Prism Advisors, Inc. Dimensional ETF Tr Transaction History

Prism Advisors, Inc.

$341 Million
Q2 2025

A detailed history of Prism Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Prism Advisors, Inc. holds 440,645 shares of DFIV stock, worth $19.7 Million. This represents 5.54% of its overall portfolio holdings.

Number of Shares

440,645

Previous 526,952 16.38%

Holding current value

$19.7 Million

Previous $20.7 Million 9.01%

% of portfolio

5.54%

Previous 6.42%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	SELL	$34.67 - $43.21 $2.99 Million - $3.73 Million	-86,307 Reduced 16.38%	440,645 $18.9 Million
Q1 2025 May 01, 2025	SELL	$35.33 - $40.77 $408,838 - $471,790	-11,572 Reduced 2.15%	526,952 $20.7 Million
Q4 2024 Jan 22, 2025	BUY	$34.86 - $37.97 $1.61 Million - $1.76 Million	46,298 Added 9.41%	538,524 $19.1 Million
Q3 2024 Oct 15, 2024	BUY	$34.66 - $38.38 $17.1 Million - $18.9 Million	492,226 New	492,226 $18.7 Million

Others Institutions Holding DFIV

# of Institutions

723

Shares Held

234M

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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Prism Advisors, Inc. Dimensional ETF Tr Transaction History