Aptus Capital Advisors, LLC Dimensional ETF Tr Transaction History

Aptus Capital Advisors, LLC

  • $5.23 Billion
  • Q2 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 3,857 shares of DFIV stock, worth $146,450. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,857
Previous 4,099 5.9%
Holding current value
$146,450
Previous $150,000 8.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
528
Shares Held
184M
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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