Capital Investment Advisory Services, LLC Dimensional ETF Tr Transaction History

Capital Investment Advisory Services, LLC

  • $988 Million
  • Q3 2024

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 14,027 shares of DFIV stock, worth $500,763. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,027
Previous 14,177 1.06%
Holding current value
$500,763
Previous $509,000 4.91%
% of portfolio
0.05%
Previous 0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
559
Shares Held
193M
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
Track This Portfolio

Track Capital Investment Advisory Services, LLC Portfolio

Follow Capital Investment Advisory Services, LLC 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 Capital Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Investment Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email