Wetherby Asset Management Inc Dimensional ETF Tr Transaction History

Wetherby Asset Management Inc

  • $2.38 Billion
  • Q3 2025

A detailed history of Wetherby Asset Management Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wetherby Asset Management Inc holds 6,443 shares of DFIV stock, worth $308,684. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,443
Previous 6,443 -0.0%
Holding current value
$308,684
Previous $275,000 8.0%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 12, 2023
BUY
$30.43 - $33.38 $196,060 - $215,067
6,443 New
6,443 $207,000
Q2 2022

Aug 15, 2022
SELL
$28.66 - $33.84 $184,656 - $218,031
-6,443 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$30.75 - $35.49 $198,122 - $228,662
6,443 New
6,443 $216,000

Others Institutions Holding DFIV

# of Institutions
793
Shares Held
258M
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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