Archvest Wealth Advisors, Inc. Dimensional ETF Tr Transaction History

Archvest Wealth Advisors, Inc.

  • $151 Million
  • Q2 2024

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 17,112 shares of DFIV stock, worth $628,866. This represents 0.41% of its overall portfolio holdings.

Number of Shares
17,112
Previous 14,857 15.18%
Holding current value
$628,866
Previous $545,000 12.84%
% of portfolio
0.41%
Previous 0.38%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
527
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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