Wsfs Capital Management, LLC Dimensional ETF Tr Transaction History

Wsfs Capital Management, LLC

$1.79 Billion
Q2 2025

A detailed history of Wsfs Capital Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wsfs Capital Management, LLC holds 6,210 shares of DFIV stock, worth $287,709. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,210

Holding current value

$287,709

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 06, 2025	BUY	$34.67 - $43.21 $215,300 - $268,334	6,210 New	6,210 $265,000

Others Institutions Holding DFIV

# of Institutions

772

Shares Held

268M

Call Options Held

Put Options Held

Northwestern Mutual Wealth Management CO

24.6M
Shares

$1.14 Billion
0.78% of portfolio
Envestnet Asset Management Inc

21.1M
Shares

$979 Million
0.28% of portfolio
Mercer Global Advisors Inc Denver, CO

19.9M
Shares

$923 Million
1.77% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$517 Million
4.47% of portfolio
Savant Capital, LLC

8.59M
Shares

$398 Million
2.4% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Wsfs Capital Management, LLC Dimensional ETF Tr Transaction History