Diversified Portfolios, Inc. Dimensional ETF Tr Transaction History

Diversified Portfolios, Inc.

$851 Million
Q2 2025

A detailed history of Diversified Portfolios, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 58,369 shares of DFIV stock, worth $2.71 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

58,369

Previous 51,369 13.63%

Holding current value

$2.71 Million

Previous $2.02 Million 23.65%

% of portfolio

0.29%

Previous 0.26%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$34.67 - $43.21 $242,690 - $302,470	7,000 Added 13.63%	58,369 $2.5 Million
Q1 2025 Apr 22, 2025	SELL	$35.33 - $40.77 $146,654 - $169,236	-4,151 Reduced 7.48%	51,369 $2.02 Million
Q4 2024 Jan 29, 2025	BUY	$34.86 - $37.97 $48,804 - $53,158	1,400 Added 2.59%	55,520 $1.97 Million
Q2 2024 Jul 22, 2024	SELL	$35.5 - $38.02 $35,500 - $38,020	-1,000 Reduced 1.81%	54,120 $1.95 Million
Q1 2024 May 07, 2024	SELL	$33.15 - $36.75 $21,646 - $23,997	-653 Reduced 1.17%	55,120 $2.03 Million
Q1 2023 May 02, 2023	SELL	$30.43 - $33.38 $1,034 - $1,134	-34 Reduced 0.06%	55,773 $1.8 Million
Q4 2022 Jan 24, 2023	BUY	$25.88 - $31.1 $23,033 - $27,679	890 Added 1.62%	55,807 $0
Q3 2022 Nov 07, 2022	SELL	$25.71 - $30.57 $108,496 - $129,005	-4,220 Reduced 7.14%	54,917 $1.42 Million
Q2 2022 Aug 09, 2022	BUY	$28.66 - $33.84 $125,244 - $147,880	4,370 Added 7.98%	59,137 $1.71 Million
Q3 2021 Nov 15, 2021	BUY	$32.25 - $33.65 $1.77 Million - $1.84 Million	54,767 New	54,767 $1.79 Million

Others Institutions Holding DFIV

# of Institutions

748

Shares Held

261M

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 Diversified Portfolios, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Diversified Portfolios, Inc. with notifications on news.

Account

Diversified Portfolios, Inc. Dimensional ETF Tr Transaction History