Disciplined Equity Management, Inc. Dimensional ETF Tr Transaction History

Disciplined Equity Management, Inc.

$143 Million
Q1 2025

A detailed history of Disciplined Equity Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Disciplined Equity Management, Inc. holds 363,934 shares of DFIV stock, worth $14.6 Million. This represents 10.12% of its overall portfolio holdings.

Number of Shares

363,934

Previous 360,474 0.96%

Holding current value

$14.6 Million

Previous $12.8 Million 12.91%

% of portfolio

10.12%

Previous 8.35%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$35.33 - $40.77 $122,241 - $141,064	3,460 Added 0.96%	363,934 $14.4 Million
Q4 2024 Jan 21, 2025	SELL	$34.86 - $37.97 $127,308 - $138,666	-3,652 Reduced 1.0%	360,474 $12.8 Million
Q3 2024 Oct 11, 2024	SELL	$34.66 - $38.38 $320,847 - $355,283	-9,257 Reduced 2.48%	364,126 $13.9 Million
Q2 2024 Aug 14, 2024	BUY	$35.5 - $38.02 $105,328 - $112,805	2,967 Added 0.8%	373,383 $13.4 Million
Q1 2024 May 03, 2024	BUY	$33.15 - $36.75 $111,781 - $123,921	3,372 Added 0.92%	370,416 $13.6 Million
Q4 2023 Feb 02, 2024	BUY	$30.86 - $34.46 $587,574 - $656,118	19,040 Added 5.47%	367,044 $12.6 Million
Q3 2023 Nov 14, 2023	SELL	$32.1 - $34.42 $118,256 - $126,803	-3,684 Reduced 1.05%	348,004 $11.4 Million
Q2 2023 Aug 14, 2023	SELL	$31.45 - $33.77 $28,147 - $30,224	-895 Reduced 0.25%	351,688 $11.6 Million
Q1 2023 Apr 28, 2023	SELL	$30.43 - $33.38 $200,442 - $219,874	-6,587 Reduced 1.83%	352,583 $11.4 Million
Q4 2022 Jan 13, 2023	SELL	$25.88 - $31.1 $87,836 - $105,553	-3,394 Reduced 0.94%	359,170 $10.9 Million
Q3 2022 Oct 14, 2022	BUY	$25.71 - $30.57 $377,165 - $448,461	14,670 Added 4.22%	362,564 $9.34 Million
Q2 2022 Aug 05, 2022	BUY	$28.66 - $33.84 $261,665 - $308,959	9,130 Added 2.7%	347,894 $10.1 Million
Q1 2022 Apr 27, 2022	SELL	$30.75 - $35.49 $81,549 - $94,119	-2,652 Reduced 0.78%	338,764 $11.3 Million
Q4 2021 Feb 14, 2022	BUY	$31.61 - $34.21 $10.8 Million - $11.7 Million	341,416 New	341,416 $11.2 Million

Others Institutions Holding DFIV

# of Institutions

663

Shares Held

214M

Call Options Held

Put Options Held

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 Disciplined Equity Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Disciplined Equity Management, Inc. with notifications on news.

Account

Disciplined Equity Management, Inc. Dimensional ETF Tr Transaction History