Orion Portfolio Solutions, LLC Dimensional ETF Tr Transaction History

Orion Portfolio Solutions, LLC

  • $9.27 Billion
  • Q1 2025

A detailed history of Orion Portfolio Solutions, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 20,599 shares of DFIV stock, worth $986,898. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,599
Previous 14,186 45.21%
Holding current value
$986,898
Previous $558,000 45.16%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$35.33 - $40.77 $226,571 - $261,458
6,413 Added 45.21%
20,599 $810,000
Q4 2024

Feb 12, 2025
SELL
$34.86 - $37.97 $5,891 - $6,416
-169 Reduced 1.18%
14,186 $503,000
Q3 2024

Nov 15, 2024
SELL
$34.66 - $38.38 $176,454 - $195,392
-5,091 Reduced 26.18%
14,355 $546,000
Q2 2024

Aug 13, 2024
BUY
$35.5 - $38.02 $204,657 - $219,185
5,765 Added 42.14%
19,446 $698,000
Q1 2024

May 09, 2024
BUY
$33.15 - $36.75 $133,130 - $147,588
4,016 Added 41.55%
13,681 $502,000
Q4 2023

Feb 09, 2024
SELL
$30.86 - $34.46 $59,621 - $66,576
-1,932 Reduced 16.66%
9,665 $332,000
Q3 2023

Nov 01, 2023
SELL
$32.1 - $34.42 $2,953 - $3,166
-92 Reduced 0.79%
11,597 $378,000
Q2 2023

Aug 14, 2023
SELL
$31.45 - $33.77 $107,747 - $115,696
-3,426 Reduced 22.67%
11,689 $383,000
Q1 2023

Aug 30, 2023
BUY
$30.43 - $33.38 $104,253 - $114,359
3,426 Added 29.31%
15,115 $487,000
Q1 2023

May 15, 2023
BUY
$30.43 - $33.38 $144,512 - $158,521
4,749 Added 45.81%
15,115 $487,000
Q4 2022

Feb 08, 2023
BUY
$25.88 - $31.1 $14,104 - $16,949
545 Added 5.55%
10,366 $315,000
Q3 2022

Nov 09, 2022
BUY
$25.71 - $30.57 $5,810 - $6,908
226 Added 2.36%
9,821 $253,000
Q2 2022

Jul 14, 2022
SELL
$28.66 - $33.84 $4,872 - $5,752
-170 Reduced 1.74%
9,595 $277,000
Q1 2022

May 19, 2022
SELL
$30.75 - $35.49 $79,488 - $91,741
-2,585 Reduced 20.93%
9,765 $327,000
Q4 2021

Feb 09, 2022
BUY
$31.61 - $34.21 $8,060 - $8,723
255 Added 2.11%
12,350 $405,000
Q3 2021

Nov 10, 2021
BUY
$32.25 - $33.65 $390,063 - $406,996
12,095 New
12,095 $396,000

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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