Prevail Innovative Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Prevail Innovative Wealth Advisors, LLC

  • $515 Billion
  • Q3 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 25,051 shares of DFIV stock, worth $1.2 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
25,051
Previous 34,014 26.35%
Holding current value
$1.2 Million
Previous $1.46 Billion 20.69%
% of portfolio
0.22%
Previous 0.33%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$42.66 - $46.53 $382,361 - $417,048
-8,963 Reduced 26.35%
25,051 $1.16 Billion
Q2 2025

Aug 14, 2025
BUY
$34.67 - $43.21 $199,941 - $249,192
5,767 Added 20.42%
34,014 $1.46 Billion
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
792
Shares Held
258M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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