M Holdings Securities, Inc. Dimensional ETF Tr Transaction History

M Holdings Securities, Inc.

  • $583 Million
  • Q2 2025

A detailed history of M Holdings Securities, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, M Holdings Securities, Inc. holds 55,314 shares of DFIV stock, worth $2.54 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
55,314
Holding current value
$2.54 Million
% of portfolio
0.41%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$34.67 - $43.21 $1.92 Million - $2.39 Million
55,314 New
55,314 $2.37 Million
Q2 2024

Aug 13, 2024
BUY
$35.5 - $38.02 $23.9 Million - $25.6 Million
674,288 New
674,288 $24.2 Million
Q4 2022

Feb 10, 2023
SELL
$25.88 - $31.1 $118,892 - $142,873
-4,594 Reduced 30.26%
10,586 $322,000
Q3 2022

Nov 16, 2022
BUY
$25.71 - $30.57 $11,929 - $14,184
464 Added 3.15%
15,180 $391,000
Q2 2022

Aug 16, 2022
SELL
$28.66 - $33.84 $18,743 - $22,131
-654 Reduced 4.26%
14,716 $425,000
Q1 2022

May 24, 2022
BUY
$30.75 - $35.49 $472,627 - $545,481
15,370 New
15,370 $515,000

Others Institutions Holding DFIV

# of Institutions
762
Shares Held
267M
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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