Valued Wealth Advisors LLC Dimensional ETF Tr Transaction History

Valued Wealth Advisors LLC

$192 Billion
Q2 2025

A detailed history of Valued Wealth Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 36,235 shares of DFIV stock, worth $1.62 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

36,235

Previous 17,367 108.64%

Holding current value

$1.62 Million

Previous $684 Million 127.03%

% of portfolio

0.81%

Previous 0.41%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$34.67 - $43.21 $654,153 - $815,286	18,868 Added 108.64%	36,235 $1.55 Billion
Q1 2025 May 01, 2025	SELL	$35.33 - $40.77 $4,698 - $5,422	-133 Reduced 0.76%	17,367 $684 Million
Q4 2024 Jan 22, 2025	SELL	$34.86 - $37.97 $5,229 - $5,695	-150 Reduced 0.85%	17,500 $621 Million
Q3 2024 Oct 28, 2024	SELL	$34.66 - $38.38 $3,812 - $4,221	-110 Reduced 0.62%	17,650 $672 Million
Q2 2024 Jul 16, 2024	BUY	$35.5 - $38.02 $11,502 - $12,318	324 Added 1.86%	17,760 $638 Million
Q1 2024 Apr 30, 2024	BUY	$33.15 - $36.75 $16,972 - $18,816	512 Added 3.03%	17,436 $641 Million
Q4 2023 Jan 05, 2024	BUY	$30.86 - $34.46 $522,274 - $583,201	16,924 New	16,924 $552 Million

Others Institutions Holding DFIV

# of Institutions

723

Shares Held

234M

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 Wealth Advisors LLC Dimensional ETF Tr Transaction History