Strata Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Strata Wealth Advisors, LLC

$290 Billion
Q2 2024

A detailed history of Strata Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 26,077 shares of DFIV stock, worth $975,019. This represents 0.32% of its overall portfolio holdings.

Number of Shares

26,077

Previous 25,912 0.64%

Holding current value

$975,019

Previous $952 Million 1.58%

% of portfolio

0.32%

Previous 0.33%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$35.5 - $38.02 $5,857 - $6,273	165 Added 0.64%	26,077 $937 Million
Q1 2024 Apr 17, 2024	BUY	$33.15 - $36.75 $9,248 - $10,253	279 Added 1.09%	25,912 $952 Million
Q4 2023 Jan 31, 2024	SELL	$30.86 - $34.46 $1.26 Million - $1.4 Million	-40,683 Reduced 61.35%	25,633 $881 Million
Q3 2023 Oct 26, 2023	BUY	$32.1 - $34.42 $1.31 Million - $1.4 Million	40,761 Added 159.5%	66,316 $2.16 Billion
Q1 2023 May 10, 2023	SELL	$30.43 - $33.38 $10,467 - $11,482	-344 Reduced 1.33%	25,555 $824 Million
Q4 2022 Apr 28, 2023	BUY	$25.88 - $31.1 $670,266 - $805,458	25,899 New	25,899 $787 Million

Others Institutions Holding DFIV

# of Institutions

541

Shares Held

190M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Strata Wealth Advisors, LLC Dimensional ETF Tr Transaction History