Perigon Wealth Management, LLC Dimensional ETF Tr Transaction History

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024

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 109,819 shares of DFIV stock, worth $4.13 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
109,819
Previous 91,850 19.56%
Holding current value
$4.13 Million
Previous $3.5 Million 11.38%
% of portfolio
0.1%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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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