Capital Analysts, LLC Dimensional ETF Tr Transaction History

Capital Analysts, LLC

  • $3.43 Billion
  • Q3 2025

A detailed history of Capital Analysts, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Capital Analysts, LLC holds 344,621 shares of DFIV stock, worth $16.5 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
344,621
Previous 283,811 21.43%
Holding current value
$16.5 Million
Previous $12.2 Million 30.75%
% of portfolio
0.46%
Previous 0.41%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$42.66 - $46.53 $2.59 Million - $2.83 Million
60,810 Added 21.43%
344,621 $15.9 Million
Q2 2025

Aug 13, 2025
BUY
$34.67 - $43.21 $4.07 Million - $5.07 Million
117,308 Added 70.45%
283,811 $12.2 Million
Q1 2025

May 14, 2025
BUY
$35.33 - $40.77 $3.94 Million - $4.55 Million
111,576 Added 203.14%
166,503 $6.55 Million
Q4 2024

Feb 14, 2025
BUY
$34.86 - $37.97 $1.82 Million - $1.98 Million
52,139 Added 1870.12%
54,927 $1.95 Million
Q3 2024

Nov 13, 2024
SELL
$34.66 - $38.38 $1.23 Million - $1.37 Million
-35,616 Reduced 92.74%
2,788 $106,000
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

# of Institutions
792
Shares Held
258M
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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