Disciplined Investments, LLC Dimensional ETF Tr Transaction History

Disciplined Investments, LLC

  • $180 Million
  • Q1 2024

A detailed history of Disciplined Investments, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Disciplined Investments, LLC holds 207,532 shares of DFIV stock, worth $7.62 Million. This represents 4.24% of its overall portfolio holdings.

Number of Shares
207,532
Previous 193,215 7.41%
Holding current value
$7.62 Million
Previous $6.64 Million 14.88%
% of portfolio
4.24%
Previous 3.95%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$33.15 - $36.75 $474,608 - $526,149
14,317 Added 7.41%
207,532 $7.63 Million
Q4 2023

Jan 12, 2024
BUY
$30.86 - $34.46 $643,492 - $718,559
20,852 Added 12.1%
193,215 $6.64 Million
Q3 2023

Nov 14, 2023
SELL
$32.1 - $34.42 $258,565 - $277,253
-8,055 Reduced 4.46%
172,363 $5.62 Million
Q2 2023

Jul 10, 2023
SELL
$31.45 - $33.77 $283,867 - $304,808
-9,026 Reduced 4.76%
180,418 $5.93 Million
Q1 2023

May 10, 2023
BUY
$30.43 - $33.38 $634,100 - $695,572
20,838 Added 12.36%
189,444 $6.11 Million
Q4 2022

Feb 01, 2023
BUY
$28.34 - $31.1 $128,776 - $141,318
4,544 Added 2.77%
168,606 $5.13 Million
Q3 2022

Nov 03, 2022
BUY
$26.42 - $30.57 $249,087 - $288,213
9,428 Added 6.1%
164,062 $4.23 Million
Q2 2022

Aug 09, 2022
BUY
$28.66 - $33.84 $874,359 - $1.03 Million
30,508 Added 24.58%
154,634 $4.47 Million
Q1 2022

Apr 22, 2022
BUY
$30.75 - $35.49 $1.57 Million - $1.81 Million
50,995 Added 69.73%
124,126 $4.16 Million
Q4 2021

Jan 20, 2022
BUY
$31.61 - $34.21 $613,676 - $664,152
19,414 Added 36.14%
73,131 $2.4 Million
Q3 2021

Nov 09, 2021
BUY
$32.25 - $33.65 $1.73 Million - $1.81 Million
53,717 New
53,717 $1.76 Million

Others Institutions Holding DFIV

# of Institutions
508
Shares Held
168M
Call Options Held
400
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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