Benchmark Wealth Management, LLC Dimensional ETF Tr Transaction History

Benchmark Wealth Management, LLC

  • $224 Million
  • Q2 2025

A detailed history of Benchmark Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 13,720 shares of DFIV stock, worth $629,199. This represents 0.26% of its overall portfolio holdings.

Number of Shares
13,720
Previous 9,482 44.7%
Holding current value
$629,199
Previous $376,000 56.12%
% of portfolio
0.26%
Previous 0.18%

Shares

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

Jul 18, 2025
BUY
$34.67 - $43.21 $146,931 - $183,123
4,238 Added 44.7%
13,720 $587,000
Q1 2025

Apr 07, 2025
BUY
$35.33 - $40.77 $334,999 - $386,581
9,482 New
9,482 $376,000

Others Institutions Holding DFIV

# of Institutions
760
Shares Held
267M
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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