Disciplined Investments, LLC Dimensional ETF Tr Transaction History

Disciplined Investments, LLC

$226 Million
Q2 2025

A detailed history of Disciplined Investments, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Disciplined Investments, LLC holds 302,493 shares of DFIV stock, worth $13.7 Million. This represents 5.74% of its overall portfolio holdings.

Number of Shares

302,493

Previous 283,663 6.64%

Holding current value

$13.7 Million

Previous $11.3 Million 15.14%

% of portfolio

5.74%

Previous 5.36%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$34.67 - $43.21 $652,836 - $813,644	18,830 Added 6.64%	302,493 $13 Million
Q1 2025 Apr 11, 2025	BUY	$35.33 - $40.77 $1.2 Million - $1.38 Million	33,833 Added 13.54%	283,663 $11.3 Million
Q4 2024 Feb 06, 2025	BUY	$34.86 - $37.97 $470,121 - $512,063	13,486 Added 5.71%	249,830 $8.86 Million
Q3 2024 Nov 04, 2024	BUY	$34.66 - $38.38 $749,453 - $829,890	21,623 Added 10.07%	236,344 $9 Million
Q2 2024 Aug 09, 2024	BUY	$35.5 - $38.02 $255,209 - $273,325	7,189 Added 3.46%	214,721 $7.72 Million
Q1 2024 Apr 15, 2024	BUY	$33.15 - $36.75 $474,608 - $526,149	14,317 Added 7.41%	207,532 $7.63 Million
Q4 2023 Jan 12, 2024	BUY	$30.86 - $34.46 $643,492 - $718,559	20,852 Added 12.1%	193,215 $6.64 Million
Q3 2023 Nov 14, 2023	SELL	$32.1 - $34.42 $258,565 - $277,253	-8,055 Reduced 4.46%	172,363 $5.62 Million
Q2 2023 Jul 10, 2023	SELL	$31.45 - $33.77 $283,867 - $304,808	-9,026 Reduced 4.76%	180,418 $5.93 Million
Q1 2023 May 10, 2023	BUY	$30.43 - $33.38 $634,100 - $695,572	20,838 Added 12.36%	189,444 $6.11 Million
Q4 2022 Feb 01, 2023	BUY	$25.88 - $31.1 $117,598 - $141,318	4,544 Added 2.77%	168,606 $5.13 Million
Q3 2022 Nov 03, 2022	BUY	$25.71 - $30.57 $242,393 - $288,213	9,428 Added 6.1%	164,062 $4.23 Million
Q2 2022 Aug 09, 2022	BUY	$28.66 - $33.84 $874,359 - $1.03 Million	30,508 Added 24.58%	154,634 $4.47 Million
Q1 2022 Apr 22, 2022	BUY	$30.75 - $35.49 $1.57 Million - $1.81 Million	50,995 Added 69.73%	124,126 $4.16 Million
Q4 2021 Jan 20, 2022	BUY	$31.61 - $34.21 $613,676 - $664,152	19,414 Added 36.14%	73,131 $2.4 Million
Q3 2021 Nov 09, 2021	BUY	$32.25 - $33.65 $1.73 Million - $1.81 Million	53,717 New	53,717 $1.76 Million

Others Institutions Holding DFIV

# of Institutions

742

Shares Held

261M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

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Disciplined Investments, LLC Dimensional ETF Tr Transaction History