Investment Advisory Group, LLC Dimensional ETF Tr Transaction History

Investment Advisory Group, LLC

  • $291 Million
  • Q4 2024

A detailed history of Investment Advisory Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Investment Advisory Group, LLC holds 23,588 shares of DFIV stock, worth $876,765. This represents 0.29% of its overall portfolio holdings.

Number of Shares
23,588
Previous 15,164 55.55%
Holding current value
$876,765
Previous $577,000 44.89%
% of portfolio
0.29%
Previous 0.2%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$34.86 - $37.97 $293,660 - $319,859
8,424 Added 55.55%
23,588 $836,000
Q3 2024

Oct 15, 2024
BUY
$34.66 - $38.38 $13,482 - $14,929
389 Added 2.63%
15,164 $577,000
Q2 2024

Jul 31, 2024
BUY
$35.5 - $38.02 $2,414 - $2,585
68 Added 0.46%
14,775 $531,000
Q1 2024

Apr 29, 2024
BUY
$33.15 - $36.75 $62,487 - $69,273
1,885 Added 14.7%
14,707 $540,000
Q4 2023

Jan 30, 2024
BUY
$30.86 - $34.46 $148,714 - $166,062
4,819 Added 60.21%
12,822 $440,000
Q3 2023

Oct 16, 2023
BUY
$32.1 - $34.42 $59,192 - $63,470
1,844 Added 29.94%
8,003 $261,000
Q2 2023

Jul 17, 2023
BUY
$31.45 - $33.77 $193,700 - $207,989
6,159 New
6,159 $202,000

Others Institutions Holding DFIV

# of Institutions
570
Shares Held
195M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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