Evoke Wealth, LLC Dimensional ETF Tr Transaction History

Evoke Wealth, LLC

$3.83 Trillion
Q1 2025

A detailed history of Evoke Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Evoke Wealth, LLC holds 88,867 shares of DFIV stock, worth $3.8 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

88,867

Previous 13,195 573.49%

Holding current value

$3.8 Million

Previous $468 Million 647.16%

% of portfolio

0.09%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$35.33 - $40.77 $2.67 Million - $3.09 Million	75,672 Added 573.49%	88,867 $3.5 Billion
Q4 2024 Feb 10, 2025	BUY	$34.86 - $37.97 $1,010 - $1,101	29 Added 0.22%	13,195 $468 Million
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

690

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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