Visionary Wealth Advisors Dimensional ETF Tr Transaction History

Visionary Wealth Advisors

$1.56 Billion
Q1 2025

A detailed history of Visionary Wealth Advisors transactions in Dimensional ETF Tr stock. As of the latest transaction made, Visionary Wealth Advisors holds 145,325 shares of DFIV stock, worth $6.14 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

145,325

Previous 140,009 3.8%

Holding current value

$6.14 Million

Previous $4.97 Million 15.16%

% of portfolio

0.37%

Previous 0.31%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$35.33 - $40.77 $187,814 - $216,733	5,316 Added 3.8%	145,325 $5.72 Million
Q4 2024 Feb 13, 2025	BUY	$34.86 - $37.97 $589,343 - $641,920	16,906 Added 13.73%	140,009 $4.97 Million
Q3 2024 Nov 12, 2024	BUY	$34.66 - $38.38 $337,657 - $373,897	9,742 Added 8.59%	123,103 $4.69 Million
Q2 2024 Aug 13, 2024	BUY	$35.5 - $38.02 $62,586 - $67,029	1,763 Added 1.58%	113,361 $4.07 Million
Q1 2024 May 15, 2024	SELL	$33.15 - $36.75 $430,253 - $476,978	-12,979 Reduced 10.42%	111,598 $4.1 Million
Q4 2023 Feb 14, 2024	BUY	$30.86 - $34.46 $5,678 - $6,340	184 Added 0.15%	124,577 $4.28 Million
Q3 2023 Nov 13, 2023	BUY	$32.1 - $34.42 $17,526 - $18,793	546 Added 0.44%	124,393 $4.06 Million
Q2 2023 Aug 11, 2023	BUY	$31.45 - $33.77 $27,927 - $29,987	888 Added 0.72%	123,847 $4.07 Million
Q1 2023 May 15, 2023	BUY	$30.43 - $33.38 $821,701 - $901,360	27,003 Added 28.14%	122,959 $3.96 Million
Q4 2022 Feb 13, 2023	BUY	$25.88 - $31.1 $2.48 Million - $2.98 Million	95,956 New	95,956 $2.92 Million

Others Institutions Holding DFIV

# of Institutions

687

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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Visionary Wealth Advisors Dimensional ETF Tr Transaction History