True Link Financial Advisors, LLC Dimensional ETF Tr Transaction History

True Link Financial Advisors, LLC

$1.18 Billion
Q3 2024

A detailed history of True Link Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 1,098,326 shares of DFIV stock, worth $40.3 Million. This represents 3.55% of its overall portfolio holdings.

Number of Shares

1,098,326

Previous 1,025,300 7.12%

Holding current value

$40.3 Million

Previous $36.8 Million 13.5%

% of portfolio

3.55%

Previous 3.42%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$34.66 - $38.38 $2.53 Million - $2.8 Million	73,026 Added 7.12%	1,098,326 $41.8 Million
Q2 2024 Jul 12, 2024	BUY	$35.5 - $38.02 $604,103 - $646,986	17,017 Added 1.69%	1,025,300 $36.8 Million
Q1 2024 Apr 19, 2024	SELL	$33.15 - $36.75 $4.75 Million - $5.26 Million	-143,165 Reduced 12.43%	1,008,283 $37.1 Million
Q4 2023 Jan 19, 2024	BUY	$30.86 - $34.46 $7.36 Million - $8.22 Million	238,428 Added 26.11%	1,151,448 $39.6 Million
Q3 2023 Oct 30, 2023	BUY	$32.1 - $34.42 $910,388 - $976,185	28,361 Added 3.21%	913,020 $29.8 Million
Q2 2023 Jul 20, 2023	BUY	$31.45 - $33.77 $303,901 - $326,319	9,663 Added 1.1%	884,659 $29.1 Million
Q1 2023 May 05, 2023	BUY	$30.43 - $33.38 $412,204 - $452,165	13,546 Added 1.57%	874,996 $28.2 Million
Q4 2022 Feb 09, 2023	BUY	$25.88 - $31.1 $1.15 Million - $1.38 Million	44,278 Added 5.42%	861,450 $26.2 Million
Q3 2022 Nov 09, 2022	BUY	$25.71 - $30.57 $4.32 Million - $5.14 Million	168,069 Added 25.89%	817,172 $21.1 Million
Q2 2022 Aug 04, 2022	BUY	$28.66 - $33.84 $18.6 Million - $22 Million	649,103 New	649,103 $18.8 Million

Others Institutions Holding DFIV

# of Institutions

537

Shares Held

185M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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True Link Financial Advisors, LLC Dimensional ETF Tr Transaction History