Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Dimensional ETF Tr Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$3.65 Billion
Q4 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 1,839,267 shares of DFIV stock, worth $70.4 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares

1,839,267

Previous 1,759,499 4.53%

Holding current value

$70.4 Million

Previous $67 Million 2.63%

% of portfolio

1.79%

Previous 1.89%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$34.86 - $37.97 $2.78 Million - $3.03 Million	79,768 Added 4.53%	1,839,267 $65.2 Million
Q3 2024 Oct 31, 2024	SELL	$34.66 - $38.38 $555,842 - $615,500	-16,037 Reduced 0.9%	1,759,499 $67 Million
Q2 2024 Aug 09, 2024	SELL	$35.5 - $38.02 $443,927 - $475,440	-12,505 Reduced 0.7%	1,775,536 $63.8 Million
Q1 2024 May 06, 2024	BUY	$33.15 - $36.75 $1.69 Million - $1.87 Million	50,987 Added 2.94%	1,788,041 $65.7 Million
Q4 2023 Feb 06, 2024	BUY	$30.86 - $34.46 $517,059 - $577,377	16,755 Added 0.97%	1,737,054 $59.7 Million
Q3 2023 Nov 02, 2023	BUY	$32.1 - $34.42 $2.38 Million - $2.55 Million	74,142 Added 4.5%	1,720,299 $56.1 Million
Q2 2023 Aug 11, 2023	BUY	$31.45 - $33.77 $1.22 Million - $1.31 Million	38,720 Added 2.41%	1,646,157 $54.1 Million
Q1 2023 May 09, 2023	BUY	$30.43 - $33.38 $2.27 Million - $2.49 Million	74,571 Added 4.86%	1,607,437 $51.8 Million
Q4 2022 Feb 07, 2023	BUY	$25.88 - $31.1 $2.53 Million - $3.04 Million	97,657 Added 6.8%	1,532,866 $46.6 Million
Q3 2022 Nov 02, 2022	BUY	$25.71 - $30.57 $1.05 Million - $1.25 Million	40,963 Added 2.94%	1,435,209 $37 Million
Q2 2022 Aug 02, 2022	BUY	$28.66 - $33.84 $2.8 Million - $3.3 Million	97,633 Added 7.53%	1,394,246 $40.3 Million
Q1 2022 May 13, 2022	BUY	$30.75 - $35.49 $8.32 Million - $9.6 Million	270,522 Added 26.36%	1,296,613 $43.4 Million
Q4 2021 Feb 14, 2022	BUY	$31.61 - $34.21 $2.09 Million - $2.26 Million	66,166 Added 6.89%	1,026,091 $33.7 Million
Q3 2021 Nov 02, 2021	BUY	$32.25 - $33.65 $31 Million - $32.3 Million	959,925 New	959,925 $31.4 Million

Others Institutions Holding DFIV

# of Institutions

622

Shares Held

213M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
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Industry ETFs

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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Dimensional ETF Tr Transaction History