Mn Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Mn Wealth Advisors, LLC

$170 Billion
Q1 2025

A detailed history of Mn Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Mn Wealth Advisors, LLC holds 15,824 shares of DFIV stock, worth $669,038. This represents 0.37% of its overall portfolio holdings.

Number of Shares

15,824

Previous 46,912 66.27%

Holding current value

$669,038

Previous $1.66 Billion 62.58%

% of portfolio

0.37%

Previous 0.94%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 18, 2025	SELL	$35.33 - $40.77 $1.1 Million - $1.27 Million	-31,088 Reduced 66.27%	15,824 $623 Million
Q4 2024 Jan 30, 2025	BUY	$34.86 - $37.97 $71,846 - $78,256	2,061 Added 4.6%	46,912 $1.66 Billion
Q3 2024 Oct 15, 2024	SELL	$34.66 - $38.38 $16,082 - $17,808	-464 Reduced 1.02%	44,851 $1.71 Billion
Q2 2024 Jul 23, 2024	BUY	$35.5 - $38.02 $53,179 - $56,953	1,498 Added 3.42%	45,315 $1.63 Billion
Q1 2024 Apr 30, 2024	BUY	$33.15 - $36.75 $118,544 - $131,418	3,576 Added 8.89%	43,817 $1.61 Billion
Q4 2023 Feb 12, 2024	BUY	$30.86 - $34.46 $1.24 Million - $1.39 Million	40,241 New	40,241 $1.38 Billion

Others Institutions Holding DFIV

# of Institutions

688

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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Mn Wealth Advisors, LLC Dimensional ETF Tr Transaction History