Allworth Financial LP Dimensional ETF Tr Transaction History

Allworth Financial LP

  • $16.1 Billion
  • Q3 2024

A detailed history of Allworth Financial LP transactions in Dimensional ETF Tr stock. As of the latest transaction made, Allworth Financial LP holds 159,836 shares of DFIV stock, worth $5.88 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
159,836
Previous 138,085 15.75%
Holding current value
$5.88 Million
Previous $4.96 Million 22.65%
% of portfolio
0.04%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$34.66 - $38.38 $753,889 - $834,803
21,751 Added 15.75%
159,836 $6.09 Million
Q2 2024

Jul 23, 2024
SELL
$35.5 - $38.02 $88,395 - $94,669
-2,490 Reduced 1.77%
138,085 $4.96 Million
Q1 2024

Apr 25, 2024
BUY
$33.15 - $36.75 $274,515 - $304,326
8,281 Added 6.26%
140,575 $5.17 Million
Q4 2023

Jan 24, 2024
SELL
$30.86 - $34.46 $172,353 - $192,459
-5,585 Reduced 4.05%
132,294 $4.55 Million
Q3 2023

Oct 31, 2023
SELL
$32.1 - $34.42 $379,518 - $406,947
-11,823 Reduced 7.9%
137,879 $4.5 Million
Q2 2023

Jul 18, 2023
SELL
$31.45 - $33.77 $779,425 - $836,921
-24,783 Reduced 14.2%
149,702 $4.92 Million
Q1 2023

Apr 18, 2023
SELL
$30.43 - $33.38 $40,411 - $44,328
-1,328 Reduced 0.76%
174,485 $5.62 Million
Q4 2022

Jan 13, 2023
BUY
$25.88 - $31.1 $295,083 - $354,602
11,402 Added 6.94%
175,813 $0
Q3 2022

Oct 18, 2022
SELL
$25.71 - $30.57 $6,710 - $7,978
-261 Reduced 0.16%
164,411 $4.24 Million
Q2 2022

Jul 13, 2022
BUY
$28.66 - $33.84 $12,667 - $14,957
442 Added 0.27%
164,672 $4.76 Million
Q1 2022

Apr 22, 2022
SELL
$30.75 - $35.49 $9,009 - $10,398
-293 Reduced 0.18%
164,230 $5.5 Million
Q4 2021

Jan 21, 2022
BUY
$31.61 - $34.21 $11,031 - $11,939
349 Added 0.21%
164,523 $5.4 Million
Q3 2021

Nov 02, 2021
BUY
$32.25 - $33.65 $5.29 Million - $5.52 Million
164,174 New
164,174 $5.38 Million

Others Institutions Holding DFIV

# of Institutions
559
Shares Held
193M
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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