Balasa Dinverno & Foltz LLC Dimensional ETF Tr Transaction History

Balasa Dinverno & Foltz LLC

  • $1.58 Billion
  • Q3 2022

A detailed history of Balasa Dinverno & Foltz LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 1,273,696 shares of DFIV stock, worth $47.9 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares
1,273,696
Previous 1,277,164 0.27%
Holding current value
$47.9 Million
Previous $36.9 Million 11.08%
% of portfolio
2.07%
Previous 2.32%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 25, 2022
SELL
$25.71 - $30.57 $89,162 - $106,016
-3,468 Reduced 0.27%
1,273,696 $32.8 Million
Q2 2022

Aug 09, 2022
BUY
$28.66 - $33.84 $371,318 - $438,431
12,956 Added 1.02%
1,277,164 $36.9 Million
Q1 2022

Apr 25, 2022
BUY
$30.75 - $35.49 $323,766 - $373,674
10,529 Added 0.84%
1,264,208 $42.3 Million
Q4 2021

Jan 26, 2022
BUY
$31.61 - $34.21 $1.51 Million - $1.63 Million
47,615 Added 3.95%
1,253,679 $41.1 Million
Q3 2021

Oct 26, 2021
BUY
$32.25 - $33.65 $38.9 Million - $40.6 Million
1,206,064 New
1,206,064 $39.5 Million

Others Institutions Holding DFIV

# of Institutions
587
Shares Held
203M
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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