Stratos Wealth Partners, Ltd. Dimensional ETF Tr Transaction History

Stratos Wealth Partners, Ltd.

  • $6.9 Billion
  • Q4 2024

A detailed history of Stratos Wealth Partners, Ltd. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 69,716 shares of DFIV stock, worth $2.79 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
69,716
Previous 71,593 2.62%
Holding current value
$2.79 Million
Previous $2.73 Million 9.32%
% of portfolio
0.04%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$34.86 - $37.97 $65,432 - $71,269
-1,877 Reduced 2.62%
69,716 $2.47 Million
Q3 2024

Oct 17, 2024
SELL
$34.66 - $38.38 $15,804 - $17,501
-456 Reduced 0.63%
71,593 $2.73 Million
Q2 2024

Jul 24, 2024
BUY
$35.5 - $38.02 $22,649 - $24,256
638 Added 0.89%
72,049 $2.59 Million
Q1 2024

Apr 16, 2024
SELL
$33.15 - $36.75 $12,663 - $14,038
-382 Reduced 0.53%
71,411 $2.62 Million
Q4 2023

Jan 24, 2024
SELL
$30.86 - $34.46 $26,292 - $29,359
-852 Reduced 1.17%
71,793 $2.47 Million
Q3 2023

Oct 24, 2023
SELL
$32.1 - $34.42 $57,972 - $62,162
-1,806 Reduced 2.43%
72,645 $2.37 Million
Q2 2023

Jul 18, 2023
BUY
$31.45 - $33.77 $11,101 - $11,920
353 Added 0.48%
74,451 $2.45 Million
Q1 2023

Apr 27, 2023
SELL
$30.43 - $33.38 $125,158 - $137,291
-4,113 Reduced 5.26%
74,098 $2.39 Million
Q4 2022

Jan 19, 2023
BUY
$25.88 - $31.1 $169,436 - $203,611
6,547 Added 9.14%
78,211 $0
Q3 2022

Oct 24, 2022
BUY
$25.71 - $30.57 $1.84 Million - $2.19 Million
71,664 New
71,664 $1.85 Million
Q2 2022

Jul 22, 2022
SELL
$28.66 - $33.84 $199,330 - $235,357
-6,955 Closed
0 $0
Q1 2022

Apr 26, 2022
BUY
$30.75 - $35.49 $213,866 - $246,832
6,955 New
6,955 $233,000

Others Institutions Holding DFIV

# of Institutions
628
Shares Held
214M
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
Track This Portfolio

Track Stratos Wealth Partners, Ltd. Portfolio

Follow Stratos Wealth Partners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stratos Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Stratos Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email