Laurel Wealth Planning LLC Dimensional ETF Tr Transaction History

Laurel Wealth Planning LLC

  • $155 Million
  • Q4 2024

A detailed history of Laurel Wealth Planning LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 117,458 shares of DFIV stock, worth $4.36 Million. This represents 2.69% of its overall portfolio holdings.

Number of Shares
117,458
Previous 114,451 2.63%
Holding current value
$4.36 Million
Previous $4.36 Million 4.38%
% of portfolio
2.69%
Previous 2.85%

Shares

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

Feb 03, 2025
BUY
$34.86 - $37.97 $104,824 - $114,175
3,007 Added 2.63%
117,458 $4.17 Million
Q3 2024

Oct 28, 2024
SELL
$34.66 - $38.38 $37,086 - $41,066
-1,070 Reduced 0.93%
114,451 $4.36 Million
Q2 2024

Jul 25, 2024
SELL
$35.5 - $38.02 $454,826 - $487,112
-12,812 Reduced 9.98%
115,521 $4.15 Million
Q1 2024

Apr 22, 2024
BUY
$33.15 - $36.75 $137,804 - $152,769
4,157 Added 3.35%
128,333 $4.72 Million
Q4 2023

Feb 09, 2024
BUY
$30.86 - $34.46 $52,801 - $58,961
1,711 Added 1.4%
124,176 $4.27 Million
Q3 2023

Oct 27, 2023
BUY
$32.1 - $34.42 $316,538 - $339,415
9,861 Added 8.76%
122,465 $4 Million
Q2 2023

Jul 19, 2023
BUY
$31.45 - $33.77 $276,697 - $297,108
8,798 Added 8.48%
112,604 $3.7 Million
Q1 2023

Apr 18, 2023
BUY
$30.43 - $33.38 $583,647 - $640,228
19,180 Added 22.66%
103,806 $3.35 Million
Q4 2022

Feb 01, 2023
SELL
$25.88 - $31.1 $74,016 - $88,946
-2,860 Reduced 3.27%
84,626 $2.57 Million
Q3 2022

Nov 02, 2022
SELL
$25.71 - $30.57 $31,880 - $37,906
-1,240 Reduced 1.4%
87,486 $2.25 Million
Q2 2022

Aug 09, 2022
BUY
$28.66 - $33.84 $913,336 - $1.08 Million
31,868 Added 56.05%
88,726 $2.56 Million
Q1 2022

Apr 28, 2022
BUY
$30.75 - $35.49 $1.75 Million - $2.02 Million
56,858 New
56,858 $1.9 Million

Others Institutions Holding DFIV

# of Institutions
577
Shares Held
198M
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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