Family Wealth Partners, LLC Dimensional ETF Tr Transaction History

Family Wealth Partners, LLC

  • $277 Billion
  • Q4 2025

A detailed history of Family Wealth Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Family Wealth Partners, LLC holds 19,051 shares of DFIV stock, worth $912,733. This represents 0.34% of its overall portfolio holdings.

Number of Shares
19,051
Previous 19,028 0.12%
Holding current value
$912,733
Previous $878 Million 8.33%
% of portfolio
0.34%
Previous 0.33%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
BUY
$45.13 - $48.25 $1,037 - $1,109
23 Added 0.12%
19,051 $951 Million
Q3 2025

Nov 12, 2025
BUY
$42.66 - $46.53 $47,395 - $51,694
1,111 Added 6.2%
19,028 $878 Million
Q2 2025

Jul 14, 2025
BUY
$34.67 - $43.21 $621,182 - $774,193
17,917 New
17,917 $767 Million

Others Institutions Holding DFIV

# of Institutions
802
Shares Held
260M
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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