Aptus Capital Advisors, LLC Dimensional ETF Tr Transaction History

Aptus Capital Advisors, LLC

$8.9 Billion
Q4 2024

A detailed history of Aptus Capital Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 3,720 shares of DFIV stock, worth $148,874. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,720

Previous 3,932 5.39%

Holding current value

$148,874

Previous $149,000 12.08%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$34.86 - $37.97 $7,390 - $8,049	-212 Reduced 5.39%	3,720 $131,000
Q3 2024 Nov 05, 2024	BUY	$34.66 - $38.38 $2,599 - $2,878	75 Added 1.94%	3,932 $149,000
Q2 2024 Jul 31, 2024	SELL	$35.5 - $38.02 $8,591 - $9,200	-242 Reduced 5.9%	3,857 $138,000
Q1 2024 May 15, 2024	BUY	$33.15 - $36.75 $19,227 - $21,315	580 Added 16.48%	4,099 $150,000
Q4 2023 Feb 13, 2024	BUY	$30.86 - $34.46 $60,701 - $67,782	1,967 Added 126.74%	3,519 $120,000
Q2 2023 Aug 11, 2023	SELL	$31.45 - $33.77 $10,252 - $11,009	-326 Reduced 17.36%	1,552 $50,000
Q1 2023 May 09, 2023	BUY	$30.43 - $33.38 $57,147 - $62,687	1,878 New	1,878 $60,000

Others Institutions Holding DFIV

# of Institutions

628

Shares Held

214M

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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Aptus Capital Advisors, LLC Dimensional ETF Tr Transaction History