Barnes Pettey Financial Advisors, LLC Dimensional ETF Tr Transaction History

Barnes Pettey Financial Advisors, LLC

  • $128 Million
  • Q1 2025

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 101,592 shares of DFIV stock, worth $4.32 Million. This represents 3.13% of its overall portfolio holdings.

Number of Shares
101,592
Previous 96,653 5.11%
Holding current value
$4.32 Million
Previous $3.43 Million 16.63%
% of portfolio
3.13%
Previous 2.63%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$35.33 - $40.77 $174,494 - $201,363
4,939 Added 5.11%
101,592 $4 Million
Q4 2024

Jan 23, 2025
SELL
$34.86 - $37.97 $17,813 - $19,402
-511 Reduced 0.53%
96,653 $3.43 Million
Q3 2024

Oct 24, 2024
BUY
$34.66 - $38.38 $69,631 - $77,105
2,009 Added 2.11%
97,164 $3.7 Million
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
688
Shares Held
226M
Call Options Held
1.8K
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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