A detailed history of Sovereign Financial Group, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 24,486 shares of DFIV stock, worth $898,881. This represents 0.22% of its overall portfolio holdings.

Number of Shares
24,486
Previous 23,812 2.83%
Holding current value
$898,881
Previous $855,000 9.01%
% of portfolio
0.22%
Previous 0.22%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$34.66 - $38.38 $23,360 - $25,868
674 Added 2.83%
24,486 $932,000
Q2 2024

Jul 15, 2024

BUY
$35.5 - $38.02 $177,500 - $190,100
5,000 Added 26.58%
23,812 $855,000
Q1 2024

Apr 15, 2024

BUY
$33.15 - $36.75 $26,486 - $29,363
799 Added 4.44%
18,812 $691,000
Q4 2023

Feb 06, 2024

BUY
$30.86 - $34.46 $58,757 - $65,611
1,904 Added 11.82%
18,013 $618,000
Q3 2023

Nov 03, 2023

SELL
$32.1 - $34.42 $14,220 - $15,248
-443 Reduced 2.68%
16,109 $525,000
Q2 2023

Jul 31, 2023

BUY
$31.45 - $33.77 $18,807 - $20,194
598 Added 3.75%
16,552 $543,000
Q1 2023

May 04, 2023

BUY
$30.43 - $33.38 $109,030 - $119,600
3,583 Added 28.96%
15,954 $514,000
Q4 2022

Feb 13, 2023

BUY
$25.88 - $31.1 $118,038 - $141,847
4,561 Added 58.4%
12,371 $376,000
Q3 2022

Nov 14, 2022

BUY
$25.71 - $30.57 $200,795 - $238,751
7,810 New
7,810 $201,000

Others Institutions Holding DFIV

About DIMENSIONAL ETF TR


  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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