Tfc Financial Management Dimensional ETF Tr Transaction History

Tfc Financial Management

$631 Million
Q4 2024

A detailed history of Tfc Financial Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Tfc Financial Management holds 3,003 shares of DFIV stock, worth $120,180. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,003

Previous 2,973 1.01%

Holding current value

$120,180

Previous $113,000 6.19%

% of portfolio

0.02%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$34.86 - $37.97 $1,045 - $1,139	30 Added 1.01%	3,003 $106,000
Q3 2024 Oct 24, 2024	BUY	$34.66 - $38.38 $623 - $690	18 Added 0.61%	2,973 $113,000
Q2 2024 Jul 23, 2024	BUY	$35.5 - $38.02 $2,059 - $2,205	58 Added 2.0%	2,955 $106,000
Q1 2024 Apr 30, 2024	BUY	$33.15 - $36.75 $198 - $220	6 Added 0.21%	2,897 $106,000
Q4 2023 Jan 25, 2024	BUY	$30.86 - $34.46 $864 - $964	28 Added 0.98%	2,891 $99,000
Q3 2023 Oct 23, 2023	BUY	$32.1 - $34.42 $802 - $860	25 Added 0.88%	2,863 $93,000
Q2 2023 Aug 07, 2023	BUY	$31.45 - $33.77 $1,603 - $1,722	51 Added 1.83%	2,838 $93,000
Q1 2023 May 08, 2023	SELL	$30.43 - $33.38 $21,696 - $23,799	-713 Reduced 20.37%	2,787 $89,000
Q4 2022 Feb 13, 2023	SELL	$25.88 - $31.1 $163,121 - $196,023	-6,303 Reduced 64.3%	3,500 $106,000
Q3 2022 Oct 21, 2022	BUY	$25.71 - $30.57 $122,765 - $145,971	4,775 Added 94.97%	9,803 $253,000
Q2 2022 Aug 03, 2022	SELL	$28.66 - $33.84 $3,983 - $4,703	-139 Reduced 2.69%	5,028 $145,000
Q1 2022 May 04, 2022	BUY	$30.75 - $35.49 $1,691 - $1,951	55 Added 1.08%	5,167 $173,000
Q4 2021 Feb 02, 2022	BUY	$31.61 - $34.21 $6,669 - $7,218	211 Added 4.31%	5,112 $168,000
Q3 2021 Nov 02, 2021	BUY	$32.25 - $33.65 $158,057 - $164,918	4,901 New	4,901 $160,000

Others Institutions Holding DFIV

# of Institutions

628

Shares Held

214M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

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Tfc Financial Management Dimensional ETF Tr Transaction History