Compass Financial Group, Inc. Dimensional ETF Tr Transaction History

Compass Financial Group, Inc.

  • $201 Million
  • Q3 2024

A detailed history of Compass Financial Group, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Compass Financial Group, Inc. holds 108,493 shares of DFIV stock, worth $3.98 Million. This represents 2.05% of its overall portfolio holdings.

Number of Shares
108,493
Previous 109,333 0.77%
Holding current value
$3.98 Million
Previous $3.93 Million 5.14%
% of portfolio
2.05%
Previous 2.01%

Shares

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

Nov 04, 2024
SELL
$34.66 - $38.38 $29,114 - $32,239
-840 Reduced 0.77%
108,493 $4.13 Million
Q2 2024

Aug 02, 2024
BUY
$35.5 - $38.02 $11,466 - $12,280
323 Added 0.3%
109,333 $3.93 Million
Q1 2024

May 02, 2024
BUY
$33.15 - $36.75 $6,464 - $7,166
195 Added 0.18%
109,010 $4.01 Million
Q4 2023

Feb 02, 2024
SELL
$30.86 - $34.46 $2,561 - $2,860
-83 Reduced 0.08%
108,815 $3.74 Million
Q3 2023

Nov 03, 2023
BUY
$32.1 - $34.42 $3.5 Million - $3.75 Million
108,898 New
108,898 $3.55 Million

Others Institutions Holding DFIV

# of Institutions
539
Shares Held
186M
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 Compass Financial Group, Inc. Portfolio

Follow Compass Financial Group, Inc. 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 Compass Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Compass Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email