Dowling & Yahnke LLC Dimensional ETF Tr Transaction History

Dowling & Yahnke LLC

  • $215 Million
  • Q3 2022

A detailed history of Dowling & Yahnke LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Dowling & Yahnke LLC holds 811,807 shares of DFIV stock, worth $28.4 Million. This represents 9.73% of its overall portfolio holdings.

Number of Shares
811,807
Previous 827,171 1.86%
Holding current value
$28.4 Million
Previous $23.9 Million 12.49%
% of portfolio
9.73%
Previous 1.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 02, 2022
SELL
$25.71 - $30.57 $395,008 - $469,677
-15,364 Reduced 1.86%
811,807 $20.9 Million
Q2 2022

Aug 10, 2022
SELL
$28.66 - $33.84 $349,050 - $412,137
-12,179 Reduced 1.45%
827,171 $23.9 Million
Q1 2022

May 04, 2022
SELL
$30.75 - $35.49 $368,754 - $425,596
-11,992 Reduced 1.41%
839,350 $28.1 Million
Q4 2021

Feb 10, 2022
SELL
$31.61 - $34.21 $668,677 - $723,678
-21,154 Reduced 2.42%
851,342 $27.9 Million
Q3 2021

Nov 12, 2021
BUY
$32.25 - $33.65 $28.1 Million - $29.4 Million
872,496 New
872,496 $28.6 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
Track This Portfolio

Track Dowling & Yahnke LLC Portfolio

Follow Dowling & Yahnke LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dowling & Yahnke LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dowling & Yahnke LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email