B.O.S.S. Retirement Advisors, LLC Dimensional ETF Tr Transaction History

B.O.S.S. Retirement Advisors, LLC

  • $391 Billion
  • Q2 2024

A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 10,607 shares of DFIV stock, worth $396,807. This represents 0.1% of its overall portfolio holdings.

Number of Shares
10,607
Previous 5,885 80.24%
Holding current value
$396,807
Previous $202 Million 88.53%
% of portfolio
0.1%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
BUY
$35.5 - $38.02 $167,631 - $179,530
4,722 Added 80.24%
10,607 $381 Million
Q1 2024

Apr 29, 2024
SELL
$33.15 - $36.75 $27,613 - $30,612
-833 Reduced 12.4%
5,885 $202 Million
Q4 2023

Jan 25, 2024
BUY
$30.86 - $34.46 $207,317 - $231,502
6,718 New
6,718 $231 Million
Q4 2023

Jan 19, 2024
BUY
$30.86 - $34.46 $0 - $0
0 New
0 $231 Million

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
Track This Portfolio

Track B.O.S.S. Retirement Advisors, LLC Portfolio

Follow B.O.S.S. Retirement 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 B.O.S.S. Retirement Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on B.O.S.S. Retirement Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email