Shotwell Rutter Baer Inc Dimensional ETF Tr Transaction History

Shotwell Rutter Baer Inc

$155 Billion
Q3 2025

A detailed history of Shotwell Rutter Baer Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Shotwell Rutter Baer Inc holds 135,462 shares of DFIV stock, worth $6.28 Million. This represents 4.05% of its overall portfolio holdings.

Number of Shares

135,462

Previous 139,062 2.59%

Holding current value

$6.28 Million

Previous $6.02 Billion 4.39%

% of portfolio

4.05%

Previous 4.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	SELL	$42.66 - $46.53 $153,576 - $167,508	-3,600 Reduced 2.59%	135,462 $6.28 Billion
Q2 2025 Jul 07, 2025	BUY	$34.67 - $43.21 $6,934 - $8,642	200 Added 0.14%	139,062 $6.02 Billion
Q1 2025 Apr 08, 2025	BUY	$35.33 - $40.77 $13,107 - $15,125	371 Added 0.27%	138,862 $4.96 Billion
Q4 2024 Jan 13, 2025	BUY	$34.86 - $37.97 $116,606 - $127,009	3,345 Added 2.48%	138,491 $4.89 Billion
Q3 2024 Oct 07, 2024	BUY	$34.66 - $38.38 $161,550 - $178,889	4,661 Added 3.57%	135,146 $5.13 Billion
Q2 2024 Jul 10, 2024	BUY	$35.5 - $38.02 $47,357 - $50,718	1,334 Added 1.03%	130,485 $4.75 Billion
Q1 2024 Apr 10, 2024	BUY	$33.15 - $36.75 $19,757 - $21,903	596 Added 0.46%	129,151 $4.81 Billion
Q4 2023 Jan 17, 2024	BUY	$30.86 - $34.46 $3.97 Million - $4.43 Million	128,555 New	128,555 $4.39 Billion

Others Institutions Holding DFIV

# of Institutions

751

Shares Held

262M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

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Shotwell Rutter Baer Inc Dimensional ETF Tr Transaction History