Cfs Investment Advisory Services, LLC Dimensional ETF Tr Transaction History

Cfs Investment Advisory Services, LLC

$1.22 Billion
Q2 2025

A detailed history of Cfs Investment Advisory Services, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 458,932 shares of DFIV stock, worth $21.4 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares

458,932

Previous 466,036 1.52%

Holding current value

$21.4 Million

Previous $18.3 Million 7.16%

% of portfolio

1.61%

Previous 1.63%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$34.67 - $43.21 $246,295 - $306,963	-7,104 Reduced 1.52%	458,932 $19.7 Million
Q1 2025 May 12, 2025	SELL	$35.33 - $40.77 $605,450 - $698,675	-17,137 Reduced 3.55%	466,036 $18.3 Million
Q4 2024 Jan 21, 2025	BUY	$34.86 - $37.97 $17,011 - $18,529	488 Added 0.1%	483,173 $17.1 Million
Q3 2024 Nov 12, 2024	BUY	$34.66 - $38.38 $66,928 - $74,111	1,931 Added 0.4%	482,685 $18.4 Million
Q2 2024 Aug 13, 2024	BUY	$35.5 - $38.02 $84,845 - $90,867	2,390 Added 0.5%	480,754 $17.3 Million
Q1 2024 May 15, 2024	SELL	$33.15 - $36.75 $246,636 - $273,420	-7,440 Reduced 1.53%	478,364 $17.6 Million
Q4 2023 Feb 13, 2024	BUY	$30.86 - $34.46 $814,364 - $909,364	26,389 Added 5.74%	485,804 $16.7 Million
Q3 2023 Nov 14, 2023	BUY	$32.1 - $34.42 $1.38 Million - $1.48 Million	43,048 Added 10.34%	459,415 $15 Million
Q2 2023 Jul 21, 2023	BUY	$31.45 - $33.77 $259,934 - $279,109	8,265 Added 2.03%	416,367 $13.7 Million
Q1 2023 May 05, 2023	BUY	$30.43 - $33.38 $953,493 - $1.05 Million	31,334 Added 8.32%	408,102 $13.2 Million
Q4 2022 Feb 13, 2023	BUY	$25.88 - $31.1 $9.14 Million - $11 Million	353,212 Added 1499.46%	376,768 $11.5 Million
Q3 2022 Nov 02, 2022	SELL	$25.71 - $30.57 $15 Million - $17.8 Million	-583,247 Reduced 96.12%	23,556 $607,000
Q3 2022 Oct 31, 2022	BUY	$25.71 - $30.57 $15.6 Million - $18.5 Million	606,803 New	606,803 $24,000

Others Institutions Holding DFIV

# of Institutions

747

Shares Held

261M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

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Cfs Investment Advisory Services, LLC Dimensional ETF Tr Transaction History