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 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 Million
Previous $36.8 Million 13.5%
% of portfolio
3.55%
Previous 3.42%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
558
Shares Held
193M
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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