Straight Path Wealth Management Dimensional ETF Tr Dimensional Transaction History

Straight Path Wealth Management

  • $228 Million
  • Q4 2024

A detailed history of Straight Path Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Straight Path Wealth Management holds 748,771 shares of DFIC stock, worth $20.6 Million. This represents 8.5% of its overall portfolio holdings.

Number of Shares
748,771
Previous 689,863 8.54%
Holding current value
$20.6 Million
Previous $19.4 Million 0.29%
% of portfolio
8.5%
Previous 9.33%

Shares

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

Feb 06, 2025
BUY
$25.61 - $28.0 $1.51 Million - $1.65 Million
58,908 Added 8.54%
748,771 $19.4 Million
Q3 2024

Nov 06, 2024
BUY
$25.36 - $28.37 $1.27 Million - $1.42 Million
49,957 Added 7.81%
689,863 $19.4 Million
Q2 2024

Aug 15, 2024
BUY
$25.73 - $27.44 $1.82 Million - $1.94 Million
70,667 Added 12.41%
639,906 $16.8 Million
Q1 2024

Apr 30, 2024
BUY
$24.62 - $26.83 $1.16 Million - $1.26 Million
47,027 Added 9.01%
569,239 $15.2 Million
Q4 2023

Jan 23, 2024
BUY
$22.18 - $25.58 $1.77 Million - $2.04 Million
79,855 Added 18.05%
522,212 $13.3 Million
Q3 2023

Oct 31, 2023
BUY
$23.25 - $25.17 $922,095 - $998,242
39,660 Added 9.85%
442,357 $10.3 Million
Q2 2023

Jul 25, 2023
BUY
$23.45 - $24.88 $810,689 - $860,126
34,571 Added 9.39%
402,697 $9.77 Million
Q1 2023

Apr 26, 2023
BUY
$22.5 - $24.64 $1.2 Million - $1.31 Million
53,281 Added 16.92%
368,126 $8.86 Million
Q4 2022

Jan 20, 2023
BUY
$19.06 - $23.03 $3.83 Million - $4.63 Million
200,911 Added 176.34%
314,845 $0
Q3 2022

Oct 21, 2022
BUY
$19.05 - $23.07 $1.09 Million - $1.32 Million
57,343 Added 101.33%
113,934 $2.18 Million
Q2 2022

Jul 19, 2022
BUY
$21.35 - $25.2 $1.21 Million - $1.43 Million
56,591 New
56,591 $1.22 Million

Others Institutions Holding DFIC

# of Institutions
438
Shares Held
2.28B
Call Options Held
5.9K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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