Litman Gregory Wealth Management LLC Dimensional ETF Tr Transaction History

Litman Gregory Wealth Management LLC

$1.27 Billion
Q2 2025

A detailed history of Litman Gregory Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 8,146 shares of DFIV stock, worth $379,847. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,146

Previous 7,861 3.63%

Holding current value

$379,847

Previous $309,000 12.62%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$34.67 - $43.21 $9,880 - $12,314	285 Added 3.63%	8,146 $348,000
Q4 2024 Jan 23, 2025	SELL	$34.86 - $37.97 $41,587 - $45,298	-1,193 Reduced 13.18%	7,861 $278,000
Q3 2024 Oct 22, 2024	BUY	$34.66 - $38.38 $39,373 - $43,599	1,136 Added 14.35%	9,054 $344,000
Q2 2024 Jul 30, 2024	SELL	$35.5 - $38.02 $19,454 - $20,834	-548 Reduced 6.47%	7,918 $284,000
Q1 2024 May 03, 2024	BUY	$33.15 - $36.75 $563 - $624	17 Added 0.2%	8,466 $311,000
Q4 2023 Jan 31, 2024	SELL	$30.86 - $34.46 $27,403 - $30,600	-888 Reduced 9.51%	8,449 $290,000
Q3 2023 Oct 23, 2023	BUY	$32.1 - $34.42 $2,343 - $2,512	73 Added 0.79%	9,337 $304,000
Q2 2023 Aug 09, 2023	BUY	$31.45 - $33.77 $291,352 - $312,845	9,264 New	9,264 $304,000

Others Institutions Holding DFIV

# of Institutions

747

Shares Held

261M

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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Litman Gregory Wealth Management LLC Dimensional ETF Tr Transaction History