Wealth Architects, LLC Dimensional ETF Tr Transaction History

Wealth Architects, LLC

  • $848 Million
  • Q3 2024

A detailed history of Wealth Architects, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealth Architects, LLC holds 681,820 shares of DFIV stock, worth $24.1 Million. This represents 3.06% of its overall portfolio holdings.

Number of Shares
681,820
Previous 648,081 5.21%
Holding current value
$24.1 Million
Previous $23.3 Million 11.47%
% of portfolio
3.06%
Previous 2.94%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$34.66 - $38.38 $1.17 Million - $1.29 Million
33,739 Added 5.21%
681,820 $26 Million
Q2 2024

Aug 08, 2024
BUY
$35.5 - $38.02 $427,491 - $457,836
12,042 Added 1.89%
648,081 $23.3 Million
Q1 2024

May 13, 2024
BUY
$33.15 - $36.75 $1.32 Million - $1.47 Million
39,935 Added 6.7%
636,039 $23.4 Million
Q4 2023

Feb 14, 2024
BUY
$30.86 - $34.46 $564,923 - $630,824
18,306 Added 3.17%
596,104 $20.5 Million
Q3 2023

Nov 09, 2023
BUY
$32.1 - $34.42 $836,654 - $897,122
26,064 Added 4.72%
577,798 $18.8 Million
Q2 2023

Aug 02, 2023
BUY
$31.45 - $33.77 $354,378 - $380,520
11,268 Added 2.08%
551,734 $18.1 Million
Q1 2023

Apr 21, 2023
BUY
$30.43 - $33.38 $393,368 - $431,503
12,927 Added 2.45%
540,466 $17.4 Million
Q4 2022

Feb 09, 2023
SELL
$25.88 - $31.1 $2.4 Million - $2.89 Million
-92,828 Reduced 14.96%
527,539 $16 Million
Q3 2022

Oct 24, 2022
SELL
$25.71 - $30.57 $285,998 - $340,060
-11,124 Reduced 1.76%
620,367 $16 Million
Q2 2022

Jul 29, 2022
SELL
$28.66 - $33.84 $19.4 Million - $23 Million
-678,269 Reduced 51.79%
631,491 $18.2 Million
Q1 2022

May 17, 2022
BUY
$30.75 - $35.49 $22.4 Million - $25.9 Million
728,928 Added 125.5%
1,309,760 $45.7 Million
Q4 2021

Jan 19, 2022
BUY
$31.61 - $34.21 $1.46 Million - $1.58 Million
46,328 Added 8.67%
580,832 $19.1 Million
Q3 2021

Nov 09, 2021
BUY
$32.25 - $33.65 $17.2 Million - $18 Million
534,504 New
534,504 $17.5 Million

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 Wealth Architects, LLC Portfolio

Follow Wealth Architects, 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 Wealth Architects, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Architects, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email