Beacon Financial Advisory LLC Dimensional ETF Tr Transaction History

Beacon Financial Advisory LLC

  • $373 Million
  • Q3 2025

A detailed history of Beacon Financial Advisory LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 20,687 shares of DFIV stock, worth $991,114. This represents 0.26% of its overall portfolio holdings.

Number of Shares
20,687
Previous 19,547 5.83%
Holding current value
$991,114
Previous $837,000 13.98%
% of portfolio
0.26%
Previous 0.24%

Shares

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

Oct 29, 2025
BUY
$42.66 - $46.53 $48,632 - $53,044
1,140 Added 5.83%
20,687 $954,000
Q2 2025

Jul 22, 2025
BUY
$34.67 - $43.21 $183,924 - $229,229
5,305 Added 37.25%
19,547 $837,000
Q1 2025

Apr 24, 2025
BUY
$35.33 - $40.77 $236,039 - $272,384
6,681 Added 88.36%
14,242 $560,000
Q4 2024

Jan 27, 2025
BUY
$34.86 - $37.97 $48,525 - $52,854
1,392 Added 22.56%
7,561 $268,000
Q3 2024

Oct 30, 2024
BUY
$34.66 - $38.38 $213,817 - $236,766
6,169 New
6,169 $234,000

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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