Ml & R Wealth Management LLC Dimensional ETF Tr Transaction History

Ml & R Wealth Management LLC

  • $435 Million
  • Q1 2024

A detailed history of Ml & R Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 823,596 shares of DFIV stock, worth $31 Million. This represents 6.96% of its overall portfolio holdings.

Number of Shares
823,596
Previous 893,887 7.86%
Holding current value
$31 Million
Previous $30.7 Million 1.45%
% of portfolio
6.96%
Previous 6.96%

Shares

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

May 14, 2024
SELL
$33.15 - $36.75 $2.33 Million - $2.58 Million
-70,291 Reduced 7.86%
823,596 $30.3 Million
Q4 2023

Feb 09, 2024
BUY
$30.86 - $34.46 $1.41 Million - $1.57 Million
45,702 Added 5.39%
893,887 $30.7 Million
Q3 2023

Nov 02, 2023
BUY
$32.1 - $34.42 $1.12 Million - $1.2 Million
34,893 Added 4.29%
848,185 $27.7 Million
Q2 2023

Aug 08, 2023
BUY
$31.45 - $33.77 $286,446 - $307,577
9,108 Added 1.13%
813,292 $26.7 Million
Q1 2023

May 05, 2023
BUY
$30.43 - $33.38 $1.89 Million - $2.08 Million
62,256 Added 8.39%
804,184 $25.9 Million
Q4 2022

Feb 06, 2023
BUY
$25.88 - $31.1 $1.47 Million - $1.76 Million
56,738 Added 8.28%
741,928 $22.6 Million
Q3 2022

Oct 26, 2022
BUY
$25.71 - $30.57 $191,693 - $227,929
7,456 Added 1.1%
685,190 $17.7 Million
Q2 2022

Jul 25, 2022
BUY
$28.66 - $33.84 $328,357 - $387,704
11,457 Added 1.72%
677,734 $19.6 Million
Q1 2022

Apr 18, 2022
BUY
$30.75 - $35.49 $1.51 Million - $1.75 Million
49,202 Added 7.97%
666,277 $22.3 Million
Q4 2021

Feb 02, 2022
BUY
$31.61 - $34.21 $19.5 Million - $21.1 Million
617,075 New
617,075 $20.3 Million

Others Institutions Holding DFIV

# of Institutions
587
Shares Held
203M
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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