Poinciana Advisors Group, LLC Dimensional ETF Tr Transaction History

Poinciana Advisors Group, LLC

  • $96.5 Billion
  • Q1 2025

A detailed history of Poinciana Advisors Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Poinciana Advisors Group, LLC holds 92,771 shares of DFIV stock, worth $3.88 Million. This represents 3.78% of its overall portfolio holdings.

Number of Shares
92,771
Previous 92,980 0.22%
Holding current value
$3.88 Million
Previous $3.3 Billion 10.69%
% of portfolio
3.78%
Previous 3.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$35.33 - $40.77 $7,383 - $8,520
-209 Reduced 0.22%
92,771 $3.65 Billion
Q4 2024

Feb 10, 2025
BUY
$34.86 - $37.97 $3.24 Million - $3.53 Million
92,980 New
92,980 $3.3 Billion

Others Institutions Holding DFIV

# of Institutions
686
Shares Held
225M
Call Options Held
1.8K
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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