Beta Wealth Group, Inc.'s ownership history for DFIV

Beta Wealth Group, Inc. currently holds 7.6K shares with a market value of $350.6K. It started holding DFIV on 2024-09-30. At its peak, it held 9.2K shares on 2024-09-30. Its highest holding value was $350.9K on 2024-09-30. At its lowest, it held 6.3K shares on 2025-06-30, with a value of $271.0K on 2025-06-30. In the recent 180 days, Beta Wealth Group, Inc. has decreased its shares by 1.2K.