Coastal Bridge Advisors, LLC Dimensional ETF Tr Transaction History

Coastal Bridge Advisors, LLC

$1.1 Billion
Q2 2025

A detailed history of Coastal Bridge Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Coastal Bridge Advisors, LLC holds 4,878 shares of DFIV stock, worth $227,461. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,878

Holding current value

$227,461

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$34.67 - $43.21 $169,120 - $210,778	4,878 New	4,878 $208,000

Others Institutions Holding DFIV

# of Institutions

747

Shares Held

261M

Call Options Held

Put Options Held

Northwestern Mutual Wealth Management CO

24.6M
Shares

$1.15 Billion
0.78% of portfolio
Envestnet Asset Management Inc

21.1M
Shares

$985 Million
0.28% of portfolio
Mercer Global Advisors Inc Denver, CO

19.9M
Shares

$929 Million
1.77% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$521 Million
4.47% of portfolio
Savant Capital, LLC

8.59M
Shares

$400 Million
2.4% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Coastal Bridge Advisors, LLC Dimensional ETF Tr Transaction History