A detailed history of Investmark Advisory Group LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Investmark Advisory Group LLC holds 93,216 shares of DFIV stock, worth $3.29 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares
93,216
Previous 87,958 5.98%
Holding current value
$3.29 Million
Previous $3.16 Million 12.27%
% of portfolio
1.76%
Previous 1.71%

Shares

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

Nov 14, 2024

BUY
$34.66 - $38.38 $182,242 - $201,802
5,258 Added 5.98%
93,216 $3.55 Million
Q2 2024

Aug 14, 2024

BUY
$35.5 - $38.02 $340,196 - $364,345
9,583 Added 12.23%
87,958 $3.16 Million
Q1 2024

May 17, 2024

SELL
$33.15 - $36.75 $162,103 - $179,707
-4,890 Reduced 5.87%
78,375 $2.88 Million
Q4 2023

Feb 14, 2024

BUY
$30.86 - $34.46 $231,480 - $258,484
7,501 Added 9.9%
83,265 $2.86 Million
Q2 2023

Aug 14, 2023

BUY
$31.45 - $33.77 $156,337 - $167,870
4,971 Added 7.02%
75,764 $2.49 Million
Q1 2023

May 15, 2023

BUY
$30.43 - $33.38 $336,099 - $368,682
11,045 Added 18.49%
70,793 $2.28 Million
Q4 2022

Jan 24, 2023

BUY
$25.88 - $31.1 $237,604 - $285,529
9,181 Added 18.16%
59,748 $0
Q3 2022

Nov 14, 2022

BUY
$25.71 - $30.57 $246,224 - $292,768
9,577 Added 23.36%
50,567 $1.3 Million
Q2 2022

Jul 15, 2022

BUY
$28.66 - $33.84 $180,987 - $213,699
6,315 Added 18.21%
40,990 $1.18 Million
Q1 2022

May 03, 2022

BUY
$30.75 - $35.49 $537,879 - $620,791
17,492 Added 101.8%
34,675 $1.16 Million
Q4 2021

May 03, 2022

BUY
$31.61 - $34.21 $543,154 - $587,830
17,183 New
17,183 $563,000

Others Institutions Holding DFIV

About DIMENSIONAL ETF TR


  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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