Trademark Financial Management, LLC Dimensional ETF Tr Transaction History

Trademark Financial Management, LLC

  • $126 Billion
  • Q4 2024

A detailed history of Trademark Financial Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Trademark Financial Management, LLC holds 14,086 shares of DFIV stock, worth $565,693. This represents 0.4% of its overall portfolio holdings.

Number of Shares
14,086
Previous 39,107 63.98%
Holding current value
$565,693
Previous $1.49 Billion 66.44%
% of portfolio
0.4%
Previous 1.18%

Shares

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

Jan 30, 2025
SELL
$34.86 - $37.97 $872,232 - $950,047
-25,021 Reduced 63.98%
14,086 $500 Million
Q3 2024

Oct 31, 2024
BUY
$34.66 - $38.38 $273,675 - $303,048
7,896 Added 25.3%
39,107 $1.49 Billion
Q2 2024

Jul 30, 2024
BUY
$35.5 - $38.02 $21,087 - $22,583
594 Added 1.94%
31,211 $1.12 Billion
Q1 2024

May 07, 2024
BUY
$33.15 - $36.75 $11,701 - $12,972
353 Added 1.17%
30,617 $1.13 Billion
Q4 2023

Feb 13, 2024
BUY
$30.86 - $34.46 $933,947 - $1.04 Million
30,264 New
30,264 $1.04 Billion

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
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