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 $2.68 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
63,503
Previous 69,723 8.92%
Holding current value
$2.68 Million
Previous $2.47 Billion 1.04%
% of portfolio
0.76%
Previous 0.8%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
690
Shares Held
226M
Call Options Held
1.8K
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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