A detailed history of Global Retirement Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Global Retirement Partners, LLC holds 5,575 shares of DFIV stock, worth $207,166. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,575
Previous 3,136 77.77%
Holding current value
$207,166
Previous $119,000 65.55%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025

BUY
$34.86 - $37.97 $85,023 - $92,608
2,439 Added 77.77%
5,575 $197,000
Q4 2023

Jan 18, 2024

BUY
$30.86 - $34.46 $96,776 - $108,066
3,136 New
3,136 $107,000
Q4 2021

Jan 21, 2022

SELL
$31.61 - $34.21 $43,052 - $46,594
-1,362 Closed
0 $0
Q3 2021

Oct 22, 2021

BUY
$32.25 - $33.65 $43,924 - $45,831
1,362 New
1,362 $45,000

Others Institutions Holding DFIV

About DIMENSIONAL ETF TR


  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Global Retirement Partners, LLC Portfolio

Follow Global Retirement Partners, 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 Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.