Delap Wealth Advisory, LLC Dimensional ETF Tr Transaction History

Delap Wealth Advisory, LLC

$158 Billion
Q3 2024

A detailed history of Delap Wealth Advisory, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 71,394 shares of DFIV stock, worth $2.5 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares

71,394

Previous 147,362 51.55%

Holding current value

$2.5 Million

Previous $5.3 Billion 48.67%

% of portfolio

1.72%

Previous 2.44%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$34.66 - $38.38 $2.63 Million - $2.92 Million	-75,968 Reduced 51.55%	71,394 $2.72 Billion
Q2 2024 Aug 13, 2024	BUY	$35.5 - $38.02 $2.53 Million - $2.71 Million	71,325 Added 93.8%	147,362 $5.3 Billion
Q1 2024 May 14, 2024	SELL	$33.15 - $36.75 $311,610 - $345,450	-9,400 Reduced 11.0%	76,037 $2.79 Billion
Q4 2023 Feb 14, 2024	SELL	$30.86 - $34.46 $3.3 Million - $3.69 Million	-107,010 Reduced 55.6%	85,437 $2.94 Billion
Q3 2023 Nov 13, 2023	SELL	$32.1 - $34.42 $64,071 - $68,702	-1,996 Reduced 1.03%	192,447 $6.28 Billion
Q2 2023 Aug 08, 2023	BUY	$31.45 - $33.77 $2.55 Million - $2.74 Million	81,075 Added 71.51%	194,443 $6.39 Billion
Q1 2023 May 15, 2023	BUY	$30.43 - $33.38 $245,113 - $268,875	8,055 Added 7.65%	113,368 $3.65 Billion
Q4 2022 Feb 13, 2023	BUY	$25.88 - $31.1 $2.73 Million - $3.28 Million	105,313 New	105,313 $3.2 Billion

Others Institutions Holding DFIV

# of Institutions

559

Shares Held

193M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Delap Wealth Advisory, LLC Dimensional ETF Tr Transaction History