Diversify Advisory Services, LLC Dimensional ETF Tr Transaction History

Diversify Advisory Services, LLC

  • $2.61 Trillion
  • Q2 2025

A detailed history of Diversify Advisory Services, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 17,053 shares of DFIV stock, worth $784,779. This represents 0.03% of its overall portfolio holdings.

Number of Shares
17,053
Previous 9,811 73.82%
Holding current value
$784,779
Previous $396 Million 93.92%
% of portfolio
0.03%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$34.67 - $43.21 $251,080 - $312,926
7,242 Added 73.82%
17,053 $768 Million
Q4 2024

Jan 16, 2025
SELL
$34.86 - $37.97 $163,667 - $178,269
-4,695 Reduced 32.37%
9,811 $347 Million
Q3 2024

Oct 24, 2024
SELL
$34.66 - $38.38 $59,199 - $65,553
-1,708 Reduced 10.53%
14,506 $538 Million
Q2 2024

Jul 12, 2024
SELL
$35.5 - $38.02 $112,606 - $120,599
-3,172 Reduced 16.36%
16,214 $590 Million
Q1 2024

Apr 30, 2024
BUY
$33.15 - $36.75 $642,645 - $712,435
19,386 New
19,386 $709 Million

Others Institutions Holding DFIV

# of Institutions
776
Shares Held
259M
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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