A detailed history of Advyzon Investment Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 9,403 shares of DFIV stock, worth $450,497. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,403
Previous 8,253 13.93%
Holding current value
$450,497
Previous $353 Million 22.69%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Nov 10, 2025

BUY
$42.66 - $46.53 $49,058 - $53,509
1,150 Added 13.93%
9,403 $434 Million
Q2 2025

Aug 07, 2025

SELL
$34.67 - $43.21 $6,552 - $8,166
-189 Reduced 2.24%
8,253 $353 Million
Q1 2025

May 09, 2025

BUY
$35.33 - $40.77 $8,655 - $9,988
245 Added 2.99%
8,442 $332 Million
Q4 2024

Feb 03, 2025

BUY
$34.86 - $37.97 $285,747 - $311,240
8,197 New
8,197 $291 Million

Others Institutions Holding DFIV

About DIMENSIONAL ETF TR


  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Advyzon Investment Management, LLC Portfolio

Follow Advyzon Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advyzon Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advyzon Investment Management, LLC with notifications on news.