Certified Advisory Corp Dimensional ETF Tr Transaction History

Certified Advisory Corp

$910 Million
Q4 2024

A detailed history of Certified Advisory Corp transactions in Dimensional ETF Tr stock. As of the latest transaction made, Certified Advisory Corp holds 121,894 shares of DFIV stock, worth $4.9 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

121,894

Previous 115,414 5.61%

Holding current value

$4.9 Million

Previous $4.39 Million 1.62%

% of portfolio

0.48%

Previous 0.5%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$34.86 - $37.97 $225,892 - $246,045	6,480 Added 5.61%	121,894 $4.32 Million
Q3 2024 Nov 12, 2024	BUY	$34.66 - $38.38 $862,375 - $954,932	24,881 Added 27.48%	115,414 $4.39 Million
Q2 2024 Aug 13, 2024	BUY	$35.5 - $38.02 $1.92 Million - $2.05 Million	53,986 Added 147.72%	90,533 $3.25 Million
Q1 2024 May 10, 2024	BUY	$33.15 - $36.75 $20,983 - $23,262	633 Added 1.76%	36,547 $1.34 Million
Q4 2023 Feb 09, 2024	BUY	$30.86 - $34.46 $15,831 - $17,677	513 Added 1.45%	35,914 $1.23 Million
Q3 2023 Nov 13, 2023	SELL	$32.1 - $34.42 $62,787 - $67,325	-1,956 Reduced 5.24%	35,401 $1.15 Million
Q2 2023 Aug 14, 2023	BUY	$31.45 - $33.77 $72,649 - $78,008	2,310 Added 6.59%	37,357 $1.23 Million
Q1 2023 May 15, 2023	BUY	$30.43 - $33.38 $17,679 - $19,393	581 Added 1.69%	35,047 $1.13 Million
Q4 2022 Feb 14, 2023	BUY	$25.88 - $31.1 $10,119 - $12,160	391 Added 1.15%	34,466 $1.05 Million
Q3 2022 Nov 14, 2022	BUY	$25.71 - $30.57 $46,329 - $55,087	1,802 Added 5.58%	34,075 $878,000
Q2 2022 Aug 15, 2022	BUY	$28.66 - $33.84 $70,417 - $83,144	2,457 Added 8.24%	32,273 $932,000
Q1 2022 May 13, 2022	BUY	$30.75 - $35.49 $916,842 - $1.06 Million	29,816 New	29,816 $998,000

Others Institutions Holding DFIV

# of Institutions

628

Shares Held

214M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
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Industry ETFs

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Certified Advisory Corp Dimensional ETF Tr Transaction History