Tilson Financial Group, Inc. Dimensional ETF Tr Transaction History

Tilson Financial Group, Inc.

$99 Million
Q2 2024

A detailed history of Tilson Financial Group, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Tilson Financial Group, Inc. holds 82,811 shares of DFIV stock, worth $3.1 Million. This represents 3.01% of its overall portfolio holdings.

Number of Shares

82,811

Previous 74,039 11.85%

Holding current value

$3.1 Million

Previous $2.72 Million 9.37%

% of portfolio

3.01%

Previous 1.46%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	BUY	$35.5 - $38.02 $311,406 - $333,511	8,772 Added 11.85%	82,811 $2.98 Million
Q1 2024 Apr 25, 2024	BUY	$33.15 - $36.75 $611,882 - $678,331	18,458 Added 33.21%	74,039 $2.72 Million
Q4 2023 Jan 29, 2024	BUY	$30.86 - $34.46 $1.07 Million - $1.19 Million	34,527 Added 163.99%	55,581 $1.91 Million
Q3 2023 Oct 31, 2023	BUY	$32.1 - $34.42 $32,549 - $34,901	1,014 Added 5.06%	21,054 $687,000
Q2 2023 Jul 18, 2023	BUY	$31.45 - $33.77 $65,007 - $69,802	2,067 Added 11.5%	20,040 $658,000
Q1 2023 Apr 28, 2023	BUY	$30.43 - $33.38 $107,904 - $118,365	3,546 Added 24.58%	17,973 $579,000
Q4 2022 Feb 06, 2023	BUY	$25.88 - $31.1 $373,370 - $448,679	14,427 New	14,427 $439,000

Others Institutions Holding DFIV

# of Institutions

527

Shares Held

184M

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 Tilson Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tilson Financial Group, Inc. with notifications on news.

Account

Tilson Financial Group, Inc. Dimensional ETF Tr Transaction History