Steward Partners Investment Advisory, LLC Dimensional ETF Tr Transaction History

Steward Partners Investment Advisory, LLC

  • $9.37 Billion
  • Q2 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 103,415 shares of DFIV stock, worth $3.87 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
103,415
Previous 78,313 32.05%
Holding current value
$3.87 Million
Previous $2.88 Million 29.12%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Aug 08, 2024
BUY
$35.5 - $38.02 $891,121 - $954,378
25,102 Added 32.05%
103,415 $3.72 Million
Q1 2024

May 15, 2024
BUY
$33.15 - $36.75 $973,847 - $1.08 Million
29,377 Added 60.03%
78,313 $2.88 Million
Q4 2023

Feb 12, 2024
BUY
$30.86 - $34.46 $472,404 - $527,513
15,308 Added 45.52%
48,936 $1.68 Million
Q3 2023

Nov 13, 2023
BUY
$32.1 - $34.42 $67,442 - $72,316
2,101 Added 6.66%
33,628 $1.1 Million
Q2 2023

Aug 14, 2023
BUY
$31.45 - $33.77 $68,812 - $73,888
2,188 Added 7.46%
31,527 $1.04 Million
Q1 2023

May 15, 2023
BUY
$30.43 - $33.38 $340,968 - $374,022
11,205 Added 61.79%
29,339 $945,000
Q4 2022

Feb 15, 2023
BUY
$25.88 - $31.1 $330,901 - $397,644
12,786 Added 239.08%
18,134 $551,000
Q3 2022

Nov 10, 2022
BUY
$25.71 - $30.57 $67,514 - $80,276
2,626 Added 96.47%
5,348 $138,000
Q3 2021

Nov 12, 2021
BUY
$32.25 - $33.65 $87,784 - $91,595
2,722 New
2,722 $89,000

Others Institutions Holding DFIV

# of Institutions
527
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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