Trademark Financial Management, LLC Dimensional ETF Tr Transaction History

Trademark Financial Management, LLC

$131 Billion
Q1 2025

A detailed history of Trademark Financial Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Trademark Financial Management, LLC holds 54,186 shares of DFIV stock, worth $2.17 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares

54,186

Previous 14,086 284.68%

Holding current value

$2.17 Million

Previous $500 Million 326.75%

% of portfolio

1.63%

Previous 0.4%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$35.33 - $40.77 $1.42 Million - $1.63 Million	40,100 Added 284.68%	54,186 $2.13 Billion
Q4 2024 Jan 30, 2025	SELL	$34.86 - $37.97 $872,232 - $950,047	-25,021 Reduced 63.98%	14,086 $500 Million
Q3 2024 Oct 31, 2024	BUY	$34.66 - $38.38 $273,675 - $303,048	7,896 Added 25.3%	39,107 $1.49 Billion
Q2 2024 Jul 30, 2024	BUY	$35.5 - $38.02 $21,087 - $22,583	594 Added 1.94%	31,211 $1.12 Billion
Q1 2024 May 07, 2024	BUY	$33.15 - $36.75 $11,701 - $12,972	353 Added 1.17%	30,617 $1.13 Billion
Q4 2023 Feb 13, 2024	BUY	$30.86 - $34.46 $933,947 - $1.04 Million	30,264 New	30,264 $1.04 Billion

Others Institutions Holding DFIV

# of Institutions

685

Shares Held

225M

Call Options Held

1.8K

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Trademark Financial Management, LLC Dimensional ETF Tr Transaction History