Asset Dedication, LLC Dimensional ETF Tr Transaction History

Asset Dedication, LLC

  • $1.35 Billion
  • Q2 2025

A detailed history of Asset Dedication, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Asset Dedication, LLC holds 20,073 shares of DFIV stock, worth $920,547. This represents 0.06% of its overall portfolio holdings.

Number of Shares
20,073
Previous 15,982 25.6%
Holding current value
$920,547
Previous $629,000 36.57%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Aug 19, 2025
BUY
$34.67 - $43.21 $141,834 - $176,772
4,091 Added 25.6%
20,073 $859,000
Q3 2024

Oct 15, 2024
SELL
$34.66 - $38.38 $155,900 - $172,633
-4,498 Reduced 21.96%
15,982 $608,000
Q2 2024

Aug 06, 2024
SELL
$35.5 - $38.02 $35 - $38
-1 Reduced -0.0%
20,480 $736,000
Q1 2024

Apr 16, 2024
BUY
$33.15 - $36.75 $27,448 - $30,429
828 Added 4.21%
20,481 $752,000
Q4 2023

Feb 08, 2024
BUY
$30.86 - $34.46 $18,793 - $20,986
609 Added 3.2%
19,653 $674,000
Q3 2023

Nov 13, 2023
BUY
$32.1 - $34.42 $1,027 - $1,101
32 Added 0.17%
19,044 $621,000
Q2 2023

Aug 21, 2023
SELL
$31.45 - $33.77 $1,258 - $1,350
-40 Reduced 0.21%
19,012 $624,000
Q1 2023

Apr 21, 2023
BUY
$30.43 - $33.38 $486 - $534
16 Added 0.08%
19,052 $613,000
Q4 2022

Jan 19, 2023
BUY
$25.88 - $31.1 $58,359 - $70,130
2,255 Added 13.44%
19,036 $577,000
Q3 2022

Oct 27, 2022
BUY
$25.71 - $30.57 $462 - $550
18 Added 0.11%
16,781 $433,000
Q2 2022

Jul 19, 2022
BUY
$28.66 - $33.84 $2,178 - $2,571
76 Added 0.46%
16,763 $484,000
Q1 2022

Apr 21, 2022
BUY
$30.75 - $35.49 $215 - $248
7 Added 0.04%
16,687 $559,000
Q4 2021

Jan 21, 2022
BUY
$31.61 - $34.21 $25,888 - $28,017
819 Added 5.16%
16,680 $547,000
Q3 2021

Oct 18, 2021
BUY
$32.25 - $33.65 $511,517 - $533,722
15,861 New
15,861 $519,000

Others Institutions Holding DFIV

# of Institutions
750
Shares Held
264M
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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