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 $21.1 Million. This represents 8.5% of its overall portfolio holdings.

Number of Shares

748,771

Previous 689,863 8.54%

Holding current value

$21.1 Million

Previous $19.4 Million 0.29%

% of portfolio

8.5%

Previous 9.33%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

443

Shares Held

266M

Call Options Held

5.9K

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

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Straight Path Wealth Management Dimensional ETF Tr Dimensional Transaction History