Ifp Advisors, Inc Dimensional ETF Tr Transaction History

Ifp Advisors, Inc

$3.07 Billion
Q1 2025

A detailed history of Ifp Advisors, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ifp Advisors, Inc holds 12,994 shares of DFIV stock, worth $552,245. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,994

Previous 4,312 201.35%

Holding current value

$552,245

Previous $152,000 236.18%

% of portfolio

0.02%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$35.33 - $40.77 $306,735 - $353,965	8,682 Added 201.35%	12,994 $511,000
Q4 2024 Feb 04, 2025	BUY	$34.86 - $37.97 $58,773 - $64,017	1,686 Added 64.2%	4,312 $152,000
Q3 2024 Feb 04, 2025	BUY	$34.66 - $38.38 $52,683 - $58,337	1,520 Added 137.43%	2,626 $99,000
Q2 2024 Jul 30, 2024	SELL	$35.5 - $38.02 $54,705 - $58,588	-1,541 Reduced 58.22%	1,106 $39,000
Q1 2024 Jul 30, 2024	BUY	$33.15 - $36.75 $21,050 - $23,336	635 Added 31.56%	2,647 $97,000
Q4 2023 Jan 09, 2024	SELL	$30.86 - $34.46 $16,448 - $18,367	-533 Reduced 20.94%	2,012 $69,000
Q3 2023 Oct 12, 2023	BUY	$32.1 - $34.42 $33,993 - $36,450	1,059 Added 71.27%	2,545 $83,000
Q2 2023 Aug 04, 2023	SELL	$31.45 - $33.77 $11,856 - $12,731	-377 Reduced 20.24%	1,486 $48,000
Q1 2023 Apr 18, 2023	BUY	$30.43 - $33.38 $31,312 - $34,348	1,029 Added 123.38%	1,863 $60,000
Q4 2022 Feb 07, 2023	SELL	$25.88 - $31.1 $31,625 - $38,004	-1,222 Reduced 59.44%	834 $29,000
Q3 2022 Nov 08, 2022	BUY	$25.71 - $30.57 $11,415 - $13,573	444 Added 27.54%	2,056 $69,000
Q2 2022 Sep 06, 2022	BUY	$28.66 - $33.84 $46,199 - $54,550	1,612 New	1,612 $54,000
Q2 2022 Aug 12, 2022	SELL	$28.66 - $33.84 $46,199 - $54,550	-1,612 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$30.75 - $35.49 $37,976 - $43,830	1,235 Added 327.59%	1,612 $53,000
Q4 2021 Jan 12, 2022	BUY	$31.61 - $34.21 $189 - $205	6 Added 1.62%	377 $13,000
Q3 2021 Oct 06, 2021	BUY	$32.25 - $33.65 $11,964 - $12,484	371 New	371 $13,000

Others Institutions Holding DFIV

# of Institutions

690

Shares Held

226M

Call Options Held

1.8K

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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