Clearstead Advisors, LLC Dimensional ETF Tr Transaction History

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025

A detailed history of Clearstead Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Clearstead Advisors, LLC holds 2,543 shares of DFIV stock, worth $121,835. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,543
Previous 3,636 30.06%
Holding current value
$121,835
Previous $155,000 24.52%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 10, 2025
SELL
$42.66 - $46.53 $46,627 - $50,857
-1,093 Reduced 30.06%
2,543 $117,000
Q1 2025

May 13, 2025
SELL
$35.33 - $40.77 $189,015 - $218,119
-5,350 Reduced 59.54%
3,636 $143,000
Q1 2024

May 14, 2024
SELL
$33.15 - $36.75 $97,162 - $107,714
-2,931 Reduced 24.6%
8,986 $330,000
Q4 2023

Feb 12, 2024
BUY
$30.86 - $34.46 $367,758 - $410,659
11,917 New
11,917 $409,000

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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