Cfs Investment Advisory Services, LLC Dimensional ETF Tr Transaction History

Cfs Investment Advisory Services, LLC

  • $1.19 Billion
  • Q3 2024

A detailed history of Cfs Investment Advisory Services, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 482,685 shares of DFIV stock, worth $16.9 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares
482,685
Previous 480,754 0.4%
Holding current value
$16.9 Million
Previous $17.3 Million 6.34%
% of portfolio
1.54%
Previous 1.4%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$34.66 - $38.38 $66,928 - $74,111
1,931 Added 0.4%
482,685 $18.4 Million
Q2 2024

Aug 13, 2024
BUY
$35.5 - $38.02 $84,845 - $90,867
2,390 Added 0.5%
480,754 $17.3 Million
Q1 2024

May 15, 2024
SELL
$33.15 - $36.75 $246,636 - $273,420
-7,440 Reduced 1.53%
478,364 $17.6 Million
Q4 2023

Feb 13, 2024
BUY
$30.86 - $34.46 $814,364 - $909,364
26,389 Added 5.74%
485,804 $16.7 Million
Q3 2023

Nov 14, 2023
BUY
$32.1 - $34.42 $1.38 Million - $1.48 Million
43,048 Added 10.34%
459,415 $15 Million
Q2 2023

Jul 21, 2023
BUY
$31.45 - $33.77 $259,934 - $279,109
8,265 Added 2.03%
416,367 $13.7 Million
Q1 2023

May 05, 2023
BUY
$30.43 - $33.38 $953,493 - $1.05 Million
31,334 Added 8.32%
408,102 $13.2 Million
Q4 2022

Feb 13, 2023
BUY
$25.88 - $31.1 $9.14 Million - $11 Million
353,212 Added 1499.46%
376,768 $11.5 Million
Q3 2022

Nov 02, 2022
SELL
$25.71 - $30.57 $15 Million - $17.8 Million
-583,247 Reduced 96.12%
23,556 $607,000
Q3 2022

Oct 31, 2022
BUY
$25.71 - $30.57 $15.6 Million - $18.5 Million
606,803 New
606,803 $24,000

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
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