Zhang Financial LLC Dimensional ETF Tr Transaction History

Zhang Financial LLC

  • $1.57 Billion
  • Q3 2024

A detailed history of Zhang Financial LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Zhang Financial LLC holds 14,019 shares of DFIV stock, worth $524,170. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,019
Previous 13,959 0.43%
Holding current value
$524,170
Previous $501,000 6.39%
% of portfolio
0.03%
Previous 0.04%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$34.66 - $38.38 $2,079 - $2,302
60 Added 0.43%
14,019 $533,000
Q2 2024

Jul 19, 2024
SELL
$35.5 - $38.02 $144,094 - $154,323
-4,059 Reduced 22.53%
13,959 $501,000
Q1 2024

Apr 24, 2024
BUY
$33.15 - $36.75 $1,060 - $1,176
32 Added 0.18%
18,018 $662,000
Q4 2023

Jan 31, 2024
SELL
$30.86 - $34.46 $45,549 - $50,862
-1,476 Reduced 7.58%
17,986 $617,000
Q3 2023

Oct 11, 2023
SELL
$32.1 - $34.42 $20,030 - $21,478
-624 Reduced 3.11%
19,462 $634,000
Q2 2023

Jul 18, 2023
BUY
$31.45 - $33.77 $11,322 - $12,157
360 Added 1.83%
20,086 $659,000
Q1 2023

May 10, 2023
BUY
$30.43 - $33.38 $2,769 - $3,037
91 Added 0.46%
19,726 $635,000
Q4 2022

May 17, 2023
SELL
$25.88 - $31.1 $2,355 - $2,830
-91 Reduced 0.46%
19,635 $596,000
Q4 2022

Jan 17, 2023
BUY
$25.88 - $31.1 $4,891 - $5,877
189 Added 0.97%
19,635 $597,000
Q3 2022

Oct 18, 2022
BUY
$25.71 - $30.57 $2,571 - $3,057
100 Added 0.52%
19,446 $501,000
Q2 2022

Jul 14, 2022
BUY
$28.66 - $33.84 $554,456 - $654,668
19,346 New
19,346 $559,000
Q1 2022

Apr 21, 2022
SELL
$30.75 - $35.49 $580,529 - $670,015
-18,879 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$31.61 - $34.21 $10,810 - $11,699
342 Added 1.84%
18,879 $620,000
Q3 2021

Oct 20, 2021
BUY
$32.25 - $33.65 $597,818 - $623,770
18,537 New
18,537 $607,000

Others Institutions Holding DFIV

# of Institutions
541
Shares Held
190M
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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