Fiduciary Alliance LLC Dimensional ETF Tr Transaction History

Fiduciary Alliance LLC

$1.02 Trillion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 18, 2023	BUY	$31.45 - $33.77 $817 - $878	26 New	26 $854,000
Q4 2022 Jan 19, 2023	BUY	$25.88 - $31.1 $672 - $808	26 New	26 $790,000

Others Institutions Holding DFIV

# of Institutions

688

Shares Held

226M

Call Options Held

1.8K

Put Options Held

200

Envestnet Asset Management Inc

20M
Shares

$851 Million
0.26% of portfolio
Mercer Global Advisors Inc Denver, CO

19.1M
Shares

$812 Million
1.75% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$475 Million
4.47% of portfolio
Savant Capital, LLC

8.49M
Shares

$361 Million
2.53% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.29M
Shares

$310 Million
0.15% of portfolio

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

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