Institute For Wealth Management, Llc. Dimensional ETF Tr Transaction History

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 10,571 shares of DFIV stock, worth $486,477. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,571
Previous 10,552 0.18%
Holding current value
$486,477
Previous $451,000 7.98%
% of portfolio
0.05%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$42.66 - $46.53 $810 - $884
19 Added 0.18%
10,571 $487,000
Q1 2024

Apr 30, 2024
BUY
$33.15 - $36.75 $349,798 - $387,786
10,552 New
10,552 $387,000

Others Institutions Holding DFIV

# of Institutions
775
Shares Held
253M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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