Clearstead Advisors, LLC Dimensional ETF Tr Transaction History

Clearstead Advisors, LLC

  • $6.3 Billion
  • Q1 2025

A detailed history of Clearstead Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Clearstead Advisors, LLC holds 3,636 shares of DFIV stock, worth $154,202. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,636
Previous 8,986 59.54%
Holding current value
$154,202
Previous $318,000 55.03%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$35.33 - $40.77 $189,015 - $218,119
-5,350 Reduced 59.54%
3,636 $143,000
Q1 2024

May 14, 2024
SELL
$33.15 - $36.75 $97,162 - $107,714
-2,931 Reduced 24.6%
8,986 $330,000
Q4 2023

Feb 12, 2024
BUY
$30.86 - $34.46 $367,758 - $410,659
11,917 New
11,917 $409,000

Others Institutions Holding DFIV

# of Institutions
690
Shares Held
226M
Call Options Held
1.8K
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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