Valeo Financial Advisors, LLC Dimensional ETF Tr Transaction History

Valeo Financial Advisors, LLC

$3.97 Billion
Q4 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 27,013 shares of DFIV stock, worth $1.02 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

27,013

Previous 26,513 1.89%

Holding current value

$1.02 Million

Previous $1.01 Million 5.05%

% of portfolio

0.02%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$34.86 - $37.97 $17,430 - $18,985	500 Added 1.89%	27,013 $958,000
Q3 2024 Oct 10, 2024	SELL	$34.66 - $38.38 $121,344 - $134,368	-3,501 Reduced 11.66%	26,513 $1.01 Million
Q2 2024 Jul 10, 2024	SELL	$35.5 - $38.02 $3,905 - $4,182	-110 Reduced 0.37%	30,014 $1.08 Million
Q1 2024 Apr 25, 2024	SELL	$33.15 - $36.75 $28,310 - $31,384	-854 Reduced 2.76%	30,124 $1.11 Million
Q4 2023 Jan 29, 2024	BUY	$30.86 - $34.46 $7,005 - $7,822	227 Added 0.74%	30,978 $1.06 Million
Q3 2023 Oct 19, 2023	BUY	$32.1 - $34.42 $26,033 - $27,914	811 Added 2.71%	30,751 $1 Million
Q2 2023 Jul 14, 2023	BUY	$31.45 - $33.77 $144,418 - $155,071	4,592 Added 18.12%	29,940 $983,000
Q1 2023 Apr 17, 2023	SELL	$30.43 - $33.38 $45,766 - $50,203	-1,504 Reduced 5.6%	25,348 $816,000
Q4 2022 Feb 09, 2023	BUY	$25.88 - $31.1 $6,340 - $7,619	245 Added 0.92%	26,852 $816,000
Q3 2022 Oct 31, 2022	SELL	$25.71 - $30.57 $4,113 - $4,891	-160 Reduced 0.6%	26,607 $685,000
Q4 2021 Jan 07, 2022	SELL	$31.61 - $34.21 $199,585 - $216,001	-6,314 Reduced 19.09%	26,767 $878,000
Q3 2021 Nov 02, 2021	BUY	$32.25 - $33.65 $1.07 Million - $1.11 Million	33,081 New	33,081 $1.08 Million

Others Institutions Holding DFIV

# of Institutions

587

Shares Held

203M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Valeo Financial Advisors, LLC Dimensional ETF Tr Transaction History