Compass Financial Group, Inc. Dimensional ETF Tr Transaction History

Compass Financial Group, Inc.

$180 Million
Q1 2025

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 107,487 shares of DFIV stock, worth $4.57 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares

107,487

Previous 106,500 0.93%

Holding current value

$4.57 Million

Previous $3.78 Million 11.99%

% of portfolio

2.35%

Previous 1.94%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$35.33 - $40.77 $34,870 - $40,239	987 Added 0.93%	107,487 $4.23 Million
Q4 2024 Feb 05, 2025	SELL	$34.86 - $37.97 $69,475 - $75,674	-1,993 Reduced 1.84%	106,500 $3.78 Million
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

689

Shares Held

226M

Call Options Held

1.8K

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Compass Financial Group, Inc. Dimensional ETF Tr Transaction History