Beta Wealth Group, Inc. Dimensional ETF Tr Transaction History

Beta Wealth Group, Inc.

$184 Million
Q2 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 6,327 shares of DFIV stock, worth $291,168. This represents 0.15% of its overall portfolio holdings.

Number of Shares

6,327

Previous 8,846 28.48%

Holding current value

$291,168

Previous $348,000 22.41%

% of portfolio

0.15%

Previous 0.18%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

773

Shares Held

269M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Beta Wealth Group, Inc. Dimensional ETF Tr Transaction History