True Wealth Design, LLC Dimensional ETF Tr Transaction History

True Wealth Design, LLC

  • $258 Billion
  • Q4 2024

A detailed history of True Wealth Design, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, True Wealth Design, LLC holds 3,237 shares of DFIV stock, worth $131,066. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,237
Previous 3,237 -0.0%
Holding current value
$131,066
Previous $123 Million 6.83%
% of portfolio
0.04%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$33.15 - $36.75 $3,513 - $3,895
-106 Reduced 3.17%
3,237 $119 Million
Q4 2023

Feb 14, 2024
SELL
$30.86 - $34.46 $2,036 - $2,274
-66 Reduced 1.94%
3,343 $115 Million
Q4 2022

Feb 15, 2023
BUY
$25.88 - $31.1 $88,224 - $106,019
3,409 New
3,409 $104 Million

Others Institutions Holding DFIV

# of Institutions
629
Shares Held
214M
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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