Atlas Capital Advisors LLC Dimensional ETF Tr Transaction History

Atlas Capital Advisors LLC

  • $656 Billion
  • Q3 2024

A detailed history of Atlas Capital Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Atlas Capital Advisors LLC holds 48,198 shares of DFIV stock, worth $1.68 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
48,198
Previous 46,046 4.67%
Holding current value
$1.68 Million
Previous $1.65 Billion 10.91%
% of portfolio
0.28%
Previous 0.21%

Shares

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

Nov 05, 2024
BUY
$34.66 - $38.38 $74,588 - $82,593
2,152 Added 4.67%
48,198 $1.84 Billion
Q2 2024

Jul 29, 2024
SELL
$35.5 - $38.02 $7,348 - $7,870
-207 Reduced 0.45%
46,046 $1.65 Billion
Q1 2024

Apr 15, 2024
BUY
$33.15 - $36.75 $41,603 - $46,121
1,255 Added 2.79%
46,253 $1.7 Billion
Q4 2023

Feb 15, 2024
BUY
$30.86 - $34.46 $101,868 - $113,752
3,301 Added 7.92%
44,998 $1.55 Billion
Q3 2023

Nov 14, 2023
BUY
$32.1 - $34.42 $15,375 - $16,487
479 Added 1.16%
41,697 $1.36 Billion
Q2 2023

Aug 15, 2023
BUY
$31.45 - $33.77 $178,793 - $191,982
5,685 Added 16.0%
41,218 $1.35 Billion
Q1 2023

May 16, 2023
BUY
$30.43 - $33.38 $211,914 - $232,458
6,964 Added 24.38%
35,533 $1.15 Billion
Q4 2022

Feb 15, 2023
BUY
$25.88 - $31.1 $2,018 - $2,425
78 Added 0.27%
28,569 $869 Million
Q3 2022

Nov 08, 2022
BUY
$25.71 - $30.57 $352,869 - $419,573
13,725 Added 92.95%
28,491 $734 Million
Q2 2022

Aug 16, 2022
BUY
$28.66 - $33.84 $423,193 - $499,681
14,766 New
14,766 $427 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
Track This Portfolio

Track Atlas Capital Advisors LLC Portfolio

Follow Atlas Capital Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlas Capital Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Capital Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email