Destiny Wealth Partners, LLC Dimensional ETF Tr Transaction History

Destiny Wealth Partners, LLC

  • $759 Million
  • Q3 2025

A detailed history of Destiny Wealth Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 186,557 shares of DFIV stock, worth $8.94 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
186,557
Previous 181,981 2.51%
Holding current value
$8.94 Million
Previous $7.79 Million 10.39%
% of portfolio
1.13%
Previous 1.12%

Shares

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

Oct 06, 2025
BUY
$42.66 - $46.53 $195,212 - $212,921
4,576 Added 2.51%
186,557 $8.6 Million
Q2 2025

Jul 16, 2025
SELL
$34.67 - $43.21 $128,591 - $160,265
-3,709 Reduced 2.0%
181,981 $7.79 Million
Q1 2025

Apr 14, 2025
SELL
$35.33 - $40.77 $763,233 - $880,754
-21,603 Reduced 10.42%
185,690 $7.37 Million
Q4 2024

Jan 23, 2025
BUY
$34.86 - $37.97 $206,580 - $225,010
5,926 Added 2.94%
207,293 $7.35 Million
Q3 2024

Oct 15, 2024
BUY
$34.66 - $38.38 $49,910 - $55,267
1,440 Added 0.72%
201,367 $7.67 Million
Q2 2024

Jul 25, 2024
BUY
$35.5 - $38.02 $189,037 - $202,456
5,325 Added 2.74%
199,927 $7.19 Million
Q1 2024

Apr 09, 2024
SELL
$33.15 - $36.75 $860,971 - $954,471
-25,972 Reduced 11.77%
194,602 $7.15 Million
Q4 2023

Jan 19, 2024
BUY
$30.86 - $34.46 $514,127 - $574,103
16,660 Added 8.17%
220,574 $7.58 Million
Q3 2023

Oct 10, 2023
BUY
$32.1 - $34.42 $502,429 - $538,741
15,652 Added 8.31%
203,914 $6.65 Million
Q2 2023

Jul 26, 2023
SELL
$31.45 - $33.77 $6.39 Million - $6.86 Million
-203,146 Reduced 51.9%
188,262 $6.18 Million
Q1 2023

Apr 26, 2023
BUY
$30.43 - $33.38 $968,373 - $1.06 Million
31,823 Added 8.85%
391,408 $12.6 Million
Q4 2022

Jan 26, 2023
BUY
$25.88 - $31.1 $9.31 Million - $11.2 Million
359,585 New
359,585 $0

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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