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 $688,450. This represents 0.39% of its overall portfolio holdings.

Number of Shares
17,500
Previous 17,650 0.85%
Holding current value
$688,450
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
645
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
Track This Portfolio

Track Valued Wealth Advisors LLC Portfolio

Follow Valued Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valued Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valued Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email