A detailed history of Prism Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Prism Advisors, Inc. holds 538,524 shares of DFIV stock, worth $20 Million. This represents 5.76% of its overall portfolio holdings.

Number of Shares
538,524
Previous 492,226 9.41%
Holding current value
$20 Million
Previous $18.7 Million 1.91%
% of portfolio
5.76%
Previous 5.4%

Shares

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

About DIMENSIONAL ETF TR


  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Prism Advisors, Inc. Portfolio

Follow Prism Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prism Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Prism Advisors, Inc. with notifications on news.