Schwarz Dygos Wheeler Investment Advisors LLC Dimensional ETF Tr Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

  • $392 Million
  • Q3 2024

A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 7,021 shares of DFIV stock, worth $248,122. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,021
Previous 7,021 -0.0%
Holding current value
$248,122
Previous $252,000 5.95%
% of portfolio
0.07%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 02, 2024
SELL
$30.86 - $34.46 $11,263 - $12,577
-365 Reduced 4.94%
7,021 $241,000
Q3 2023

Nov 03, 2023
BUY
$32.1 - $34.42 $11,716 - $12,563
365 Added 5.2%
7,386 $240,000
Q4 2022

Feb 08, 2023
BUY
$25.88 - $31.1 $181,703 - $218,353
7,021 New
7,021 $213,000
Q1 2022

May 11, 2022
SELL
$30.75 - $35.49 $205,717 - $237,428
-6,690 Closed
0 $0
Q3 2021

Oct 21, 2021
BUY
$32.25 - $33.65 $215,752 - $225,118
6,690 New
6,690 $219,000

Others Institutions Holding DFIV

# of Institutions
559
Shares Held
193M
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
Track This Portfolio

Track Schwarz Dygos Wheeler Investment Advisors LLC Portfolio

Follow Schwarz Dygos Wheeler Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schwarz Dygos Wheeler Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwarz Dygos Wheeler Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email