Archvest Wealth Advisors, Inc. Dimensional ETF Tr Transaction History

Archvest Wealth Advisors, Inc.

  • $120 Million
  • Q1 2025

A detailed history of Archvest Wealth Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 21,636 shares of DFIV stock, worth $1.01 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
21,636
Previous 17,421 24.19%
Holding current value
$1.01 Million
Previous $617,000 37.93%
% of portfolio
0.71%
Previous 0.45%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$35.33 - $40.77 $148,915 - $171,845
4,215 Added 24.19%
21,636 $851,000
Q4 2024

Jan 28, 2025
SELL
$34.86 - $37.97 $57,797 - $62,954
-1,658 Reduced 8.69%
17,421 $617,000
Q3 2024

Nov 04, 2024
BUY
$34.66 - $38.38 $68,176 - $75,493
1,967 Added 11.49%
19,079 $726,000
Q2 2024

Aug 12, 2024
BUY
$35.5 - $38.02 $80,052 - $85,735
2,255 Added 15.18%
17,112 $615,000
Q4 2023

Jan 16, 2024
BUY
$30.86 - $34.46 $458,487 - $511,972
14,857 New
14,857 $510,000

Others Institutions Holding DFIV

# of Institutions
747
Shares Held
261M
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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