Beacon Financial Advisory LLC Dimensional ETF Tr Transaction History

Beacon Financial Advisory LLC

  • $280 Million
  • Q4 2024

A detailed history of Beacon Financial Advisory LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 7,561 shares of DFIV stock, worth $302,591. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,561
Previous 6,169 22.56%
Holding current value
$302,591
Previous $234,000 14.53%
% of portfolio
0.1%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$34.86 - $37.97 $48,525 - $52,854
1,392 Added 22.56%
7,561 $268,000
Q3 2024

Oct 30, 2024
BUY
$34.66 - $38.38 $213,817 - $236,766
6,169 New
6,169 $234,000

Others Institutions Holding DFIV

# of Institutions
628
Shares Held
214M
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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