Svb Wealth LLC Dimensional ETF Tr Transaction History

Svb Wealth LLC

$5.3 Billion
Q4 2024

A detailed history of Svb Wealth LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Svb Wealth LLC holds 6,809 shares of DFIV stock, worth $273,449. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,809

Holding current value

$273,449

% of portfolio

0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$34.86 - $37.97 $237,361 - $258,537	6,809 New	6,809 $241,000
Q2 2024 Aug 06, 2024	BUY	$35.5 - $38.02 $1,384 - $1,482	39 Added 0.57%	6,938 $249,000
Q1 2024 May 15, 2024	BUY	$33.15 - $36.75 $165 - $183	5 Added 0.07%	6,899 $253,000
Q4 2023 Jan 30, 2024	SELL	$30.86 - $34.46 $82,735 - $92,387	-2,681 Reduced 28.0%	6,894 $236,000
Q3 2023 Oct 23, 2023	BUY	$32.1 - $34.42 $963 - $1,032	30 Added 0.31%	9,575 $312,000
Q2 2023 Jul 24, 2023	BUY	$31.45 - $33.77 $1,949 - $2,093	62 Added 0.65%	9,545 $313,000
Q1 2023 May 12, 2023	SELL	$30.43 - $33.38 $588,029 - $645,035	-19,324 Reduced 67.08%	9,483 $305,000
Q4 2022 Feb 10, 2023	SELL	$25.88 - $31.1 $406,471 - $488,456	-15,706 Reduced 35.28%	28,807 $875,000
Q3 2022 Nov 09, 2022	SELL	$25.71 - $30.57 $186,217 - $221,418	-7,243 Reduced 13.99%	44,513 $1.15 Million
Q2 2022 Aug 16, 2022	SELL	$28.66 - $33.84 $745 - $879	-26 Reduced 0.05%	51,756 $1.5 Million
Q1 2022 May 13, 2022	BUY	$30.75 - $35.49 $574,440 - $662,988	18,681 Added 56.44%	51,782 $1.73 Million
Q4 2021 Feb 15, 2022	BUY	$31.61 - $34.21 $501,113 - $542,331	15,853 Added 91.91%	33,101 $1.09 Million
Q3 2021 Nov 09, 2021	BUY	$32.25 - $33.65 $556,248 - $580,395	17,248 New	17,248 $565,000

Others Institutions Holding DFIV

# of Institutions

628

Shares Held

214M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

20.5M
Shares

$822 Million
0.24% of portfolio
Mercer Global Advisors Inc Denver, CO

17.8M
Shares

$715 Million
1.56% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$449 Million
4.47% of portfolio
Savant Capital, LLC

8.28M
Shares

$333 Million
2.39% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.02M
Shares

$282 Million
0.17% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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