Avion Wealth Dimensional ETF Tr Transaction History

Avion Wealth

$466 Million
Q3 2025

A detailed history of Avion Wealth transactions in Dimensional ETF Tr stock. As of the latest transaction made, Avion Wealth holds 5,140 shares of DFIV stock, worth $235,720. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,140

Holding current value

$235,720

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 24, 2025	BUY	$42.66 - $46.53 $219,272 - $239,164	5,140 New	5,140 $237,000

Others Institutions Holding DFIV

# of Institutions

760

Shares Held

267M

Call Options Held

Put Options Held

Northwestern Mutual Wealth Management CO

24.6M
Shares

$1.13 Billion
0.78% of portfolio
Envestnet Asset Management Inc

21.1M
Shares

$969 Million
0.28% of portfolio
Mercer Global Advisors Inc Denver, CO

19.9M
Shares

$914 Million
1.77% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$512 Million
4.47% of portfolio
Savant Capital, LLC

8.59M
Shares

$394 Million
2.4% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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