Beacon Harbor Wealth Advisors, Inc. Dimensional ETF Tr Transaction History

Beacon Harbor Wealth Advisors, Inc.

  • $409 Million
  • Q3 2025

A detailed history of Beacon Harbor Wealth Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Beacon Harbor Wealth Advisors, Inc. holds 87,693 shares of DFIV stock, worth $4.2 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
87,693
Previous 87,582 0.13%
Holding current value
$4.2 Million
Previous $3.75 Million 7.81%
% of portfolio
0.99%
Previous 0.97%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$42.66 - $46.53 $4,735 - $5,164
111 Added 0.13%
87,693 $4.04 Million
Q2 2025

Aug 08, 2025
SELL
$34.67 - $43.21 $334,496 - $416,890
-9,648 Reduced 9.92%
87,582 $3.75 Million
Q1 2025

May 09, 2025
SELL
$35.33 - $40.77 $12,612 - $14,554
-357 Reduced 0.37%
97,230 $3.83 Million
Q4 2024

Feb 06, 2025
BUY
$34.86 - $37.97 $203,791 - $221,972
5,846 Added 6.37%
97,587 $3.46 Million
Q3 2024

Oct 31, 2024
BUY
$34.66 - $38.38 $74,726 - $82,747
2,156 Added 2.41%
91,741 $3.49 Million
Q2 2024

Aug 09, 2024
BUY
$35.5 - $38.02 $71,000 - $76,040
2,000 Added 2.28%
89,585 $3.22 Million
Q1 2024

May 07, 2024
BUY
$33.15 - $36.75 $65,769 - $72,912
1,984 Added 2.32%
87,585 $3.22 Million
Q4 2023

Feb 06, 2024
BUY
$30.86 - $34.46 $76,008 - $84,874
2,463 Added 2.96%
85,601 $2.94 Million
Q3 2023

Nov 13, 2023
BUY
$32.1 - $34.42 $6,901 - $7,400
215 Added 0.26%
83,138 $2.71 Million
Q2 2023

Aug 11, 2023
SELL
$31.45 - $33.77 $65,699 - $70,545
-2,089 Reduced 2.46%
82,923 $2.72 Million
Q1 2023

Apr 28, 2023
BUY
$30.43 - $33.38 $2.59 Million - $2.84 Million
85,012 New
85,012 $2.74 Million

Others Institutions Holding DFIV

# of Institutions
792
Shares Held
258M
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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