Prevail Innovative Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Prevail Innovative Wealth Advisors, LLC

$375 Billion
Q1 2025

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 28,247 shares of DFIV stock, worth $1.2 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

28,247

Previous 16,735 68.79%

Holding current value

$1.2 Million

Previous $594 Million 87.25%

% of portfolio

0.3%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$35.33 - $40.77 $406,718 - $469,344	11,512 Added 68.79%	28,247 $1.11 Billion
Q4 2024 Feb 12, 2025	BUY	$34.86 - $37.97 $118,175 - $128,718	3,390 Added 25.4%	16,735 $594 Million
Q3 2024 Nov 13, 2024	BUY	$34.66 - $38.38 $69,389 - $76,836	2,002 Added 17.65%	13,345 $508 Million
Q2 2024 Aug 08, 2024	BUY	$35.5 - $38.02 $19,809 - $21,215	558 Added 5.17%	11,343 $408 Million
Q1 2024 May 09, 2024	SELL	$33.15 - $36.75 $228,735 - $253,575	-6,900 Reduced 39.02%	10,785 $396 Million
Q4 2023 Feb 13, 2024	BUY	$30.86 - $34.46 $1,512 - $1,688	49 Added 0.28%	17,685 $608 Million
Q3 2023 Nov 14, 2023	BUY	$32.1 - $34.42 $566,115 - $607,031	17,636 New	17,636 $575 Million

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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Prevail Innovative Wealth Advisors, LLC Dimensional ETF Tr Transaction History