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

Beacon Harbor Wealth Advisors, Inc.

$387 Million
Q2 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 87,582 shares of DFIV stock, worth $3.91 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

87,582

Previous 97,230 9.92%

Holding current value

$3.91 Million

Previous $3.83 Million 1.96%

% of portfolio

0.97%

Previous 0.91%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

723

Shares Held

234M

Call Options Held

1.8K

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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