Forvis Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Forvis Wealth Advisors, LLC

$4 Billion
Q1 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 730,536 shares of DFIV stock, worth $30.9 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

730,536

Previous 818,304 10.73%

Holding current value

$30.9 Million

Previous $29 Million 0.94%

% of portfolio

0.72%

Previous 0.69%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$35.33 - $40.77 $3.1 Million - $3.58 Million	-87,768 Reduced 10.73%	730,536 $28.8 Million
Q4 2024 Feb 03, 2025	SELL	$34.86 - $37.97 $520,773 - $567,233	-14,939 Reduced 1.79%	818,304 $29 Million
Q3 2024 Nov 14, 2024	SELL	$34.66 - $38.38 $716,006 - $792,854	-20,658 Reduced 2.42%	833,243 $31.7 Million
Q2 2024 Aug 09, 2024	BUY	$35.5 - $38.02 $111,541 - $119,458	3,142 Added 0.37%	853,901 $30.7 Million
Q1 2024 Apr 19, 2024	BUY	$33.15 - $36.75 $116,389 - $129,029	3,511 Added 0.41%	850,759 $31.3 Million
Q4 2023 Jan 11, 2024	SELL	$30.86 - $34.46 $57,924 - $64,681	-1,877 Reduced 0.22%	847,248 $29.1 Million
Q3 2023 Oct 25, 2023	SELL	$32.1 - $34.42 $359,680 - $385,676	-11,205 Reduced 1.3%	849,125 $27.7 Million
Q2 2023 Aug 08, 2023	BUY	$31.45 - $33.77 $1.1 Million - $1.18 Million	35,074 Added 4.25%	860,330 $28.3 Million
Q1 2023 Apr 26, 2023	BUY	$30.43 - $33.38 $497,591 - $545,829	16,352 Added 2.02%	825,256 $26.6 Million
Q4 2022 Feb 02, 2023	BUY	$25.88 - $31.1 $1.61 Million - $1.93 Million	62,082 Added 8.31%	808,904 $24.6 Million
Q3 2022 Oct 13, 2022	BUY	$25.71 - $30.57 $1.41 Million - $1.68 Million	54,953 Added 7.94%	746,822 $19.2 Million
Q2 2022 Jul 22, 2022	BUY	$28.66 - $33.84 $19.8 Million - $23.4 Million	691,869 New	691,869 $20 Million

Others Institutions Holding DFIV

# of Institutions

687

Shares Held

226M

Call Options Held

1.8K

Put Options Held

200

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Forvis Wealth Advisors, LLC Dimensional ETF Tr Transaction History