Atlas Capital Advisors LLC Dimensional ETF Tr Transaction History

Atlas Capital Advisors LLC

$788 Billion
Q4 2024

A detailed history of Atlas Capital Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Atlas Capital Advisors LLC holds 30,785 shares of DFIV stock, worth $1.18 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

30,785

Previous 48,198 36.13%

Holding current value

$1.18 Million

Previous $1.84 Billion 40.49%

% of portfolio

0.14%

Previous 0.28%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$34.86 - $37.97 $607,017 - $661,171	-17,413 Reduced 36.13%	30,785 $1.09 Billion
Q3 2024 Nov 05, 2024	BUY	$34.66 - $38.38 $74,588 - $82,593	2,152 Added 4.67%	48,198 $1.84 Billion
Q2 2024 Jul 29, 2024	SELL	$35.5 - $38.02 $7,348 - $7,870	-207 Reduced 0.45%	46,046 $1.65 Billion
Q1 2024 Apr 15, 2024	BUY	$33.15 - $36.75 $41,603 - $46,121	1,255 Added 2.79%	46,253 $1.7 Billion
Q4 2023 Feb 15, 2024	BUY	$30.86 - $34.46 $101,868 - $113,752	3,301 Added 7.92%	44,998 $1.55 Billion
Q3 2023 Nov 14, 2023	BUY	$32.1 - $34.42 $15,375 - $16,487	479 Added 1.16%	41,697 $1.36 Billion
Q2 2023 Aug 15, 2023	BUY	$31.45 - $33.77 $178,793 - $191,982	5,685 Added 16.0%	41,218 $1.35 Billion
Q1 2023 May 16, 2023	BUY	$30.43 - $33.38 $211,914 - $232,458	6,964 Added 24.38%	35,533 $1.15 Billion
Q4 2022 Feb 15, 2023	BUY	$25.88 - $31.1 $2,018 - $2,425	78 Added 0.27%	28,569 $869 Million
Q3 2022 Nov 08, 2022	BUY	$25.71 - $30.57 $352,869 - $419,573	13,725 Added 92.95%	28,491 $734 Million
Q2 2022 Aug 16, 2022	BUY	$28.66 - $33.84 $423,193 - $499,681	14,766 New	14,766 $427 Million

Others Institutions Holding DFIV

# of Institutions

622

Shares Held

213M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Atlas Capital Advisors LLC with notifications on news.

Account

Atlas Capital Advisors LLC Dimensional ETF Tr Transaction History