Encompass Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Encompass Wealth Advisors, LLC

  • $278 Million
  • Q3 2024

A detailed history of Encompass Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 23,223 shares of DFIV stock, worth $868,307. This represents 0.32% of its overall portfolio holdings.

Number of Shares
23,223
Previous 23,328 0.45%
Holding current value
$868,307
Previous $838,000 5.49%
% of portfolio
0.32%
Previous 0.32%

Shares

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

Nov 05, 2024
SELL
$34.66 - $38.38 $3,639 - $4,029
-105 Reduced 0.45%
23,223 $884,000
Q2 2024

Aug 08, 2024
BUY
$35.5 - $38.02 $15,584 - $16,690
439 Added 1.92%
23,328 $838,000
Q1 2024

May 10, 2024
BUY
$33.15 - $36.75 $11,934 - $13,230
360 Added 1.6%
22,889 $841,000
Q4 2023

Feb 13, 2024
BUY
$30.86 - $34.46 $35,303 - $39,422
1,144 Added 5.35%
22,529 $774,000
Q3 2023

Nov 07, 2023
BUY
$32.1 - $34.42 $686,458 - $736,071
21,385 New
21,385 $697,000

Others Institutions Holding DFIV

# of Institutions
541
Shares Held
191M
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
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