Encompass Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Encompass Wealth Advisors, LLC

$243 Million
Q1 2025

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 23,551 shares of DFIV stock, worth $1 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

23,551

Previous 23,982 1.8%

Holding current value

$1 Million

Previous $850,000 8.94%

% of portfolio

0.38%

Previous 0.35%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$35.33 - $40.77 $15,227 - $17,571	-431 Reduced 1.8%	23,551 $926,000
Q4 2024 Jan 27, 2025	BUY	$34.86 - $37.97 $26,458 - $28,819	759 Added 3.27%	23,982 $850,000
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

688

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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Encompass Wealth Advisors, LLC Dimensional ETF Tr Transaction History