Avidian Wealth Solutions, LLC Dimensional ETF Tr Transaction History

Avidian Wealth Solutions, LLC

  • $2.51 Billion
  • Q3 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 78,334 shares of DFIV stock, worth $3.75 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
78,334
Previous 70,079 11.78%
Holding current value
$3.75 Million
Previous $3 Million 20.36%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Oct 30, 2025
BUY
$42.66 - $46.53 $352,158 - $384,105
8,255 Added 11.78%
78,334 $3.61 Million
Q2 2025

Jul 30, 2025
SELL
$34.67 - $43.21 $113,509 - $141,469
-3,274 Reduced 4.46%
70,079 $3 Million
Q1 2025

Apr 25, 2025
BUY
$35.33 - $40.77 $1.93 Million - $2.22 Million
54,522 Added 289.53%
73,353 $2.89 Million
Q4 2024

Jan 29, 2025
BUY
$34.86 - $37.97 $656,448 - $715,013
18,831 New
18,831 $667,000

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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