Invst, LLC Dimensional ETF Tr Transaction History

Invst, LLC

  • $772 Million
  • Q2 2025

A detailed history of Invst, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Invst, LLC holds 339,818 shares of DFIV stock, worth $16.3 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares
339,818
Previous 453,247 25.03%
Holding current value
$16.3 Million
Previous $17.8 Million 18.41%
% of portfolio
1.89%
Previous 2.5%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Oct 16, 2025
SELL
$34.67 - $43.21 $3.93 Million - $4.9 Million
-113,429 Reduced 25.03%
339,818 $14.6 Million
Q1 2025

Jun 02, 2025
BUY
$35.33 - $40.77 $16 Million - $18.5 Million
453,247 New
453,247 $17.8 Million
Q2 2024

Aug 16, 2024
BUY
$35.5 - $38.02 $19.8 Million - $21.3 Million
558,972 New
558,972 $20.1 Million
Q3 2023

Nov 21, 2023
BUY
$32.1 - $34.42 $24.5 Million - $26.3 Million
763,837 New
763,837 $24.9 Million

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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