Ellenbecker Investment Group Dimensional ETF Tr Transaction History

Ellenbecker Investment Group

$581 Million
Q2 2025

A detailed history of Ellenbecker Investment Group transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ellenbecker Investment Group holds 19,399 shares of DFIV stock, worth $897,591. This represents 0.14% of its overall portfolio holdings.

Number of Shares

19,399

Previous 19,179 1.15%

Holding current value

$897,591

Previous $760,000 9.21%

% of portfolio

0.14%

Previous 0.15%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$34.67 - $43.21 $7,627 - $9,506	220 Added 1.15%	19,399 $830,000
Q1 2025 Apr 15, 2025	SELL	$35.33 - $40.77 $21,198 - $24,462	-600 Reduced 3.03%	19,179 $760,000
Q4 2024 Jan 13, 2025	SELL	$34.86 - $37.97 $44,341 - $48,297	-1,272 Reduced 6.04%	19,779 $701,000
Q3 2024 Oct 17, 2024	SELL	$34.66 - $38.38 $22,875 - $25,330	-660 Reduced 3.04%	21,051 $801,000
Q2 2024 Jul 11, 2024	SELL	$35.5 - $38.02 $275,941 - $295,529	-7,773 Reduced 26.36%	21,711 $780,000
Q1 2024 Apr 09, 2024	SELL	$33.15 - $36.75 $165 - $183	-5 Reduced 0.02%	29,484 $1.08 Million
Q4 2023 Feb 01, 2024	SELL	$30.86 - $34.46 $109,645 - $122,436	-3,553 Reduced 10.75%	29,489 $1.01 Million
Q3 2023 Oct 17, 2023	SELL	$32.1 - $34.42 $5,296 - $5,679	-165 Reduced 0.5%	33,042 $1.08 Million
Q2 2023 Jul 31, 2023	SELL	$31.45 - $33.77 $5,252 - $5,639	-167 Reduced 0.5%	33,207 $1.09 Million
Q1 2023 Apr 18, 2023	BUY	$30.43 - $33.38 $3,560 - $3,905	117 Added 0.35%	33,374 $1.08 Million
Q4 2022 Jan 11, 2023	SELL	$25.88 - $31.1 $31,677 - $38,066	-1,224 Reduced 3.55%	33,257 $1.01 Million
Q3 2022 Oct 17, 2022	SELL	$25.71 - $30.57 $17,919 - $21,307	-697 Reduced 1.98%	34,481 $888,000
Q2 2022 Jul 05, 2022	BUY	$28.66 - $33.84 $3,037 - $3,587	106 Added 0.3%	35,178 $1.02 Million
Q1 2022 Apr 13, 2022	SELL	$30.75 - $35.49 $62,545 - $72,186	-2,034 Reduced 5.48%	35,072 $1.17 Million
Q4 2021 Jan 04, 2022	SELL	$31.61 - $34.21 $66,949 - $72,456	-2,118 Reduced 5.4%	37,106 $1.22 Million
Q3 2021 Oct 20, 2021	BUY	$32.25 - $33.65 $1.26 Million - $1.32 Million	39,224 New	39,224 $1.28 Million

Others Institutions Holding DFIV

# of Institutions

745

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

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Ellenbecker Investment Group Dimensional ETF Tr Transaction History