Ae Wealth Management LLC Dimensional ETF Tr Transaction History

Ae Wealth Management LLC

  • $9.76 Billion
  • Q3 2024

A detailed history of Ae Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 165,116 shares of DFIV stock, worth $6.13 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
165,116
Previous 152,258 8.44%
Holding current value
$6.13 Million
Previous $5.47 Million 14.89%
% of portfolio
0.06%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$34.66 - $38.38 $445,658 - $493,490
12,858 Added 8.44%
165,116 $6.29 Million
Q2 2024

Aug 12, 2024
BUY
$35.5 - $38.02 $389,577 - $417,231
10,974 Added 7.77%
152,258 $5.47 Million
Q1 2024

May 15, 2024
BUY
$33.15 - $36.75 $166,910 - $185,036
5,035 Added 3.7%
141,284 $5.19 Million
Q4 2023

Feb 14, 2024
BUY
$30.86 - $34.46 $752,551 - $840,341
24,386 Added 21.8%
136,249 $4.68 Million
Q3 2023

Oct 11, 2023
BUY
$32.1 - $34.42 $606,176 - $649,987
18,884 Added 20.31%
111,863 $3.65 Million
Q2 2023

Jul 10, 2023
BUY
$31.45 - $33.77 $660,795 - $709,541
21,011 Added 29.19%
92,979 $3.05 Million
Q1 2023

Apr 14, 2023
BUY
$30.43 - $33.38 $481,189 - $527,837
15,813 Added 28.16%
71,968 $2.32 Million
Q4 2022

Jan 31, 2023
BUY
$25.88 - $31.1 $304,711 - $366,171
11,774 Added 26.53%
56,155 $1.71 Million
Q3 2022

Oct 25, 2022
BUY
$25.71 - $30.57 $233,472 - $277,606
9,081 Added 25.73%
44,381 $1.14 Million
Q2 2022

Aug 03, 2022
BUY
$28.66 - $33.84 $1.01 Million - $1.19 Million
35,300 New
35,300 $1.02 Million

Others Institutions Holding DFIV

# of Institutions
569
Shares Held
195M
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
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email