Abacus Wealth Partners, LLC Dimensional ETF Tr Transaction History

Abacus Wealth Partners, LLC

$695 Billion
Q3 2025

A detailed history of Abacus Wealth Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Abacus Wealth Partners, LLC holds 14,518 shares of DFIV stock, worth $695,557. This represents 0.1% of its overall portfolio holdings.

Number of Shares

14,518

Previous 14,518 -0.0%

Holding current value

$695,557

Previous $622 Million 7.68%

% of portfolio

0.1%

Previous 0.09%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$34.67 - $43.21 $1,594 - $1,987	46 Added 0.32%	14,518 $622 Million
Q4 2024 Jan 16, 2025	SELL	$34.86 - $37.97 $19,382 - $21,111	-556 Reduced 3.7%	14,472 $513 Million
Q3 2024 Oct 03, 2024	SELL	$34.66 - $38.38 $7,243 - $8,021	-209 Reduced 1.37%	15,028 $572 Million
Q2 2024 Jul 11, 2024	SELL	$35.5 - $38.02 $20,838 - $22,317	-587 Reduced 3.71%	15,237 $548 Million
Q1 2024 Apr 10, 2024	SELL	$33.15 - $36.75 $5,138 - $5,696	-155 Reduced 0.97%	15,824 $582 Million

Q3 2023 Nov 13, 2023	SELL	$32.1 - $34.42 $584,316 - $626,547	-18,203 Reduced 53.25%	15,979 $521 Million
Q2 2023 Jul 25, 2023	SELL	$31.45 - $33.77 $17,957 - $19,282	-571 Reduced 1.64%	34,182 $1.12 Billion
Q1 2023 May 19, 2023	BUY	$30.43 - $33.38 $1.06 Million - $1.16 Million	34,753 New	34,753 $1.16 Billion
Q4 2022 May 31, 2023	BUY	$25.88 - $31.1 $59,912 - $71,996	2,315 Added 6.66%	37,068 $1.13 Billion
Q3 2022 May 31, 2023	SELL	$25.71 - $30.57 $560,709 - $666,701	-21,809 Reduced 29.89%	51,154 $1.32 Billion
Q2 2022 May 31, 2023	SELL	$28.66 - $33.84 $99,306 - $117,255	-3,465 Reduced 4.53%	72,963 $2.11 Billion
Q1 2022 May 31, 2023	SELL	$30.75 - $35.49 $282,377 - $325,904	-9,183 Reduced 10.73%	76,428 $2.56 Billion
Q4 2021 May 31, 2023	BUY	$31.61 - $34.21 $1.61 Million - $1.74 Million	50,858 Added 146.34%	85,611 $2.81 Billion
Q3 2021 May 31, 2023	BUY	$32.25 - $33.65 $1.89 Million - $1.97 Million	58,521 Added 168.39%	93,274 $3.05 Billion

Others Institutions Holding DFIV

# of Institutions

792

Shares Held

258M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

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Abacus Wealth Partners, LLC Dimensional ETF Tr Transaction History