Lauterbach Financial Advisors, LLC Dimensional ETF Tr Transaction History

Lauterbach Financial Advisors, LLC

$174 Million
Q2 2025

A detailed history of Lauterbach Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lauterbach Financial Advisors, LLC holds 271,319 shares of DFIV stock, worth $12.2 Million. This represents 6.68% of its overall portfolio holdings.

Number of Shares

271,319

Previous 270,246 0.4%

Holding current value

$12.2 Million

Previous $10.6 Million 9.25%

% of portfolio

6.68%

Previous 6.93%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$34.67 - $43.21 $37,200 - $46,364	1,073 Added 0.4%	271,319 $11.6 Million
Q1 2025 May 05, 2025	SELL	$35.33 - $40.77 $124,820 - $144,040	-3,533 Reduced 1.29%	270,246 $10.6 Million
Q4 2024 Feb 07, 2025	SELL	$34.86 - $37.97 $48,804 - $53,158	-1,400 Reduced 0.51%	273,779 $9.71 Million
Q3 2024 Nov 01, 2024	BUY	$34.66 - $38.38 $174,270 - $192,974	5,028 Added 1.86%	275,179 $10.5 Million
Q2 2024 Aug 12, 2024	BUY	$35.5 - $38.02 $247,719 - $265,303	6,978 Added 2.65%	270,151 $9.71 Million
Q1 2024 May 08, 2024	SELL	$33.15 - $36.75 $344,030 - $381,391	-10,378 Reduced 3.79%	263,173 $9.67 Million
Q4 2023 Jan 18, 2024	SELL	$30.86 - $34.46 $40,766 - $45,521	-1,321 Reduced 0.48%	273,551 $9.4 Million
Q3 2023 Oct 30, 2023	BUY	$32.1 - $34.42 $35,117 - $37,655	1,094 Added 0.4%	274,872 $8.97 Million
Q2 2023 Aug 02, 2023	SELL	$31.45 - $33.77 $60,289 - $64,737	-1,917 Reduced 0.7%	273,778 $8.99 Million
Q1 2023 May 01, 2023	SELL	$30.43 - $33.38 $139,643 - $153,180	-4,589 Reduced 1.64%	275,695 $8.89 Million
Q4 2022 Jan 26, 2023	BUY	$25.88 - $31.1 $125,362 - $150,648	4,844 Added 1.76%	280,284 $0
Q3 2022 Oct 28, 2022	SELL	$25.71 - $30.57 $547,982 - $651,568	-21,314 Reduced 7.18%	275,440 $7.1 Million
Q2 2022 Jul 29, 2022	BUY	$28.66 - $33.84 $289,007 - $341,242	10,084 Added 3.52%	296,754 $8.57 Million
Q1 2022 May 11, 2022	BUY	$30.75 - $35.49 $362,788 - $418,711	11,798 Added 4.29%	286,670 $9.6 Million
Q4 2021 Feb 08, 2022	BUY	$31.61 - $34.21 $8.69 Million - $9.4 Million	274,872 New	274,872 $9.02 Million

Others Institutions Holding DFIV

# of Institutions

752

Shares Held

262M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

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Lauterbach Financial Advisors, LLC Dimensional ETF Tr Transaction History