Investment Advisory Group, LLC Dimensional ETF Tr Core Fxd In Transaction History

Investment Advisory Group, LLC

$355 Million
Q3 2025

A detailed history of Investment Advisory Group, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Investment Advisory Group, LLC holds 25,628 shares of DFCF stock, worth $1.09 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

25,628

Previous 22,303 14.91%

Holding current value

$1.09 Million

Previous $942,000 16.24%

% of portfolio

0.31%

Previous 0.29%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$41.8 - $43.15 $138,985 - $143,473	3,325 Added 14.91%	25,628 $1.1 Million
Q2 2025 Jul 25, 2025	BUY	$41.1 - $42.37 $7,685 - $7,923	187 Added 0.85%	22,303 $942,000
Q1 2025 Apr 14, 2025	BUY	$40.79 - $42.32 $611 - $634	15 Added 0.07%	22,116 $928,000
Q4 2024 Jan 17, 2025	SELL	$41.17 - $43.34 $8,439 - $8,884	-205 Reduced 0.92%	22,101 $914,000
Q3 2024 Oct 15, 2024	BUY	$41.34 - $43.55 $222,326 - $234,211	5,378 Added 31.77%	22,306 $963,000

Q2 2024 Jul 31, 2024	BUY	$40.79 - $41.97 $4,568 - $4,700	112 Added 0.67%	16,928 $703,000
Q1 2024 Apr 29, 2024	BUY	$41.54 - $42.6 $158,101 - $162,135	3,806 Added 29.25%	16,816 $705,000
Q4 2023 Jan 30, 2024	BUY	$39.52 - $42.54 $514,155 - $553,445	13,010 New	13,010 $551,000

Others Institutions Holding DFCF

# of Institutions

441

Shares Held

138M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
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Investment Advisory Group, LLC Dimensional ETF Tr Core Fxd In Transaction History