Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr Transaction History

Allegiance Financial Group Advisory Services LLC

$329 Billion
Q1 2025

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 63,503 shares of DFIV stock, worth $2.55 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

63,503

Previous 69,723 8.92%

Holding current value

$2.55 Million

Previous $2.47 Billion 1.04%

% of portfolio

0.76%

Previous 0.8%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$35.33 - $40.77 $219,752 - $253,589	-6,220 Reduced 8.92%	63,503 $2.5 Billion
Q4 2024 Feb 04, 2025	BUY	$34.86 - $37.97 $34,162 - $37,210	980 Added 1.43%	69,723 $2.47 Billion
Q3 2024 Nov 13, 2024	BUY	$34.66 - $38.38 $20,276 - $22,452	585 Added 0.86%	68,743 $2.62 Billion
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

663

Shares Held

214M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

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Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr Transaction History