Dynamic Advisor Solutions LLC Dimensional ETF Tr Transaction History

Dynamic Advisor Solutions LLC

$2.97 Billion
Q1 2025

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 9,410 shares of DFIV stock, worth $397,854. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,410

Previous 9,514 1.09%

Holding current value

$397,854

Previous $337,000 9.79%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$35.33 - $40.77 $3,674 - $4,240	-104 Reduced 1.09%	9,410 $370,000
Q4 2024 Jan 21, 2025	BUY	$34.86 - $37.97 $6,344 - $6,910	182 Added 1.95%	9,514 $337,000
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

687

Shares Held

226M

Call Options Held

1.8K

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Dynamic Advisor Solutions LLC Dimensional ETF Tr Transaction History