Caldwell Trust CO Dimensional ETF Tr Transaction History

Caldwell Trust CO

  • $1.07 Trillion
  • Q3 2025

A detailed history of Caldwell Trust CO transactions in Dimensional ETF Tr stock. As of the latest transaction made, Caldwell Trust CO holds 5,130 shares of DFIV stock, worth $245,778. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,130
Previous 5,130 -0.0%
Holding current value
$245,778
Previous $220 Million 7.68%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Sep 22, 2025
BUY
$34.67 - $43.21 $177,857 - $221,667
5,130 New
5,130 $220 Million

Others Institutions Holding DFIV

# of Institutions
788
Shares Held
255M
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
Track This Portfolio

Track Caldwell Trust CO Portfolio

Follow Caldwell Trust CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Caldwell Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Caldwell Trust CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email