Evergreen Capital Management LLC Dimensional ETF Tr Transaction History

Evergreen Capital Management LLC

  • $2.6 Billion
  • Q2 2024

A detailed history of Evergreen Capital Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Evergreen Capital Management LLC holds 10,764 shares of DFIV stock, worth $402,465. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,764
Previous 10,764 -0.0%
Holding current value
$402,465
Previous $395,000 2.28%
% of portfolio
0.01%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
BUY
$30.86 - $34.46 $8,949 - $9,993
290 Added 2.77%
10,764 $369,000
Q3 2023

Nov 14, 2023
BUY
$32.1 - $34.42 $10,111 - $10,842
315 Added 3.1%
10,474 $341,000
Q1 2023

May 15, 2023
BUY
$30.43 - $33.38 $6,086 - $6,676
200 Added 2.01%
10,159 $327,000
Q4 2022

Feb 14, 2023
BUY
$25.88 - $31.1 $257,738 - $309,724
9,959 New
9,959 $302,000
Q2 2022

Aug 15, 2022
BUY
$28.66 - $33.84 $316,263 - $373,424
11,035 New
11,035 $319,000

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
Track This Portfolio

Track Evergreen Capital Management LLC Portfolio

Follow Evergreen Capital Management 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 Evergreen Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Capital Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email