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 $910,732. This represents 0.29% of its overall portfolio holdings.

Number of Shares

23,588

Previous 15,164 55.55%

Holding current value

$910,732

Previous $577,000 44.89%

% of portfolio

0.29%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

625

Shares Held

214M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Investment Advisory Group, LLC Dimensional ETF Tr Transaction History