Sovereign Financial Group, Inc. Dimensional ETF Tr Transaction History

Sovereign Financial Group, Inc.

$470 Million
Q2 2025

A detailed history of Sovereign Financial Group, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 28,303 shares of DFIV stock, worth $1.22 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

28,303

Previous 23,743 19.21%

Holding current value

$1.22 Million

Previous $941,000 28.8%

% of portfolio

0.26%

Previous 0.22%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$34.67 - $43.21 $158,095 - $197,037	4,560 Added 19.21%	28,303 $1.21 Million
Q1 2025 Apr 11, 2025	BUY	$35.33 - $40.77 $9,468 - $10,926	268 Added 1.14%	23,743 $941,000
Q4 2024 Jan 14, 2025	SELL	$34.86 - $37.97 $35,243 - $38,387	-1,011 Reduced 4.13%	23,475 $832,000
Q3 2024 Oct 08, 2024	BUY	$34.66 - $38.38 $23,360 - $25,868	674 Added 2.83%	24,486 $932,000
Q2 2024 Jul 15, 2024	BUY	$35.5 - $38.02 $177,500 - $190,100	5,000 Added 26.58%	23,812 $855,000
Q1 2024 Apr 15, 2024	BUY	$33.15 - $36.75 $26,486 - $29,363	799 Added 4.44%	18,812 $691,000
Q4 2023 Feb 06, 2024	BUY	$30.86 - $34.46 $58,757 - $65,611	1,904 Added 11.82%	18,013 $618,000
Q3 2023 Nov 03, 2023	SELL	$32.1 - $34.42 $14,220 - $15,248	-443 Reduced 2.68%	16,109 $525,000
Q2 2023 Jul 31, 2023	BUY	$31.45 - $33.77 $18,807 - $20,194	598 Added 3.75%	16,552 $543,000
Q1 2023 May 04, 2023	BUY	$30.43 - $33.38 $109,030 - $119,600	3,583 Added 28.96%	15,954 $514,000
Q4 2022 Feb 13, 2023	BUY	$25.88 - $31.1 $118,038 - $141,847	4,561 Added 58.4%	12,371 $376,000
Q3 2022 Nov 14, 2022	BUY	$25.71 - $30.57 $200,795 - $238,751	7,810 New	7,810 $201,000

Others Institutions Holding DFIV

# of Institutions

714

Shares Held

231M

Call Options Held

1.8K

Put Options Held

200

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

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Sovereign Financial Group, Inc. Dimensional ETF Tr Transaction History