Prevail Innovative Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Prevail Innovative Wealth Advisors, LLC

  • $328 Billion
  • Q3 2024

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 13,345 shares of DFIV stock, worth $471,478. This represents 0.15% of its overall portfolio holdings.

Number of Shares
13,345
Previous 11,343 17.65%
Holding current value
$471,478
Previous $408 Million 24.66%
% of portfolio
0.15%
Previous 0.14%

Shares

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

Nov 13, 2024
BUY
$34.66 - $38.38 $69,389 - $76,836
2,002 Added 17.65%
13,345 $508 Million
Q2 2024

Aug 08, 2024
BUY
$35.5 - $38.02 $19,809 - $21,215
558 Added 5.17%
11,343 $408 Million
Q1 2024

May 09, 2024
SELL
$33.15 - $36.75 $228,735 - $253,575
-6,900 Reduced 39.02%
10,785 $396 Million
Q4 2023

Feb 13, 2024
BUY
$30.86 - $34.46 $1,512 - $1,688
49 Added 0.28%
17,685 $608 Million
Q3 2023

Nov 14, 2023
BUY
$32.1 - $34.42 $566,115 - $607,031
17,636 New
17,636 $575 Million

Others Institutions Holding DFIV

# of Institutions
561
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
Track This Portfolio

Track Prevail Innovative Wealth Advisors, LLC Portfolio

Follow Prevail Innovative 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 Prevail Innovative Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prevail Innovative Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email