Captrust Financial Advisors Dimensional ETF Tr Transaction History

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025

A detailed history of Captrust Financial Advisors transactions in Dimensional ETF Tr stock. As of the latest transaction made, Captrust Financial Advisors holds 337,542 shares of DFIV stock, worth $16.2 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
337,542
Previous 336,933 0.18%
Holding current value
$16.2 Million
Previous $14.4 Million 7.88%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 19, 2025
BUY
$42.66 - $46.53 $25,979 - $28,336
609 Added 0.18%
337,542 $15.6 Million
Q2 2025

Aug 14, 2025
SELL
$34.67 - $43.21 $99,294 - $123,753
-2,864 Reduced 0.84%
336,933 $14.4 Million
Q1 2025

May 14, 2025
SELL
$35.33 - $40.77 $637,459 - $735,613
-18,043 Reduced 5.04%
339,797 $13.4 Million
Q4 2024

Feb 14, 2025
SELL
$34.86 - $37.97 $120,999 - $131,793
-3,471 Reduced 0.96%
357,840 $12.7 Million
Q3 2024

Nov 14, 2024
BUY
$34.66 - $38.38 $499,103 - $552,672
14,400 Added 4.15%
361,311 $13.8 Million
Q2 2024

Aug 14, 2024
BUY
$35.5 - $38.02 $59,711 - $63,949
1,682 Added 0.49%
346,911 $12.5 Million
Q1 2024

May 15, 2024
SELL
$33.15 - $36.75 $523,637 - $580,503
-15,796 Reduced 4.38%
345,229 $12.7 Million
Q4 2023

Feb 14, 2024
BUY
$30.86 - $34.46 $141,030 - $157,482
4,570 Added 1.28%
361,025 $12.4 Million
Q3 2023

Nov 14, 2023
BUY
$32.1 - $34.42 $483,747 - $518,709
15,070 Added 4.41%
356,455 $11.6 Million
Q2 2023

Aug 14, 2023
SELL
$31.45 - $33.77 $269,778 - $289,679
-8,578 Reduced 2.45%
341,385 $11.2 Million
Q1 2023

May 15, 2023
BUY
$30.43 - $33.38 $56,934 - $62,453
1,871 Added 0.54%
349,963 $11.3 Million
Q4 2022

Feb 15, 2023
SELL
$25.88 - $31.1 $60,585 - $72,805
-2,341 Reduced 0.67%
348,092 $10.6 Million
Q3 2022

Nov 16, 2022
BUY
$25.71 - $30.57 $664,269 - $789,837
25,837 Added 7.96%
350,433 $9.03 Million
Q2 2022

Aug 23, 2022
SELL
$28.66 - $33.84 $181,933 - $214,816
-6,348 Reduced 1.92%
324,596 $9.38 Million
Q2 2022

Aug 16, 2022
BUY
$28.66 - $33.84 $546,144 - $644,855
19,056 Added 6.11%
330,944 $9.56 Million
Q1 2022

May 16, 2022
BUY
$30.75 - $35.49 $243,232 - $280,725
7,910 Added 2.6%
311,888 $10.4 Million
Q4 2021

Feb 14, 2022
BUY
$31.61 - $34.21 $41,661 - $45,088
1,318 Added 0.44%
303,978 $9.98 Million
Q3 2021

Nov 16, 2021
BUY
$32.25 - $33.65 $9.76 Million - $10.2 Million
302,660 New
302,660 $9.91 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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