Partners In Financial Planning Dimensional ETF Tr Transaction History

Partners In Financial Planning

$542 Billion
Q2 2025

A detailed history of Partners In Financial Planning transactions in Dimensional ETF Tr stock. As of the latest transaction made, Partners In Financial Planning holds 9,542 shares of DFIV stock, worth $425,859. This represents 0.08% of its overall portfolio holdings.

Number of Shares

9,542

Previous 9,462 0.85%

Holding current value

$425,859

Previous $372 Million 9.73%

% of portfolio

0.08%

Previous 0.07%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$34.67 - $43.21 $2,773 - $3,456	80 Added 0.85%	9,542 $409 Million
Q1 2025 Apr 30, 2025	BUY	$35.33 - $40.77 $565 - $652	16 Added 0.17%	9,462 $372 Million
Q4 2024 Feb 12, 2025	BUY	$34.86 - $37.97 $329,287 - $358,664	9,446 New	9,446 $335 Million
Q3 2024 Feb 26, 2025	BUY	$34.66 - $38.38 $970 - $1,074	28 Added 0.3%	9,405 $358 Million
Q2 2024 Feb 26, 2025	BUY	$35.5 - $38.02 $3,053 - $3,269	86 Added 0.93%	9,377 $337 Million
Q1 2024 Feb 26, 2025	BUY	$33.15 - $36.75 $60,797 - $67,399	1,834 Added 24.59%	9,291 $341 Million
Q4 2023 Feb 26, 2025	BUY	$30.86 - $34.46 $1,419 - $1,585	46 Added 0.62%	7,457 $256 Million
Q3 2023 Mar 04, 2025	SELL	$32.1 - $34.42 $64,649 - $69,321	-2,014 Reduced 21.32%	7,432 $242 Million
Q2 2023 Feb 26, 2025	SELL	$31.45 - $33.77 $15,787 - $16,952	-502 Reduced 6.34%	7,411 $243 Million
Q1 2023 Feb 26, 2025	SELL	$30.43 - $33.38 $46,649 - $51,171	-1,533 Reduced 16.23%	7,913 $255 Million
Q4 2022 May 05, 2025	BUY	$25.88 - $31.1 $595 - $715	23 Added 0.29%	7,902 $242 Million
Q3 2022 May 05, 2025	BUY	$25.71 - $30.57 $308 - $366	12 Added 0.15%	7,879 $237 Million
Q2 2022 May 05, 2025	SELL	$28.66 - $33.84 $11,120 - $13,129	-388 Reduced 4.7%	7,867 $228 Million
Q1 2022 May 05, 2025	BUY	$30.75 - $35.49 $153 - $177	5 Added 0.06%	8,255 $269 Million
Q4 2021 May 05, 2025	SELL	$31.61 - $34.21 $38,311 - $41,462	-1,212 Reduced 12.81%	8,250 $289 Million
Q3 2021 May 05, 2025	SELL	$32.25 - $33.65 $40,409 - $42,163	-1,253 Reduced 13.24%	8,209 $269 Million

Others Institutions Holding DFIV

# of Institutions

723

Shares Held

234M

Call Options Held

1.8K

Put Options Held

200

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About DIMENSIONAL ETF TR

Ticker DFIV
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Partners In Financial Planning Dimensional ETF Tr Transaction History