Eq Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Eq Wealth Advisors, LLC

  • $126 Billion
  • Q1 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 146,973 shares of DFIV stock, worth $5.87 Million. This represents 4.61% of its overall portfolio holdings.

Number of Shares
146,973
Previous 111,032 32.37%
Holding current value
$5.87 Million
Previous $3.94 Billion 46.85%
% of portfolio
4.61%
Previous 3.79%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
646
Shares Held
215M
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
Track This Portfolio

Track Eq Wealth Advisors, LLC Portfolio

Follow Eq Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Eq Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Eq Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email