True Wealth Design, LLC Dimensional ETF Tr Transaction History

True Wealth Design, LLC

  • $327 Billion
  • Q3 2025

A detailed history of True Wealth Design, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, True Wealth Design, LLC holds 3,097 shares of DFIV stock, worth $148,377. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,097
Previous 3,237 4.32%
Holding current value
$148,377
Previous $139 Million 3.02%
% of portfolio
0.04%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$42.66 - $46.53 $5,972 - $6,514
-140 Reduced 4.32%
3,097 $143 Million
Q1 2024

May 14, 2024
SELL
$33.15 - $36.75 $3,513 - $3,895
-106 Reduced 3.17%
3,237 $119 Million
Q4 2023

Feb 14, 2024
SELL
$30.86 - $34.46 $2,036 - $2,274
-66 Reduced 1.94%
3,343 $115 Million
Q4 2022

Feb 15, 2023
BUY
$25.88 - $31.1 $88,224 - $106,019
3,409 New
3,409 $104 Million

Others Institutions Holding DFIV

# of Institutions
792
Shares Held
258M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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