Valued Retirements, Inc. Dimensional ETF Tr Transaction History

Valued Retirements, Inc.

$76.1 Billion
Q1 2025

A detailed history of Valued Retirements, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Valued Retirements, Inc. holds 119,076 shares of DFIV stock, worth $5.23 Million. This represents 6.16% of its overall portfolio holdings.

Number of Shares

119,076

Previous 123,412 3.51%

Holding current value

$5.23 Million

Previous $4.38 Billion 7.04%

% of portfolio

6.16%

Previous 5.9%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$35.33 - $40.77 $153,190 - $176,778	-4,336 Reduced 3.51%	119,076 $4.69 Billion
Q4 2024 Feb 10, 2025	SELL	$34.86 - $37.97 $226,659 - $246,880	-6,502 Reduced 5.0%	123,412 $4.38 Billion
Q3 2024 Nov 14, 2024	BUY	$34.66 - $38.38 $4.5 Million - $4.99 Million	129,914 New	129,914 $4.95 Billion
Q2 2024 Nov 18, 2024	SELL	$35.5 - $38.02 $110,973 - $118,850	-3,126 Reduced 2.41%	126,788 $4.56 Billion
Q1 2024 Nov 18, 2024	SELL	$33.15 - $36.75 $494,233 - $547,905	-14,909 Reduced 11.48%	115,005 $4.23 Billion
Q4 2023 Nov 18, 2024	SELL	$30.86 - $34.46 $452,901 - $505,734	-14,676 Reduced 11.3%	115,238 $3.96 Billion

Others Institutions Holding DFIV

# of Institutions

718

Shares Held

232M

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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Valued Retirements, Inc. Dimensional ETF Tr Transaction History