Dynamic Advisor Solutions LLC Dimensional ETF Tr Transaction History

Dynamic Advisor Solutions LLC

  • $3.28 Billion
  • Q3 2024

A detailed history of Dynamic Advisor Solutions LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 9,332 shares of DFIV stock, worth $333,152. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,332
Previous 9,455 1.3%
Holding current value
$333,152
Previous $339,000 4.72%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
SELL
$34.66 - $38.38 $4,263 - $4,720
-123 Reduced 1.3%
9,332 $355,000
Q2 2024

Jul 15, 2024
BUY
$35.5 - $38.02 $35,038 - $37,525
987 Added 11.66%
9,455 $339,000
Q1 2024

Apr 12, 2024
SELL
$33.15 - $36.75 $3,182 - $3,528
-96 Reduced 1.12%
8,468 $311,000
Q4 2023

Jan 10, 2024
BUY
$30.86 - $34.46 $524 - $585
17 Added 0.2%
8,564 $294,000
Q3 2023

Oct 10, 2023
SELL
$32.1 - $34.42 $50,814 - $54,486
-1,583 Reduced 15.63%
8,547 $278,000
Q2 2023

Aug 03, 2023
BUY
$31.45 - $33.77 $50,225 - $53,930
1,597 Added 18.72%
10,130 $332,000
Q1 2023

Apr 10, 2023
SELL
$30.43 - $33.38 $231,785 - $254,255
-7,617 Reduced 47.16%
8,533 $275,000
Q3 2022

Oct 20, 2022
SELL
$25.71 - $30.57 $31,366 - $37,295
-1,220 Reduced 7.02%
16,150 $416,000
Q2 2022

Jul 27, 2022
BUY
$28.66 - $33.84 $497,824 - $587,800
17,370 New
17,370 $502,000
Q1 2022

Apr 11, 2022
SELL
$30.75 - $35.49 $502,916 - $580,438
-16,355 Closed
0 $0
Q4 2021

Jan 26, 2022
SELL
$31.61 - $34.21 $26,836 - $29,044
-849 Reduced 4.93%
16,355 $537,000
Q3 2021

Oct 28, 2021
BUY
$32.25 - $33.65 $554,829 - $578,914
17,204 New
17,204 $563,000

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 Dynamic Advisor Solutions LLC Portfolio

Follow Dynamic Advisor Solutions 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 Dynamic Advisor Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email