Valued Wealth Advisors LLC Dimensional ETF Tr Transaction History

Valued Wealth Advisors LLC

  • $141 Billion
  • Q1 2024

A detailed history of Valued Wealth Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 17,436 shares of DFIV stock, worth $626,649. This represents 0.45% of its overall portfolio holdings.

Number of Shares
17,436
Previous 16,924 3.03%
Holding current value
$626,649
Previous $552 Million 16.07%
% of portfolio
0.45%
Previous 0.51%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$33.15 - $36.75 $16,972 - $18,816
512 Added 3.03%
17,436 $641 Million
Q4 2023

Jan 05, 2024
BUY
$30.86 - $34.46 $522,274 - $583,201
16,924 New
16,924 $552 Million

Others Institutions Holding DFIV

# of Institutions
506
Shares Held
168M
Call Options Held
400
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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