Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr Transaction History

Allegiance Financial Group Advisory Services LLC

$261 Billion
Q2 2024

A detailed history of Allegiance Financial Group Advisory Services LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Allegiance Financial Group Advisory Services LLC holds 68,158 shares of DFIV stock, worth $2.55 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

68,158

Previous 66,289 2.82%

Holding current value

$2.55 Million

Previous $2.44 Billion 0.55%

% of portfolio

0.94%

Previous 1.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 24, 2024	BUY	$35.5 - $38.02 $66,349 - $71,059	1,869 Added 2.82%	68,158 $2.45 Billion
Q1 2024 Apr 30, 2024	SELL	$33.15 - $36.75 $64,078 - $71,037	-1,933 Reduced 2.83%	66,289 $2.44 Billion
Q4 2023 Jan 22, 2024	BUY	$30.86 - $34.46 $23,145 - $25,845	750 Added 1.11%	68,222 $2.34 Billion
Q3 2023 Oct 31, 2023	BUY	$32.1 - $34.42 $20,768 - $22,269	647 Added 0.97%	67,472 $2.2 Billion
Q2 2023 Jul 26, 2023	SELL	$31.45 - $33.77 $117,623 - $126,299	-3,740 Reduced 5.3%	66,825 $2.2 Billion
Q1 2023 Apr 25, 2023	BUY	$30.43 - $33.38 $269,974 - $296,147	8,872 Added 14.38%	70,565 $2.27 Billion
Q4 2022 Feb 01, 2023	BUY	$25.88 - $31.1 $1.6 Million - $1.92 Million	61,693 New	61,693 $1.88 Billion

Others Institutions Holding DFIV

# of Institutions

527

Shares Held

184M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr Transaction History