Destiny Wealth Partners, LLC Dimensional ETF Tr Transaction History

Destiny Wealth Partners, LLC

$573 Million
Q4 2024

A detailed history of Destiny Wealth Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 207,293 shares of DFIV stock, worth $8.04 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares

207,293

Previous 201,367 2.94%

Holding current value

$8.04 Million

Previous $7.67 Million 4.12%

% of portfolio

1.28%

Previous 1.45%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$34.86 - $37.97 $206,580 - $225,010	5,926 Added 2.94%	207,293 $7.35 Million
Q3 2024 Oct 15, 2024	BUY	$34.66 - $38.38 $49,910 - $55,267	1,440 Added 0.72%	201,367 $7.67 Million
Q2 2024 Jul 25, 2024	BUY	$35.5 - $38.02 $189,037 - $202,456	5,325 Added 2.74%	199,927 $7.19 Million
Q1 2024 Apr 09, 2024	SELL	$33.15 - $36.75 $860,971 - $954,471	-25,972 Reduced 11.77%	194,602 $7.15 Million
Q4 2023 Jan 19, 2024	BUY	$30.86 - $34.46 $514,127 - $574,103	16,660 Added 8.17%	220,574 $7.58 Million
Q3 2023 Oct 10, 2023	BUY	$32.1 - $34.42 $502,429 - $538,741	15,652 Added 8.31%	203,914 $6.65 Million
Q2 2023 Jul 26, 2023	SELL	$31.45 - $33.77 $6.39 Million - $6.86 Million	-203,146 Reduced 51.9%	188,262 $6.18 Million
Q1 2023 Apr 26, 2023	BUY	$30.43 - $33.38 $968,373 - $1.06 Million	31,823 Added 8.85%	391,408 $12.6 Million
Q4 2022 Jan 26, 2023	BUY	$25.88 - $31.1 $9.31 Million - $11.2 Million	359,585 New	359,585 $0

Others Institutions Holding DFIV

# of Institutions

622

Shares Held

213M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Destiny Wealth Partners, LLC Dimensional ETF Tr Transaction History