Eq Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Eq Wealth Advisors, LLC

  • $147 Billion
  • Q2 2025

A detailed history of Eq Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Eq Wealth Advisors, LLC holds 180,594 shares of DFIV stock, worth $8 Million. This represents 5.27% of its overall portfolio holdings.

Number of Shares
180,594
Previous 146,973 22.88%
Holding current value
$8 Million
Previous $5.78 Billion 33.71%
% of portfolio
5.27%
Previous 4.61%

Shares

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

Jul 28, 2025
BUY
$34.67 - $43.21 $1.17 Million - $1.45 Million
33,621 Added 22.88%
180,594 $7.73 Billion
Q1 2025

Apr 22, 2025
BUY
$35.33 - $40.77 $1.27 Million - $1.47 Million
35,941 Added 32.37%
146,973 $5.78 Billion
Q4 2024

Jan 24, 2025
BUY
$34.86 - $37.97 $3.87 Million - $4.22 Million
111,032 New
111,032 $3.94 Billion

Others Institutions Holding DFIV

# of Institutions
712
Shares Held
230M
Call Options Held
1.8K
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR

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