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 $3.79 Million. This represents 2.05% of its overall portfolio holdings.

Number of Shares
108,493
Previous 109,333 0.77%
Holding current value
$3.79 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
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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