Compass Ion Advisors, LLC Dimensional ETF Tr Transaction History

Compass Ion Advisors, LLC

  • $958 Million
  • Q3 2025

A detailed history of Compass Ion Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 13,276 shares of DFIV stock, worth $608,837. This represents 0.06% of its overall portfolio holdings.

Number of Shares
13,276
Previous 12,254 8.34%
Holding current value
$608,837
Previous $524,000 16.79%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 28, 2025
BUY
$42.66 - $46.53 $43,598 - $47,553
1,022 Added 8.34%
13,276 $612,000
Q3 2024

Oct 18, 2024
BUY
$34.66 - $38.38 $424,723 - $470,308
12,254 New
12,254 $466,000

Others Institutions Holding DFIV

# of Institutions
768
Shares Held
268M
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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