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 $20.4 Million. This represents 5.54% of its overall portfolio holdings.

Number of Shares
440,645
Previous 526,952 16.38%
Holding current value
$20.4 Million
Previous $20.7 Million 9.01%
% of portfolio
5.54%
Previous 6.42%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
745
Shares Held
261M
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
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.

Choose your preferred platform and Sign Up 👇 Telegram Email