Wny Asset Management, LLC Dimensional ETF Tr Transaction History

Wny Asset Management, LLC

  • $865 Million
  • Q2 2025

A detailed history of Wny Asset Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wny Asset Management, LLC holds 5,047 shares of DFIV stock, worth $228,073. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,047
Previous 5,542 8.93%
Holding current value
$228,073
Previous $218,000 0.92%
% of portfolio
0.02%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
SELL
$34.67 - $43.21 $17,161 - $21,388
-495 Reduced 8.93%
5,047 $216,000
Q1 2025

May 05, 2025
BUY
$35.33 - $40.77 $195,798 - $225,947
5,542 New
5,542 $218,000
Q3 2024

Nov 12, 2024
SELL
$34.66 - $38.38 $6.2 Million - $6.87 Million
-178,872 Reduced 95.81%
7,817 $297,000
Q2 2024

Aug 12, 2024
SELL
$35.5 - $38.02 $438,638 - $469,775
-12,356 Reduced 6.21%
186,689 $6.71 Million
Q1 2024

May 07, 2024
SELL
$33.15 - $36.75 $23,702 - $26,276
-715 Reduced 0.36%
199,045 $7.31 Million
Q4 2023

Feb 21, 2024
BUY
$30.86 - $34.46 $94,678 - $105,723
3,068 Added 1.56%
199,760 $6.86 Million
Q3 2023

Dec 14, 2023
BUY
$32.1 - $34.42 $6.31 Million - $6.77 Million
196,692 New
196,692 $6.42 Million
Q4 2022

Jan 25, 2023
SELL
$25.88 - $31.1 $43,012 - $51,688
-1,662 Reduced 14.18%
10,057 $0
Q3 2022

Oct 25, 2022
SELL
$25.71 - $30.57 $44,529 - $52,947
-1,732 Reduced 12.88%
11,719 $303,000
Q2 2022

Aug 08, 2022
SELL
$28.66 - $33.84 $10,031 - $11,844
-350 Reduced 2.54%
13,451 $390,000
Q1 2022

Apr 19, 2022
BUY
$30.75 - $35.49 $102,243 - $118,004
3,325 Added 31.74%
13,801 $463,000
Q4 2021

Feb 15, 2022
BUY
$31.61 - $34.21 $331,146 - $358,383
10,476 New
10,476 $345,000

Others Institutions Holding DFIV

# of Institutions
743
Shares Held
261M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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