A detailed history of Bedel Financial Consulting, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bedel Financial Consulting, Inc. holds 80,154 shares of DFIV stock, worth $2.88 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
80,154
Previous 81,000 1.04%
Holding current value
$2.88 Million
Previous $2.78 Million 5.82%
% of portfolio
0.46%
Previous 0.51%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

SELL
$33.15 - $36.75 $28,044 - $31,090
-846 Reduced 1.04%
80,154 $2.95 Million
Q4 2023

Feb 08, 2024

BUY
$30.86 - $34.46 $97,116 - $108,445
3,147 Added 4.04%
81,000 $2.78 Million
Q3 2023

Feb 08, 2024

BUY
$32.1 - $34.42 $174,912 - $187,554
5,449 Added 7.53%
77,853 $2.54 Million
Q2 2023

Aug 10, 2023

SELL
$31.45 - $33.77 $4.47 Million - $4.8 Million
-142,134 Reduced 66.25%
72,404 $2.38 Million
Q1 2023

May 02, 2023

BUY
$30.43 - $33.38 $923,854 - $1.01 Million
30,360 Added 16.48%
214,538 $6.91 Million
Q4 2022

Feb 07, 2023

BUY
$28.34 - $31.1 $444,569 - $487,865
15,687 Added 9.31%
184,178 $5.6 Million
Q3 2022

Nov 08, 2022

BUY
$26.42 - $30.57 $1.02 Million - $1.19 Million
38,765 Added 29.88%
168,491 $4.83 Million
Q2 2022

Aug 04, 2022

BUY
$28.66 - $33.84 $3.72 Million - $4.39 Million
129,726 New
129,726 $3.75 Million
Q1 2022

Apr 19, 2022

SELL
$30.75 - $35.49 $997,837 - $1.15 Million
-32,450 Closed
0 $0
Q4 2021

Jan 11, 2022

BUY
$31.61 - $34.21 $321,157 - $347,573
10,160 Added 45.58%
32,450 $1.07 Million
Q3 2021

Oct 12, 2021

BUY
$32.25 - $33.65 $718,852 - $750,058
22,290 New
22,290 $730,000

Others Institutions Holding DFIV

About DIMENSIONAL ETF TR


  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Bedel Financial Consulting, Inc. Portfolio

Follow Bedel Financial Consulting, Inc. 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 Bedel Financial Consulting, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bedel Financial Consulting, Inc. with notifications on news.