Optivise Advisory Services LLC Dimensional ETF Tr Transaction History

Optivise Advisory Services LLC

  • $186 Billion
  • Q4 2024

A detailed history of Optivise Advisory Services LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Optivise Advisory Services LLC holds 23,642 shares of DFIV stock, worth $946,152. This represents 0.45% of its overall portfolio holdings.

Number of Shares
23,642
Previous 23,380 1.12%
Holding current value
$946,152
Previous $890 Million 5.78%
% of portfolio
0.45%
Previous 0.47%

Shares

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

Feb 13, 2025
BUY
$34.86 - $37.97 $9,133 - $9,948
262 Added 1.12%
23,642 $839 Million
Q3 2024

Nov 12, 2024
BUY
$34.66 - $38.38 $810,350 - $897,324
23,380 New
23,380 $890 Million
Q2 2024

Nov 14, 2024
BUY
$35.5 - $38.02 $65,781 - $70,451
1,853 Added 7.93%
25,233 $907 Million

Others Institutions Holding DFIV

# of Institutions
628
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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