Lauterbach Financial Advisors, LLC Dimensional ETF Tr Transaction History

Lauterbach Financial Advisors, LLC

  • $145 Million
  • Q2 2024

A detailed history of Lauterbach Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lauterbach Financial Advisors, LLC holds 270,151 shares of DFIV stock, worth $10.2 Million. This represents 6.71% of its overall portfolio holdings.

Number of Shares
270,151
Previous 263,173 2.65%
Holding current value
$10.2 Million
Previous $9.67 Million 0.39%
% of portfolio
6.71%
Previous 6.67%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$35.5 - $38.02 $247,719 - $265,303
6,978 Added 2.65%
270,151 $9.71 Million
Q1 2024

May 08, 2024
SELL
$33.15 - $36.75 $344,030 - $381,391
-10,378 Reduced 3.79%
263,173 $9.67 Million
Q4 2023

Jan 18, 2024
SELL
$30.86 - $34.46 $40,766 - $45,521
-1,321 Reduced 0.48%
273,551 $9.4 Million
Q3 2023

Oct 30, 2023
BUY
$32.1 - $34.42 $35,117 - $37,655
1,094 Added 0.4%
274,872 $8.97 Million
Q2 2023

Aug 02, 2023
SELL
$31.45 - $33.77 $60,289 - $64,737
-1,917 Reduced 0.7%
273,778 $8.99 Million
Q1 2023

May 01, 2023
SELL
$30.43 - $33.38 $139,643 - $153,180
-4,589 Reduced 1.64%
275,695 $8.89 Million
Q4 2022

Jan 26, 2023
BUY
$25.88 - $31.1 $125,362 - $150,648
4,844 Added 1.76%
280,284 $0
Q3 2022

Oct 28, 2022
SELL
$25.71 - $30.57 $547,982 - $651,568
-21,314 Reduced 7.18%
275,440 $7.1 Million
Q2 2022

Jul 29, 2022
BUY
$28.66 - $33.84 $289,007 - $341,242
10,084 Added 3.52%
296,754 $8.57 Million
Q1 2022

May 11, 2022
BUY
$30.75 - $35.49 $362,788 - $418,711
11,798 Added 4.29%
286,670 $9.6 Million
Q4 2021

Feb 08, 2022
BUY
$31.61 - $34.21 $8.69 Million - $9.4 Million
274,872 New
274,872 $9.02 Million

Others Institutions Holding DFIV

# of Institutions
528
Shares Held
184M
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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