Omni 360 Wealth, Inc. Dimensional ETF Tr Transaction History

Omni 360 Wealth, Inc.

  • $160 Billion
  • Q4 2024

A detailed history of Omni 360 Wealth, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 100,287 shares of DFIV stock, worth $3.84 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares
100,287
Previous 76,066 31.84%
Holding current value
$3.84 Million
Previous $2.9 Billion 22.84%
% of portfolio
2.23%
Previous 1.89%

Shares

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

Feb 14, 2025
BUY
$34.86 - $37.97 $844,344 - $919,671
24,221 Added 31.84%
100,287 $3.56 Billion
Q3 2024

Oct 24, 2024
SELL
$34.66 - $38.38 $370,965 - $410,781
-10,703 Reduced 12.34%
76,066 $2.9 Billion
Q2 2024

Jul 19, 2024
BUY
$35.5 - $38.02 $315,169 - $337,541
8,878 Added 11.4%
86,769 $3.12 Billion
Q1 2024

Apr 19, 2024
BUY
$33.15 - $36.75 $160,777 - $178,237
4,850 Added 6.64%
77,891 $2.86 Billion
Q4 2023

Feb 08, 2024
BUY
$30.86 - $34.46 $2.25 Million - $2.52 Million
73,041 New
73,041 $2.51 Billion

Others Institutions Holding DFIV

# of Institutions
622
Shares Held
213M
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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