Tfc Financial Management Dimensional ETF Tr Transaction History

Tfc Financial Management

$629 Million
Q3 2024

A detailed history of Tfc Financial Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Tfc Financial Management holds 2,973 shares of DFIV stock, worth $106,136. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,973

Previous 2,955 0.61%

Holding current value

$106,136

Previous $106,000 6.6%

% of portfolio

0.02%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

559

Shares Held

193M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tfc Financial Management, based on Form 13F filings with the SEC.

News

Stay updated on Tfc Financial Management with notifications on news.

Account

Tfc Financial Management Dimensional ETF Tr Transaction History