Fiduciary Financial Group, LLC Dimensional ETF Tr Transaction History

Fiduciary Financial Group, LLC

  • $553 Billion
  • Q2 2025

A detailed history of Fiduciary Financial Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 512,976 shares of DFIV stock, worth $22.9 Million. This represents 3.98% of its overall portfolio holdings.

Number of Shares
512,976
Previous 473,678 8.3%
Holding current value
$22.9 Million
Previous $17.2 Billion 27.72%
% of portfolio
3.98%
Previous 3.75%

Shares

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

Jul 02, 2025
BUY
$34.67 - $43.21 $1.36 Million - $1.7 Million
39,298 Added 8.3%
512,976 $22 Billion
Q1 2025

Apr 14, 2025
BUY
$35.33 - $40.77 $1.01 Million - $1.17 Million
28,613 Added 6.43%
473,678 $17.2 Billion
Q4 2024

Jan 13, 2025
SELL
$34.86 - $37.97 $4,078 - $4,442
-117 Reduced 0.03%
445,065 $15.7 Billion
Q3 2024

Oct 09, 2024
BUY
$34.66 - $38.38 $1.43 Million - $1.58 Million
41,255 Added 10.21%
445,182 $16.7 Billion
Q2 2024

Jul 17, 2024
BUY
$35.5 - $38.02 $14.3 Million - $15.4 Million
403,927 New
403,927 $15.1 Billion

Others Institutions Holding DFIV

# of Institutions
723
Shares Held
234M
Call Options Held
1.8K
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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