Eq Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Eq Wealth Advisors, LLC

  • $152 Billion
  • Q3 2025

A detailed history of Eq Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Eq Wealth Advisors, LLC holds 193,895 shares of DFIV stock, worth $8.89 Million. This represents 5.88% of its overall portfolio holdings.

Number of Shares
193,895
Previous 180,594 7.37%
Holding current value
$8.89 Million
Previous $7.73 Billion 15.61%
% of portfolio
5.88%
Previous 5.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$42.66 - $46.53 $567,420 - $618,895
13,301 Added 7.37%
193,895 $8.94 Billion
Q2 2025

Jul 28, 2025
BUY
$34.67 - $43.21 $1.17 Million - $1.45 Million
33,621 Added 22.88%
180,594 $7.73 Billion
Q1 2025

Apr 22, 2025
BUY
$35.33 - $40.77 $1.27 Million - $1.47 Million
35,941 Added 32.37%
146,973 $5.78 Billion
Q4 2024

Jan 24, 2025
BUY
$34.86 - $37.97 $3.87 Million - $4.22 Million
111,032 New
111,032 $3.94 Billion

Others Institutions Holding DFIV

# of Institutions
772
Shares Held
268M
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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