Optivise Advisory Services LLC Dimensional ETF Tr Transaction History

Optivise Advisory Services LLC

$173 Billion
Q4 2025

A detailed history of Optivise Advisory Services LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Optivise Advisory Services LLC holds 21,795 shares of DFIV stock, worth $1.04 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

21,795

Previous 30,978 29.64%

Holding current value

$1.04 Million

Previous $1.43 Billion 23.88%

% of portfolio

0.63%

Previous 0.85%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$45.13 - $48.25 $414,428 - $443,079	-9,183 Reduced 29.64%	21,795 $1.09 Billion
Q3 2025 Oct 17, 2025	BUY	$42.66 - $46.53 $181,646 - $198,124	4,258 Added 15.94%	30,978 $1.43 Billion
Q2 2025 Aug 05, 2025	BUY	$34.67 - $43.21 $54,085 - $67,407	1,560 Added 6.2%	26,720 $1.14 Billion
Q1 2025 Apr 18, 2025	BUY	$35.33 - $40.77 $53,630 - $61,888	1,518 Added 6.42%	25,160 $990 Million
Q4 2024 Feb 13, 2025	BUY	$34.86 - $37.97 $9,133 - $9,948	262 Added 1.12%	23,642 $839 Million

Q3 2024 Nov 12, 2024	BUY	$34.66 - $38.38 $810,350 - $897,324	23,380 New	23,380 $890 Million
Q2 2024 Nov 14, 2024	BUY	$35.5 - $38.02 $65,781 - $70,451	1,853 Added 7.93%	25,233 $907 Million

Others Institutions Holding DFIV

# of Institutions

795

Shares Held

258M

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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Optivise Advisory Services LLC Dimensional ETF Tr Transaction History