Angeles Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Angeles Wealth Management, LLC

  • $1.21 Billion
  • Q4 2024

A detailed history of Angeles Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 19,405 shares of DFIC stock, worth $533,637. This represents 0.04% of its overall portfolio holdings.

Number of Shares
19,405
Previous 22,548 13.94%
Holding current value
$533,637
Previous $634,000 20.98%
% of portfolio
0.04%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$25.61 - $28.0 $80,492 - $88,004
-3,143 Reduced 13.94%
19,405 $501,000
Q3 2024

Oct 29, 2024
SELL
$25.36 - $28.37 $258,722 - $289,430
-10,202 Reduced 31.15%
22,548 $634,000
Q2 2024

Aug 07, 2024
SELL
$25.73 - $27.44 $271,322 - $289,354
-10,545 Reduced 24.36%
32,750 $860,000
Q1 2024

May 08, 2024
BUY
$24.62 - $26.83 $271,509 - $295,881
11,028 Added 34.18%
43,295 $1.16 Million
Q4 2023

Feb 13, 2024
BUY
$22.18 - $25.58 $715,682 - $825,389
32,267 New
32,267 $823,000

Others Institutions Holding DFIC

# of Institutions
438
Shares Held
2.28B
Call Options Held
5.9K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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