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 109,333 shares of DFIV stock, worth $4.15 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares
109,333
Previous 109,010 0.3%
Holding current value
$4.15 Million
Previous $4.01 Million 1.92%
% of portfolio
2.01%
Previous 2.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About DIMENSIONAL ETF TR


  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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