Caliber Wealth Management, LLC / Ks Dimensional ETF Tr Transaction History

Caliber Wealth Management, LLC / Ks

  • $897 Billion
  • Q3 2025

A detailed history of Caliber Wealth Management, LLC / Ks transactions in Dimensional ETF Tr stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 199,430 shares of DFIV stock, worth $9.55 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
199,430
Previous 203,429 1.97%
Holding current value
$9.55 Million
Previous $8.71 Billion 5.56%
% of portfolio
1.03%
Previous 0.94%

Shares

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

Nov 05, 2025
SELL
$42.66 - $46.53 $170,597 - $186,073
-3,999 Reduced 1.97%
199,430 $9.2 Billion
Q2 2025

Jul 30, 2025
BUY
$34.67 - $43.21 $7.05 Million - $8.79 Million
203,429 New
203,429 $8.71 Billion

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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