Forvis Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Forvis Wealth Advisors, LLC

$3.96 Billion
Q2 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 853,901 shares of DFIV stock, worth $31.3 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

853,901

Previous 850,759 0.37%

Holding current value

$31.3 Million

Previous $31.3 Million 1.84%

% of portfolio

0.78%

Previous 0.8%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$35.5 - $38.02 $111,541 - $119,458	3,142 Added 0.37%	853,901 $30.7 Million
Q1 2024 Apr 19, 2024	BUY	$33.15 - $36.75 $116,389 - $129,029	3,511 Added 0.41%	850,759 $31.3 Million
Q4 2023 Jan 11, 2024	SELL	$30.86 - $34.46 $57,924 - $64,681	-1,877 Reduced 0.22%	847,248 $29.1 Million
Q3 2023 Oct 25, 2023	SELL	$32.1 - $34.42 $359,680 - $385,676	-11,205 Reduced 1.3%	849,125 $27.7 Million
Q2 2023 Aug 08, 2023	BUY	$31.45 - $33.77 $1.1 Million - $1.18 Million	35,074 Added 4.25%	860,330 $28.3 Million
Q1 2023 Apr 26, 2023	BUY	$30.43 - $33.38 $497,591 - $545,829	16,352 Added 2.02%	825,256 $26.6 Million
Q4 2022 Feb 02, 2023	BUY	$25.88 - $31.1 $1.61 Million - $1.93 Million	62,082 Added 8.31%	808,904 $24.6 Million
Q3 2022 Oct 13, 2022	BUY	$25.71 - $30.57 $1.41 Million - $1.68 Million	54,953 Added 7.94%	746,822 $19.2 Million
Q2 2022 Jul 22, 2022	BUY	$28.66 - $33.84 $19.8 Million - $23.4 Million	691,869 New	691,869 $20 Million

Others Institutions Holding DFIV

# of Institutions

537

Shares Held

185M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Forvis Wealth Advisors, LLC Dimensional ETF Tr Transaction History