Fiduciary Financial Group, LLC Dimensional ETF Tr Transaction History

Fiduciary Financial Group, LLC

$708 Billion
Q4 2025

A detailed history of Fiduciary Financial Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 583,917 shares of DFIV stock, worth $28 Million. This represents 4.12% of its overall portfolio holdings.

Number of Shares

583,917

Previous 544,306 7.28%

Holding current value

$28 Million

Previous $25.1 Billion 16.07%

% of portfolio

4.12%

Previous 3.97%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$45.13 - $48.25 $1.79 Million - $1.91 Million	39,611 Added 7.28%	583,917 $29.1 Billion
Q3 2025 Oct 09, 2025	BUY	$42.66 - $46.53 $1.34 Million - $1.46 Million	31,330 Added 6.11%	544,306 $25.1 Billion
Q2 2025 Jul 02, 2025	BUY	$34.67 - $43.21 $1.36 Million - $1.7 Million	39,298 Added 8.3%	512,976 $22 Billion
Q1 2025 Apr 14, 2025	BUY	$35.33 - $40.77 $1.01 Million - $1.17 Million	28,613 Added 6.43%	473,678 $17.2 Billion
Q4 2024 Jan 13, 2025	SELL	$34.86 - $37.97 $4,078 - $4,442	-117 Reduced 0.03%	445,065 $15.7 Billion

Q3 2024 Oct 09, 2024	BUY	$34.66 - $38.38 $1.43 Million - $1.58 Million	41,255 Added 10.21%	445,182 $16.7 Billion
Q2 2024 Jul 17, 2024	BUY	$35.5 - $38.02 $14.3 Million - $15.4 Million	403,927 New	403,927 $15.1 Billion

Others Institutions Holding DFIV

# of Institutions

795

Shares Held

258M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

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Fiduciary Financial Group, LLC Dimensional ETF Tr Transaction History