Advisor Net Financial, Inc Dimensional ETF Tr Transaction History

Advisor Net Financial, Inc

$1.27 Billion
Q1 2025

A detailed history of Advisor Net Financial, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Advisor Net Financial, Inc holds 143 shares of DFIV stock, worth $5,469. This represents 0.0% of its overall portfolio holdings.

Number of Shares

143

Holding current value

$5,469

% of portfolio

0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 07, 2025	BUY	$35.33 - $40.77 $5,052 - $5,830	143 New	143 $5,000
Q4 2023 Jan 19, 2024	BUY	$30.86 - $34.46 $18,330 - $20,469	594 Added 1.12%	53,731 $1.85 Million
Q3 2023 Oct 12, 2023	BUY	$32.1 - $34.42 $208,971 - $224,074	6,510 Added 13.96%	53,137 $1.73 Million
Q2 2023 Jul 14, 2023	BUY	$31.45 - $33.77 $266,475 - $286,133	8,473 Added 22.21%	46,627 $1.53 Million
Q1 2023 Apr 28, 2023	BUY	$30.43 - $33.38 $249,373 - $273,549	8,195 Added 27.35%	38,154 $1.23 Million
Q4 2022 Jan 13, 2023	SELL	$25.88 - $31.1 $68,944 - $82,850	-2,664 Reduced 8.17%	29,959 $0
Q3 2022 Oct 04, 2022	SELL	$25.71 - $30.57 $1.04 Million - $1.24 Million	-40,626 Reduced 55.46%	32,623 $840,000
Q2 2022 Jul 07, 2022	BUY	$28.66 - $33.84 $37,802 - $44,634	1,319 Added 1.83%	73,249 $2.12 Million
Q1 2022 Apr 14, 2022	BUY	$30.75 - $35.49 $399,288 - $460,837	12,985 Added 22.03%	71,930 $2.41 Million
Q4 2021 Jan 19, 2022	BUY	$31.61 - $34.21 $9,767 - $10,570	309 Added 0.53%	58,945 $1.94 Million
Q3 2021 Oct 15, 2021	BUY	$32.25 - $33.65 $1.89 Million - $1.97 Million	58,636 New	58,636 $1.92 Million

Others Institutions Holding DFIV

# of Institutions

638

Shares Held

214M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

20.5M
Shares

$783 Million
0.24% of portfolio
Mercer Global Advisors Inc Denver, CO

17.8M
Shares

$681 Million
1.56% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$427 Million
4.47% of portfolio
Savant Capital, LLC

8.28M
Shares

$317 Million
2.39% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.02M
Shares

$269 Million
0.17% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

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Advisor Net Financial, Inc Dimensional ETF Tr Transaction History