Valued Wealth Advisors LLC Dimensional ETF Tr Transaction History

Valued Wealth Advisors LLC

  • $160 Billion
  • Q4 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 17,500 shares of DFIV stock, worth $649,775. This represents 0.39% of its overall portfolio holdings.

Number of Shares
17,500
Previous 17,650 0.85%
Holding current value
$649,775
Previous $672 Million 7.62%
% of portfolio
0.39%
Previous 0.44%

Shares

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

Jan 22, 2025
SELL
$34.86 - $37.97 $5,229 - $5,695
-150 Reduced 0.85%
17,500 $621 Million
Q3 2024

Oct 28, 2024
SELL
$34.66 - $38.38 $3,812 - $4,221
-110 Reduced 0.62%
17,650 $672 Million
Q2 2024

Jul 16, 2024
BUY
$35.5 - $38.02 $11,502 - $12,318
324 Added 1.86%
17,760 $638 Million
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
569
Shares Held
195M
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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