Beta Wealth Group, Inc. Dimensional ETF Tr Transaction History

Beta Wealth Group, Inc.

  • $187 Million
  • Q3 2025

A detailed history of Beta Wealth Group, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 7,601 shares of DFIV stock, worth $364,163. This represents 0.19% of its overall portfolio holdings.

Number of Shares
7,601
Previous 6,327 20.14%
Holding current value
$364,163
Previous $270,000 29.63%
% of portfolio
0.19%
Previous 0.15%

Shares

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

Nov 07, 2025
BUY
$42.66 - $46.53 $54,348 - $59,279
1,274 Added 20.14%
7,601 $350,000
Q2 2025

Aug 08, 2025
SELL
$34.67 - $43.21 $87,333 - $108,845
-2,519 Reduced 28.48%
6,327 $270,000
Q1 2025

May 08, 2025
SELL
$35.33 - $40.77 $27,522 - $31,759
-779 Reduced 8.09%
8,846 $348,000
Q4 2024

Jan 31, 2025
BUY
$34.86 - $37.97 $14,292 - $15,567
410 Added 4.45%
9,625 $341,000
Q3 2024

Nov 01, 2024
BUY
$34.66 - $38.38 $1,698 - $1,880
49 Added 0.53%
9,215 $350,000
Q2 2024

Aug 12, 2024
SELL
$35.5 - $38.02 $26,128 - $27,982
-736 Reduced 7.43%
9,166 $329,000
Q1 2024

May 14, 2024
SELL
$33.15 - $36.75 $93,748 - $103,929
-2,828 Reduced 22.22%
9,902 $363,000
Q4 2023

Feb 09, 2024
SELL
$30.86 - $34.46 $18,577 - $20,744
-602 Reduced 4.52%
12,730 $437,000
Q3 2023

Nov 13, 2023
BUY
$32.1 - $34.42 $353 - $378
11 Added 0.08%
13,332 $434,000
Q2 2023

Aug 11, 2023
SELL
$31.45 - $33.77 $44,218 - $47,480
-1,406 Reduced 9.55%
13,321 $437,000
Q1 2023

May 09, 2023
SELL
$30.43 - $33.38 $50,848 - $55,777
-1,671 Reduced 10.19%
14,727 $474,000
Q4 2022

Feb 10, 2023
SELL
$25.88 - $31.1 $38,328 - $46,059
-1,481 Reduced 8.28%
16,398 $498,000
Q3 2022

Nov 01, 2022
BUY
$25.71 - $30.57 $459,669 - $546,561
17,879 New
17,879 $461,000

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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