Lauterbach Financial Advisors, LLC Dimensional ETF Tr Transaction History

Lauterbach Financial Advisors, LLC

$157 Million
Q3 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 275,179 shares of DFIV stock, worth $9.82 Million. This represents 6.69% of its overall portfolio holdings.

Number of Shares

275,179

Previous 270,151 1.86%

Holding current value

$9.82 Million

Previous $9.71 Million 7.92%

% of portfolio

6.69%

Previous 6.71%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$34.66 - $38.38 $174,270 - $192,974	5,028 Added 1.86%	275,179 $10.5 Million
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

559

Shares Held

193M

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 Lauterbach Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lauterbach Financial Advisors, LLC with notifications on news.

Account

Lauterbach Financial Advisors, LLC Dimensional ETF Tr Transaction History