Investment Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History

Investment Advisory Group, LLC

$371 Million
Q4 2025

A detailed history of Investment Advisory Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Investment Advisory Group, LLC holds 41,148 shares of DFIC stock, worth $1.37 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

41,148

Previous 32,072 28.3%

Holding current value

$1.37 Million

Previous $1.05 Million 30.64%

% of portfolio

0.37%

Previous 0.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$32.24 - $33.72 $292,610 - $306,042	9,076 Added 28.3%	41,148 $1.37 Million
Q3 2025 Nov 03, 2025	BUY	$30.76 - $33.01 $225,563 - $242,062	7,333 Added 29.64%	32,072 $1.05 Million
Q2 2025 Jul 25, 2025	BUY	$24.94 - $31.15 $321,850 - $401,990	12,905 Added 109.05%	24,739 $769,000
Q1 2025 Apr 14, 2025	BUY	$25.54 - $28.79 $67,629 - $76,235	2,648 Added 28.83%	11,834 $331,000
Q4 2024 Jan 17, 2025	BUY	$25.61 - $28.0 $1,818 - $1,988	71 Added 0.78%	9,186 $237,000

Q3 2024 Oct 15, 2024	BUY	$25.36 - $28.37 $1,039 - $1,163	41 Added 0.45%	9,115 $256,000
Q2 2024 Jul 31, 2024	BUY	$25.73 - $27.44 $8,285 - $8,835	322 Added 3.68%	9,074 $238,000
Q1 2024 Apr 29, 2024	BUY	$24.62 - $26.83 $215,474 - $234,816	8,752 New	8,752 $234,000

Others Institutions Holding DFIC

# of Institutions

540

Shares Held

289M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

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Investment Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History