Long Island Wealth Management, Inc. Dimensional ETF Tr Transaction History

Long Island Wealth Management, Inc.

  • $193 Billion
  • Q2 2025

A detailed history of Long Island Wealth Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 6,114 shares of DFIV stock, worth $285,095. This represents 0.14% of its overall portfolio holdings.

Number of Shares
6,114
Previous 5,739 6.53%
Holding current value
$285,095
Previous $226 Million 15.93%
% of portfolio
0.14%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$34.67 - $43.21 $13,001 - $16,203
375 Added 6.53%
6,114 $262 Million
Q1 2025

May 13, 2025
BUY
$35.33 - $40.77 $202,758 - $233,979
5,739 New
5,739 $226 Million

Others Institutions Holding DFIV

# of Institutions
747
Shares Held
261M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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