Trace Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Trace Wealth Advisors, LLC

  • $112 Billion
  • Q1 2025

A detailed history of Trace Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Trace Wealth Advisors, LLC holds 44,424 shares of DFIV stock, worth $1.89 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares
44,424
Previous 43,304 2.59%
Holding current value
$1.89 Million
Previous $1.54 Billion 13.8%
% of portfolio
1.56%
Previous 1.38%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$35.33 - $40.77 $39,569 - $45,662
1,120 Added 2.59%
44,424 $1.75 Billion
Q4 2024

Feb 14, 2025
BUY
$34.86 - $37.97 $1.51 Million - $1.64 Million
43,304 New
43,304 $1.54 Billion

Others Institutions Holding DFIV

# of Institutions
689
Shares Held
226M
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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