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 26,513 shares of DFIV stock, worth $975,943. This represents 0.03% of its overall portfolio holdings.

Number of Shares
26,513
Previous 30,014 11.66%
Holding current value
$975,943
Previous $1.08 Million 6.4%
% of portfolio
0.03%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About DIMENSIONAL ETF TR


  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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