Prevail Innovative Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Prevail Innovative Wealth Advisors, LLC

  • $345 Billion
  • Q4 2024

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 16,735 shares of DFIV stock, worth $636,599. This represents 0.17% of its overall portfolio holdings.

Number of Shares
16,735
Previous 13,345 25.4%
Holding current value
$636,599
Previous $508 Million 16.83%
% of portfolio
0.17%
Previous 0.15%

Shares

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

Feb 12, 2025
BUY
$34.86 - $37.97 $118,175 - $128,718
3,390 Added 25.4%
16,735 $594 Million
Q3 2024

Nov 13, 2024
BUY
$34.66 - $38.38 $69,389 - $76,836
2,002 Added 17.65%
13,345 $508 Million
Q2 2024

Aug 08, 2024
BUY
$35.5 - $38.02 $19,809 - $21,215
558 Added 5.17%
11,343 $408 Million
Q1 2024

May 09, 2024
SELL
$33.15 - $36.75 $228,735 - $253,575
-6,900 Reduced 39.02%
10,785 $396 Million
Q4 2023

Feb 13, 2024
BUY
$30.86 - $34.46 $1,512 - $1,688
49 Added 0.28%
17,685 $608 Million
Q3 2023

Nov 14, 2023
BUY
$32.1 - $34.42 $566,115 - $607,031
17,636 New
17,636 $575 Million

Others Institutions Holding DFIV

# of Institutions
605
Shares Held
205M
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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