Fortis Advisors, LLC Dimensional ETF Tr Transaction History

Fortis Advisors, LLC

  • $128 Million
  • Q4 2024

A detailed history of Fortis Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fortis Advisors, LLC holds 5,972 shares of DFIV stock, worth $239,536. This represents 0.16% of its overall portfolio holdings.

Number of Shares
5,972
Previous 5,914 0.98%
Holding current value
$239,536
Previous $225,000 6.22%
% of portfolio
0.16%
Previous 0.17%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$34.86 - $37.97 $2,021 - $2,202
58 Added 0.98%
5,972 $211,000
Q3 2024

Nov 07, 2024
BUY
$34.66 - $38.38 $1,282 - $1,420
37 Added 0.63%
5,914 $225,000
Q2 2024

Dec 05, 2024
SELL
$35.5 - $38.02 $1,313 - $1,406
-37 Reduced 0.63%
5,877 $211,000
Q2 2024

Aug 08, 2024
BUY
$35.5 - $38.02 $4,047 - $4,334
114 Added 1.98%
5,877 $211,000
Q1 2024

Dec 05, 2024
SELL
$33.15 - $36.75 $5,005 - $5,549
-151 Reduced 2.55%
5,763 $211,000
Q1 2024

May 13, 2024
BUY
$33.15 - $36.75 $464 - $514
14 Added 0.24%
5,763 $211,000
Q4 2023

Feb 13, 2024
BUY
$30.86 - $34.46 $1,697 - $1,895
55 Added 0.97%
5,749 $197,000
Q3 2023

Nov 13, 2023
BUY
$32.1 - $34.42 $1,605 - $1,721
50 Added 0.89%
5,694 $185,000
Q2 2023

Aug 14, 2023
BUY
$31.45 - $33.77 $3,176 - $3,410
101 Added 1.82%
5,644 $185,000
Q1 2023

May 09, 2023
BUY
$30.43 - $33.38 $760 - $834
25 Added 0.45%
5,543 $178,000
Q4 2022

Feb 14, 2023
BUY
$25.88 - $31.1 $1,345 - $1,617
52 Added 0.95%
5,518 $167,000
Q3 2022

Nov 10, 2022
BUY
$25.71 - $30.57 $745 - $886
29 Added 0.53%
5,466 $141,000
Q2 2022

Aug 15, 2022
BUY
$28.66 - $33.84 $3,439 - $4,060
120 Added 2.26%
5,437 $157,000
Q1 2022

May 16, 2022
BUY
$30.75 - $35.49 $307 - $354
10 Added 0.19%
5,317 $178,000
Q4 2021

Feb 14, 2022
BUY
$31.61 - $34.21 $3,002 - $3,249
95 Added 1.82%
5,307 $174,000
Q3 2021

Nov 12, 2021
BUY
$32.25 - $33.65 $168,087 - $175,383
5,212 New
5,212 $171,000

Others Institutions Holding DFIV

# of Institutions
629
Shares Held
214M
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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