Herold Advisors, Inc. Dimensional ETF Tr Transaction History

Herold Advisors, Inc.

$443 Million
Q4 2024

A detailed history of Herold Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Herold Advisors, Inc. holds 50,861 shares of DFIV stock, worth $1.95 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

50,861

Previous 46,606 9.13%

Holding current value

$1.95 Million

Previous $1.77 Million 1.69%

% of portfolio

0.41%

Previous 0.4%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$34.86 - $37.97 $148,329 - $161,562	4,255 Added 9.13%	50,861 $1.8 Million
Q3 2024 Nov 14, 2024	BUY	$34.66 - $38.38 $60,308 - $66,781	1,740 Added 3.88%	46,606 $1.77 Million
Q2 2024 Jul 24, 2024	BUY	$35.5 - $38.02 $493,556 - $528,592	13,903 Added 44.9%	44,866 $1.61 Million
Q1 2024 May 10, 2024	BUY	$33.15 - $36.75 $723,896 - $802,509	21,837 Added 239.28%	30,963 $1.14 Million
Q4 2023 Feb 02, 2024	BUY	$30.86 - $34.46 $281,628 - $314,481	9,126 New	9,126 $313,000

Others Institutions Holding DFIV

# of Institutions

622

Shares Held

213M

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 Herold Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Herold Advisors, Inc. with notifications on news.

Account

Herold Advisors, Inc. Dimensional ETF Tr Transaction History