Running Point Capital Advisors, LLC Dimensional ETF Tr Transaction History

Running Point Capital Advisors, LLC

$358 Million
Q3 2025

A detailed history of Running Point Capital Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Running Point Capital Advisors, LLC holds 33,765 shares of DFIV stock, worth $1.55 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

33,765

Previous 21,092 60.08%

Holding current value

$1.55 Million

Previous $830,000 87.59%

% of portfolio

0.43%

Previous 0.27%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$42.66 - $46.53 $540,630 - $589,674	12,673 Added 60.08%	33,765 $1.56 Million
Q2 2024 Aug 13, 2024	BUY	$35.5 - $38.02 $38,695 - $41,441	1,090 Added 5.45%	21,092 $758,000
Q4 2023 Feb 13, 2024	BUY	$30.86 - $34.46 $5,894 - $6,581	191 Added 0.96%	20,002 $687,000
Q3 2023 Nov 06, 2023	BUY	$32.1 - $34.42 $5,489 - $5,885	171 Added 0.87%	19,811 $646,000
Q2 2023 Aug 09, 2023	BUY	$31.45 - $33.77 $10,881 - $11,684	346 Added 1.79%	19,640 $645,000
Q1 2023 May 10, 2023	BUY	$30.43 - $33.38 $2,616 - $2,870	86 Added 0.45%	19,294 $621,000
Q4 2022 Feb 09, 2023	SELL	$25.88 - $31.1 $1,889 - $2,270	-73 Reduced 0.38%	19,208 $583,000
Q3 2022 Nov 14, 2022	BUY	$25.71 - $30.57 $2,545 - $3,026	99 Added 0.52%	19,281 $497,000
Q2 2022 Aug 02, 2022	SELL	$28.66 - $33.84 $33,761 - $39,863	-1,178 Reduced 5.79%	19,182 $554,000
Q1 2022 May 12, 2022	SELL	$30.75 - $35.49 $6,642 - $7,665	-216 Reduced 1.05%	20,360 $682,000
Q4 2021 Feb 10, 2022	BUY	$31.61 - $34.21 $10,873 - $11,768	344 Added 1.7%	20,576 $675,000
Q3 2021 Nov 15, 2021	BUY	$32.25 - $33.65 $652,482 - $680,806	20,232 New	20,232 $662,000

Others Institutions Holding DFIV

# of Institutions

761

Shares Held

267M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Running Point Capital Advisors, LLC Dimensional ETF Tr Transaction History