Barnes Pettey Financial Advisors, LLC Dimensional ETF Tr Transaction History

Barnes Pettey Financial Advisors, LLC

$116 Million
Q2 2024

A detailed history of Barnes Pettey Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Barnes Pettey Financial Advisors, LLC holds 95,155 shares of DFIV stock, worth $3.56 Million. This represents 2.94% of its overall portfolio holdings.

Number of Shares

95,155

Previous 68,138 39.65%

Holding current value

$3.56 Million

Previous $2.5 Million 36.54%

% of portfolio

2.94%

Previous 2.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	BUY	$35.5 - $38.02 $959,103 - $1.03 Million	27,017 Added 39.65%	95,155 $3.42 Million
Q1 2024 May 06, 2024	SELL	$33.15 - $36.75 $625,606 - $693,546	-18,872 Reduced 21.69%	68,138 $2.5 Million
Q4 2023 Feb 08, 2024	BUY	$30.86 - $34.46 $12,776 - $14,266	414 Added 0.48%	87,010 $2.99 Million
Q3 2023 Nov 01, 2023	BUY	$32.1 - $34.42 $176,229 - $188,965	5,490 Added 6.77%	86,596 $2.82 Million
Q2 2023 Aug 02, 2023	BUY	$31.45 - $33.77 $280,408 - $301,093	8,916 Added 12.35%	81,106 $2.66 Million
Q1 2023 May 11, 2023	BUY	$30.43 - $33.38 $466,065 - $511,248	15,316 Added 26.93%	72,190 $2.33 Million
Q4 2022 Jan 27, 2023	BUY	$25.88 - $31.1 $1.14 Million - $1.37 Million	44,093 Added 344.99%	56,874 $1.73 Million
Q3 2022 Nov 02, 2022	BUY	$25.71 - $30.57 $328,599 - $390,715	12,781 New	12,781 $329,000

Others Institutions Holding DFIV

# of Institutions

527

Shares Held

184M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Barnes Pettey Financial Advisors, LLC Dimensional ETF Tr Transaction History