Triangle Securities Wealth Management Dimensional ETF Tr Transaction History

Triangle Securities Wealth Management

  • $412 Million
  • Q3 2025

A detailed history of Triangle Securities Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Triangle Securities Wealth Management holds 40,130 shares of DFIV stock, worth $1.84 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
40,130
Previous 39,043 2.78%
Holding current value
$1.84 Million
Previous $1.67 Million 10.65%
% of portfolio
0.45%
Previous 0.44%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$42.66 - $46.53 $46,371 - $50,578
1,087 Added 2.78%
40,130 $1.85 Million
Q2 2025

Jul 10, 2025
BUY
$34.67 - $43.21 $1.35 Million - $1.69 Million
39,043 New
39,043 $1.67 Million

Others Institutions Holding DFIV

# of Institutions
760
Shares Held
267M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Triangle Securities Wealth Management Portfolio

Follow Triangle Securities Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Triangle Securities Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Triangle Securities Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email