Vance Wealth, Inc. Dimensional ETF Tr Transaction History

Vance Wealth, Inc.

$261 Million
Q1 2025

A detailed history of Vance Wealth, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Vance Wealth, Inc. holds 62,690 shares of DFIV stock, worth $2.66 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

62,690

Previous 50,741 23.55%

Holding current value

$2.66 Million

Previous $1.8 Million 37.13%

% of portfolio

0.95%

Previous 0.7%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$35.33 - $40.77 $422,158 - $487,160	11,949 Added 23.55%	62,690 $2.47 Million
Q4 2024 Feb 13, 2025	BUY	$34.86 - $37.97 $264,726 - $288,344	7,594 Added 17.6%	50,741 $1.8 Million
Q3 2024 Nov 08, 2024	BUY	$34.66 - $38.38 $299,739 - $331,910	8,648 Added 25.07%	43,147 $1.64 Million
Q2 2024 Aug 02, 2024	BUY	$35.5 - $38.02 $998,082 - $1.07 Million	28,115 Added 440.4%	34,499 $1.24 Million
Q1 2024 Apr 30, 2024	BUY	$33.15 - $36.75 $211,629 - $234,612	6,384 New	6,384 $234,000

Others Institutions Holding DFIV

# of Institutions

690

Shares Held

226M

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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