Ellenbecker Investment Group Dimensional ETF Tr Transaction History

Ellenbecker Investment Group

  • $541 Million
  • Q4 2024

A detailed history of Ellenbecker Investment Group transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ellenbecker Investment Group holds 19,779 shares of DFIV stock, worth $713,824. This represents 0.13% of its overall portfolio holdings.

Number of Shares
19,779
Previous 21,051 6.04%
Holding current value
$713,824
Previous $801,000 12.48%
% of portfolio
0.13%
Previous 0.15%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
SELL
$34.86 - $37.97 $44,341 - $48,297
-1,272 Reduced 6.04%
19,779 $701,000
Q3 2024

Oct 17, 2024
SELL
$34.66 - $38.38 $22,875 - $25,330
-660 Reduced 3.04%
21,051 $801,000
Q2 2024

Jul 11, 2024
SELL
$35.5 - $38.02 $275,941 - $295,529
-7,773 Reduced 26.36%
21,711 $780,000
Q1 2024

Apr 09, 2024
SELL
$33.15 - $36.75 $165 - $183
-5 Reduced 0.02%
29,484 $1.08 Million
Q4 2023

Feb 01, 2024
SELL
$30.86 - $34.46 $109,645 - $122,436
-3,553 Reduced 10.75%
29,489 $1.01 Million
Q3 2023

Oct 17, 2023
SELL
$32.1 - $34.42 $5,296 - $5,679
-165 Reduced 0.5%
33,042 $1.08 Million
Q2 2023

Jul 31, 2023
SELL
$31.45 - $33.77 $5,252 - $5,639
-167 Reduced 0.5%
33,207 $1.09 Million
Q1 2023

Apr 18, 2023
BUY
$30.43 - $33.38 $3,560 - $3,905
117 Added 0.35%
33,374 $1.08 Million
Q4 2022

Jan 11, 2023
SELL
$25.88 - $31.1 $31,677 - $38,066
-1,224 Reduced 3.55%
33,257 $1.01 Million
Q3 2022

Oct 17, 2022
SELL
$25.71 - $30.57 $17,919 - $21,307
-697 Reduced 1.98%
34,481 $888,000
Q2 2022

Jul 05, 2022
BUY
$28.66 - $33.84 $3,037 - $3,587
106 Added 0.3%
35,178 $1.02 Million
Q1 2022

Apr 13, 2022
SELL
$30.75 - $35.49 $62,545 - $72,186
-2,034 Reduced 5.48%
35,072 $1.17 Million
Q4 2021

Jan 04, 2022
SELL
$31.61 - $34.21 $66,949 - $72,456
-2,118 Reduced 5.4%
37,106 $1.22 Million
Q3 2021

Oct 20, 2021
BUY
$32.25 - $33.65 $1.26 Million - $1.32 Million
39,224 New
39,224 $1.28 Million

Others Institutions Holding DFIV

# of Institutions
563
Shares Held
194M
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 Ellenbecker Investment Group Portfolio

Follow Ellenbecker Investment Group 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 Ellenbecker Investment Group, based on Form 13F filings with the SEC.

News

Stay updated on Ellenbecker Investment Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email