Shanker Valleau Wealth Advisors, Inc. Dimensional ETF Tr Transaction History

Shanker Valleau Wealth Advisors, Inc.

$291 Million
Q4 2024

A detailed history of Shanker Valleau Wealth Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Shanker Valleau Wealth Advisors, Inc. holds 460,715 shares of DFIV stock, worth $18.8 Million. This represents 5.62% of its overall portfolio holdings.

Number of Shares

460,715

Previous 235,221 95.86%

Holding current value

$18.8 Million

Previous $8.96 Million 82.44%

% of portfolio

5.62%

Previous 3.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 06, 2025	BUY	$34.86 - $37.97 $7.86 Million - $8.56 Million	225,494 Added 95.86%	460,715 $16.3 Million
Q3 2024 Oct 08, 2024	BUY	$34.66 - $38.38 $73,721 - $81,634	2,127 Added 0.91%	235,221 $8.96 Million
Q2 2024 Jul 02, 2024	SELL	$35.5 - $38.02 $133,373 - $142,841	-3,757 Reduced 1.59%	233,094 $8.38 Million
Q1 2024 Apr 17, 2024	BUY	$33.15 - $36.75 $64,410 - $71,405	1,943 Added 0.83%	236,851 $8.7 Million
Q4 2023 Jan 11, 2024	BUY	$30.86 - $34.46 $251,354 - $280,676	8,145 Added 3.59%	234,908 $8.07 Million
Q3 2023 Oct 12, 2023	BUY	$32.1 - $34.42 $191,829 - $205,693	5,976 Added 2.71%	226,763 $7.4 Million
Q2 2023 Jul 12, 2023	BUY	$31.45 - $33.77 $70,133 - $75,307	2,230 Added 1.02%	220,787 $7.25 Million
Q1 2023 Apr 17, 2023	SELL	$30.43 - $33.38 $180,815 - $198,343	-5,942 Reduced 2.65%	218,557 $7.04 Million
Q4 2022 Jan 12, 2023	SELL	$25.88 - $31.1 $482,273 - $579,548	-18,635 Reduced 7.66%	224,499 $0
Q3 2022 Oct 05, 2022	BUY	$25.71 - $30.57 $375,108 - $446,016	14,590 Added 6.38%	243,134 $6.26 Million
Q2 2022 Jul 08, 2022	SELL	$28.66 - $33.84 $517,542 - $611,082	-18,058 Reduced 7.32%	228,544 $6.6 Million
Q1 2022 Apr 28, 2022	BUY	$30.75 - $35.49 $82,471 - $95,184	2,682 Added 1.1%	246,602 $8.26 Million
Q4 2021 Jan 27, 2022	BUY	$31.61 - $34.21 $7.71 Million - $8.34 Million	243,920 New	243,920 $8.01 Million

Others Institutions Holding DFIV

# of Institutions

628

Shares Held

214M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shanker Valleau Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Shanker Valleau Wealth Advisors, Inc. with notifications on news.

Account

Shanker Valleau Wealth Advisors, Inc. Dimensional ETF Tr Transaction History