Herold Advisors, Inc. Dimensional ETF Tr Transaction History

Herold Advisors, Inc.

$455 Million
Q2 2025

A detailed history of Herold Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Herold Advisors, Inc. holds 57,762 shares of DFIV stock, worth $2.71 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

57,762

Previous 61,691 6.37%

Holding current value

$2.71 Million

Previous $2.43 Million 1.85%

% of portfolio

0.54%

Previous 0.55%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$34.67 - $43.21 $136,218 - $169,772	-3,929 Reduced 6.37%	57,762 $2.47 Million
Q1 2025 May 13, 2025	BUY	$35.33 - $40.77 $382,623 - $441,539	10,830 Added 21.29%	61,691 $2.43 Million
Q4 2024 Feb 14, 2025	BUY	$34.86 - $37.97 $148,329 - $161,562	4,255 Added 9.13%	50,861 $1.8 Million
Q3 2024 Nov 14, 2024	BUY	$34.66 - $38.38 $60,308 - $66,781	1,740 Added 3.88%	46,606 $1.77 Million
Q2 2024 Jul 24, 2024	BUY	$35.5 - $38.02 $493,556 - $528,592	13,903 Added 44.9%	44,866 $1.61 Million
Q1 2024 May 10, 2024	BUY	$33.15 - $36.75 $723,896 - $802,509	21,837 Added 239.28%	30,963 $1.14 Million
Q4 2023 Feb 02, 2024	BUY	$30.86 - $34.46 $281,628 - $314,481	9,126 New	9,126 $313,000

Others Institutions Holding DFIV

# of Institutions

777

Shares Held

260M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Herold Advisors, Inc. Dimensional ETF Tr Transaction History