Evergreen Capital Management LLC Dimensional ETF Tr Transaction History

Evergreen Capital Management LLC

  • $3.91 Billion
  • Q3 2025

A detailed history of Evergreen Capital Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Evergreen Capital Management LLC holds 12,017 shares of DFIV stock, worth $575,734. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,017
Previous 11,943 0.62%
Holding current value
$575,734
Previous $511,000 8.41%
% of portfolio
0.01%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
$42.66 - $46.53 $3,156 - $3,443
74 Added 0.62%
12,017 $554,000
Q2 2025

Aug 14, 2025
BUY
$34.67 - $43.21 $6,934 - $8,642
200 Added 1.7%
11,943 $511,000
Q1 2025

May 15, 2025
BUY
$35.33 - $40.77 $7,066 - $8,154
200 Added 1.73%
11,743 $462,000
Q4 2024

Feb 13, 2025
BUY
$34.86 - $37.97 $25,761 - $28,059
739 Added 6.84%
11,543 $409,000
Q3 2024

Nov 14, 2024
BUY
$34.66 - $38.38 $1,386 - $1,535
40 Added 0.37%
10,804 $411,000
Q4 2023

Feb 14, 2024
BUY
$30.86 - $34.46 $8,949 - $9,993
290 Added 2.77%
10,764 $369,000
Q3 2023

Nov 14, 2023
BUY
$32.1 - $34.42 $10,111 - $10,842
315 Added 3.1%
10,474 $341,000
Q1 2023

May 15, 2023
BUY
$30.43 - $33.38 $6,086 - $6,676
200 Added 2.01%
10,159 $327,000
Q4 2022

Feb 14, 2023
BUY
$25.88 - $31.1 $257,738 - $309,724
9,959 New
9,959 $302,000
Q2 2022

Aug 15, 2022
BUY
$28.66 - $33.84 $316,263 - $373,424
11,035 New
11,035 $319,000

Others Institutions Holding DFIV

# of Institutions
792
Shares Held
258M
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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