Evergreen Capital Management LLC Dimensional ETF Tr Transaction History

Evergreen Capital Management LLC

$2.75 Billion
Q1 2025

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 11,743 shares of DFIV stock, worth $499,077. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,743

Previous 11,543 1.73%

Holding current value

$499,077

Previous $409,000 12.96%

% of portfolio

0.02%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$35.33 - $40.77 $7,066 - $8,154	200 Added 1.73%	11,743 $462,000
Q4 2024 Feb 13, 2025	BUY	$34.86 - $37.97 $25,761 - $28,059	739 Added 6.84%	11,543 $409,000
Q3 2024 Nov 14, 2024	BUY	$34.66 - $38.38 $1,386 - $1,535	40 Added 0.37%	10,804 $411,000
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

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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Evergreen Capital Management LLC Dimensional ETF Tr Transaction History