A detailed history of Capital Analysts, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Capital Analysts, LLC holds 38,404 shares of DFIV stock, worth $1.44 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
38,404
Previous 31,630 21.42%
Holding current value
$1.44 Million
Previous $1.16 Million 18.76%
% of portfolio
0.06%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$35.5 - $38.02 $240,477 - $257,547
6,774 Added 21.42%
38,404 $1.38 Million
Q1 2024

May 14, 2024

SELL
$33.15 - $36.75 $5,469 - $6,063
-165 Reduced 0.52%
31,630 $1.16 Million
Q4 2023

Jan 30, 2024

BUY
$30.86 - $34.46 $20,213 - $22,571
655 Added 2.1%
31,795 $1.09 Million
Q3 2023

Nov 13, 2023

BUY
$32.1 - $34.42 $999,594 - $1.07 Million
31,140 New
31,140 $1.02 Million

Others Institutions Holding DFIV

About DIMENSIONAL ETF TR


  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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