Perigon Wealth Management, LLC Dimensional ETF Tr Transaction History

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 131,243 shares of DFIV stock, worth $6.29 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
131,243
Previous 127,480 2.95%
Holding current value
$6.29 Million
Previous $5.46 Million 10.86%
% of portfolio
0.13%
Previous 0.13%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$42.66 - $46.53 $160,529 - $175,092
3,763 Added 2.95%
131,243 $6.05 Million
Q2 2025

Jul 15, 2025
BUY
$34.67 - $43.21 $237,662 - $296,204
6,855 Added 5.68%
127,480 $5.46 Million
Q1 2025

Apr 23, 2025
BUY
$35.33 - $40.77 $381,775 - $440,560
10,806 Added 9.84%
120,625 $4.75 Million
Q4 2024

Jan 22, 2025
BUY
$34.86 - $37.97 $626,399 - $682,282
17,969 Added 19.56%
109,819 $3.9 Million
Q3 2024

Oct 16, 2024
SELL
$34.66 - $38.38 $381,571 - $422,525
-11,009 Reduced 10.7%
91,850 $3.5 Million
Q2 2024

Aug 02, 2024
BUY
$35.5 - $38.02 $186,907 - $200,175
5,265 Added 5.39%
102,859 $3.7 Million
Q1 2024

Apr 29, 2024
BUY
$33.15 - $36.75 $3.24 Million - $3.59 Million
97,594 New
97,594 $3.59 Million
Q2 2022

Aug 11, 2022
SELL
$28.66 - $33.84 $327,297 - $386,452
-11,420 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$30.75 - $35.49 $351,165 - $405,295
11,420 New
11,420 $382,000

Others Institutions Holding DFIV

# of Institutions
792
Shares Held
258M
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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