Destiny Wealth Partners, LLC Dimensional ETF Tr Transaction History

Destiny Wealth Partners, LLC

$596 Million
Q1 2025

A detailed history of Destiny Wealth Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 185,690 shares of DFIV stock, worth $7.84 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares

185,690

Previous 207,293 10.42%

Holding current value

$7.84 Million

Previous $7.35 Million 0.19%

% of portfolio

1.24%

Previous 1.28%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$35.33 - $40.77 $763,233 - $880,754	-21,603 Reduced 10.42%	185,690 $7.37 Million
Q4 2024 Jan 23, 2025	BUY	$34.86 - $37.97 $206,580 - $225,010	5,926 Added 2.94%	207,293 $7.35 Million
Q3 2024 Oct 15, 2024	BUY	$34.66 - $38.38 $49,910 - $55,267	1,440 Added 0.72%	201,367 $7.67 Million
Q2 2024 Jul 25, 2024	BUY	$35.5 - $38.02 $189,037 - $202,456	5,325 Added 2.74%	199,927 $7.19 Million
Q1 2024 Apr 09, 2024	SELL	$33.15 - $36.75 $860,971 - $954,471	-25,972 Reduced 11.77%	194,602 $7.15 Million
Q4 2023 Jan 19, 2024	BUY	$30.86 - $34.46 $514,127 - $574,103	16,660 Added 8.17%	220,574 $7.58 Million
Q3 2023 Oct 10, 2023	BUY	$32.1 - $34.42 $502,429 - $538,741	15,652 Added 8.31%	203,914 $6.65 Million
Q2 2023 Jul 26, 2023	SELL	$31.45 - $33.77 $6.39 Million - $6.86 Million	-203,146 Reduced 51.9%	188,262 $6.18 Million
Q1 2023 Apr 26, 2023	BUY	$30.43 - $33.38 $968,373 - $1.06 Million	31,823 Added 8.85%	391,408 $12.6 Million
Q4 2022 Jan 26, 2023	BUY	$25.88 - $31.1 $9.31 Million - $11.2 Million	359,585 New	359,585 $0

Others Institutions Holding DFIV

# of Institutions

690

Shares Held

226M

Call Options Held

1.8K

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Destiny Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Destiny Wealth Partners, LLC with notifications on news.

Account

Destiny Wealth Partners, LLC Dimensional ETF Tr Transaction History