A detailed history of Dynamic Advisor Solutions LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 9,332 shares of DFIV stock, worth $331,472. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,332
Previous 9,455 1.3%
Holding current value
$331,472
Previous $339,000 4.72%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 07, 2024

SELL
$34.66 - $38.38 $4,263 - $4,720
-123 Reduced 1.3%
9,332 $355,000
Q2 2024

Jul 15, 2024

BUY
$35.5 - $38.02 $35,038 - $37,525
987 Added 11.66%
9,455 $339,000
Q1 2024

Apr 12, 2024

SELL
$33.15 - $36.75 $3,182 - $3,528
-96 Reduced 1.12%
8,468 $311,000
Q4 2023

Jan 10, 2024

BUY
$30.86 - $34.46 $524 - $585
17 Added 0.2%
8,564 $294,000
Q3 2023

Oct 10, 2023

SELL
$32.1 - $34.42 $50,814 - $54,486
-1,583 Reduced 15.63%
8,547 $278,000
Q2 2023

Aug 03, 2023

BUY
$31.45 - $33.77 $50,225 - $53,930
1,597 Added 18.72%
10,130 $332,000
Q1 2023

Apr 10, 2023

SELL
$30.43 - $33.38 $231,785 - $254,255
-7,617 Reduced 47.16%
8,533 $275,000
Q3 2022

Oct 20, 2022

SELL
$25.71 - $30.57 $31,366 - $37,295
-1,220 Reduced 7.02%
16,150 $416,000
Q2 2022

Jul 27, 2022

BUY
$28.66 - $33.84 $497,824 - $587,800
17,370 New
17,370 $502,000
Q1 2022

Apr 11, 2022

SELL
$30.75 - $35.49 $502,916 - $580,438
-16,355 Closed
0 $0
Q4 2021

Jan 26, 2022

SELL
$31.61 - $34.21 $26,836 - $29,044
-849 Reduced 4.93%
16,355 $537,000
Q3 2021

Oct 28, 2021

BUY
$32.25 - $33.65 $554,829 - $578,914
17,204 New
17,204 $563,000

Others Institutions Holding DFIV

About DIMENSIONAL ETF TR


  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Dynamic Advisor Solutions LLC Portfolio

Follow Dynamic Advisor Solutions 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 Dynamic Advisor Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.