Capital Investment Advisory Services, LLC Dimensional ETF Tr Transaction History

Capital Investment Advisory Services, LLC

$1.04 Billion
Q1 2025

A detailed history of Capital Investment Advisory Services, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 15,089 shares of DFIV stock, worth $652,901. This represents 0.06% of its overall portfolio holdings.

Number of Shares

15,089

Previous 14,489 4.14%

Holding current value

$652,901

Previous $513,000 15.59%

% of portfolio

0.06%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$35.33 - $40.77 $21,198 - $24,462	600 Added 4.14%	15,089 $593,000
Q4 2024 Jan 23, 2025	BUY	$34.86 - $37.97 $16,105 - $17,542	462 Added 3.29%	14,489 $513,000
Q3 2024 Oct 30, 2024	SELL	$34.66 - $38.38 $5,198 - $5,757	-150 Reduced 1.06%	14,027 $534,000
Q2 2024 Aug 14, 2024	BUY	$35.5 - $38.02 $14,200 - $15,208	400 Added 2.9%	14,177 $509,000
Q1 2024 Apr 25, 2024	SELL	$33.15 - $36.75 $167,904 - $186,138	-5,065 Reduced 26.88%	13,777 $506,000
Q4 2023 Feb 01, 2024	SELL	$30.86 - $34.46 $12,066 - $13,473	-391 Reduced 2.03%	18,842 $647,000
Q3 2023 Nov 02, 2023	BUY	$32.1 - $34.42 $67,410 - $72,282	2,100 Added 12.26%	19,233 $627,000
Q2 2023 Jul 28, 2023	SELL	$31.45 - $33.77 $2,044 - $2,195	-65 Reduced 0.38%	17,133 $562,000
Q1 2023 Apr 21, 2023	BUY	$30.43 - $33.38 $313,429 - $343,814	10,300 Added 149.32%	17,198 $554,000
Q3 2022 Oct 26, 2022	SELL	$25.71 - $30.57 $25,118 - $29,866	-977 Reduced 12.41%	6,898 $178,000
Q2 2022 Jul 22, 2022	SELL	$28.66 - $33.84 $16,479 - $19,458	-575 Reduced 6.8%	7,875 $228,000
Q1 2022 May 03, 2022	BUY	$30.75 - $35.49 $768 - $887	25 Added 0.3%	8,450 $283,000
Q4 2021 Feb 01, 2022	SELL	$31.61 - $34.21 $1,517 - $1,642	-48 Reduced 0.57%	8,425 $277,000
Q3 2021 Oct 28, 2021	BUY	$32.25 - $33.65 $273,254 - $285,116	8,473 New	8,473 $277,000

Others Institutions Holding DFIV

# of Institutions

691

Shares Held

227M

Call Options Held

1.8K

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

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Capital Investment Advisory Services, LLC Dimensional ETF Tr Transaction History