Evoke Wealth, LLC Dimensional ETF Tr Transaction History

Evoke Wealth, LLC

$3.68 Trillion
Q3 2024

A detailed history of Evoke Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Evoke Wealth, LLC holds 13,166 shares of DFIV stock, worth $467,261. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,166

Holding current value

$467,261

% of portfolio

0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$34.66 - $38.38 $456,333 - $505,311	13,166 New	13,166 $501 Million
Q1 2024 May 15, 2024	BUY	$33.15 - $36.75 $33 - $36	1 Added 0.01%	8,164 $300,000
Q4 2023 Feb 12, 2024	SELL	$30.86 - $34.46 $925 - $1,033	-30 Reduced 0.37%	8,163 $280,000
Q3 2023 Nov 13, 2023	SELL	$32.1 - $34.42 $31,682 - $33,972	-987 Reduced 10.75%	8,193 $267,000
Q2 2023 Aug 09, 2023	BUY	$31.45 - $33.77 $78,247 - $84,019	2,488 Added 37.18%	9,180 $301,000
Q1 2023 May 08, 2023	SELL	$30.43 - $33.38 $114,082 - $125,141	-3,749 Reduced 35.91%	6,692 $215,000
Q4 2022 Feb 10, 2023	SELL	$25.88 - $31.1 $5,926 - $7,121	-229 Reduced 2.15%	10,441 $317,000
Q3 2022 Nov 07, 2022	SELL	$25.71 - $30.57 $6.82 Million - $8.11 Million	-265,413 Reduced 96.14%	10,670 $275,000
Q2 2022 Aug 04, 2022	BUY	$28.66 - $33.84 $7.91 Million - $9.34 Million	276,083 New	276,083 $7.98 Million

Others Institutions Holding DFIV

# of Institutions

559

Shares Held

193M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evoke Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evoke Wealth, LLC with notifications on news.

Account