Montag A & Associates Inc Dimensional ETF Tr Transaction History

Montag A & Associates Inc

  • $1.97 Billion
  • Q1 2025

A detailed history of Montag A & Associates Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Montag A & Associates Inc holds 17,152 shares of DFIV stock, worth $725,186. This represents 0.03% of its overall portfolio holdings.

Number of Shares
17,152
Previous 17,094 0.34%
Holding current value
$725,186
Previous $606,000 11.39%
% of portfolio
0.03%
Previous 0.03%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
BUY
$35.33 - $40.77 $2,049 - $2,364
58 Added 0.34%
17,152 $675,000
Q4 2024

Jan 30, 2025
BUY
$34.86 - $37.97 $5,612 - $6,113
161 Added 0.95%
17,094 $606,000
Q3 2024

Nov 05, 2024
BUY
$34.66 - $38.38 $3,465 - $3,838
100 Added 0.59%
16,933 $644,000
Q2 2024

Jul 31, 2024
BUY
$35.5 - $38.02 $11,111 - $11,900
313 Added 1.89%
16,833 $604,000
Q1 2024

May 07, 2024
BUY
$33.15 - $36.75 $1,226 - $1,359
37 Added 0.22%
16,520 $607,000
Q4 2023

Feb 07, 2024
BUY
$30.86 - $34.46 $4,690 - $5,237
152 Added 0.93%
16,483 $566,000
Q3 2023

Nov 09, 2023
BUY
$32.1 - $34.42 $4,365 - $4,681
136 Added 0.84%
16,331 $532,000
Q2 2023

Aug 09, 2023
BUY
$31.45 - $33.77 $8,680 - $9,320
276 Added 1.73%
16,195 $532,000
Q1 2023

May 11, 2023
BUY
$30.43 - $33.38 $2,099 - $2,303
69 Added 0.44%
15,919 $513,000
Q4 2022

Feb 02, 2023
BUY
$25.88 - $31.1 $3,700 - $4,447
143 Added 0.91%
15,850 $481,000
Q3 2022

Nov 09, 2022
BUY
$25.71 - $30.57 $2,031 - $2,415
79 Added 0.51%
15,707 $405,000
Q2 2022

Aug 10, 2022
BUY
$28.66 - $33.84 $9,429 - $11,133
329 Added 2.15%
15,628 $451,000
Q1 2022

May 02, 2022
BUY
$30.75 - $35.49 $861 - $993
28 Added 0.18%
15,299 $512,000
Q4 2021

Feb 09, 2022
BUY
$31.61 - $34.21 $8,186 - $8,860
259 Added 1.73%
15,271 $501,000
Q3 2021

Nov 08, 2021
BUY
$32.25 - $33.65 $484,137 - $505,153
15,012 New
15,012 $492,000

Others Institutions Holding DFIV

# of Institutions
688
Shares Held
226M
Call Options Held
1.8K
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR

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