Shanker Valleau Wealth Advisors, Inc. Dimensional ETF Tr Transaction History

Shanker Valleau Wealth Advisors, Inc.

  • $332 Million
  • Q2 2025

A detailed history of Shanker Valleau Wealth Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Shanker Valleau Wealth Advisors, Inc. holds 387,258 shares of DFIV stock, worth $16.9 Million. This represents 5.0% of its overall portfolio holdings.

Number of Shares
387,258
Previous 429,500 9.84%
Holding current value
$16.9 Million
Previous $16.9 Million 1.89%
% of portfolio
5.0%
Previous 5.74%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025
SELL
$34.67 - $43.21 $1.46 Million - $1.83 Million
-42,242 Reduced 9.84%
387,258 $16.6 Million
Q1 2025

Apr 16, 2025
SELL
$35.33 - $40.77 $1.1 Million - $1.27 Million
-31,215 Reduced 6.78%
429,500 $16.9 Million
Q4 2024

Jan 06, 2025
BUY
$34.86 - $37.97 $7.86 Million - $8.56 Million
225,494 Added 95.86%
460,715 $16.3 Million
Q3 2024

Oct 08, 2024
BUY
$34.66 - $38.38 $73,721 - $81,634
2,127 Added 0.91%
235,221 $8.96 Million
Q2 2024

Jul 02, 2024
SELL
$35.5 - $38.02 $133,373 - $142,841
-3,757 Reduced 1.59%
233,094 $8.38 Million
Q1 2024

Apr 17, 2024
BUY
$33.15 - $36.75 $64,410 - $71,405
1,943 Added 0.83%
236,851 $8.7 Million
Q4 2023

Jan 11, 2024
BUY
$30.86 - $34.46 $251,354 - $280,676
8,145 Added 3.59%
234,908 $8.07 Million
Q3 2023

Oct 12, 2023
BUY
$32.1 - $34.42 $191,829 - $205,693
5,976 Added 2.71%
226,763 $7.4 Million
Q2 2023

Jul 12, 2023
BUY
$31.45 - $33.77 $70,133 - $75,307
2,230 Added 1.02%
220,787 $7.25 Million
Q1 2023

Apr 17, 2023
SELL
$30.43 - $33.38 $180,815 - $198,343
-5,942 Reduced 2.65%
218,557 $7.04 Million
Q4 2022

Jan 12, 2023
SELL
$25.88 - $31.1 $482,273 - $579,548
-18,635 Reduced 7.66%
224,499 $0
Q3 2022

Oct 05, 2022
BUY
$25.71 - $30.57 $375,108 - $446,016
14,590 Added 6.38%
243,134 $6.26 Million
Q2 2022

Jul 08, 2022
SELL
$28.66 - $33.84 $517,542 - $611,082
-18,058 Reduced 7.32%
228,544 $6.6 Million
Q1 2022

Apr 28, 2022
BUY
$30.75 - $35.49 $82,471 - $95,184
2,682 Added 1.1%
246,602 $8.26 Million
Q4 2021

Jan 27, 2022
BUY
$31.61 - $34.21 $7.71 Million - $8.34 Million
243,920 New
243,920 $8.01 Million

Others Institutions Holding DFIV

# of Institutions
712
Shares Held
230M
Call Options Held
1.8K
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR

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