Jacobi Capital Management LLC Dimensional ETF Tr Transaction History

Jacobi Capital Management LLC

$1.59 Billion
Q3 2025

A detailed history of Jacobi Capital Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Jacobi Capital Management LLC holds 4,774 shares of DFIV stock, worth $228,722. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,774

Holding current value

$228,722

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 07, 2025	BUY	$42.66 - $46.53 $203,658 - $222,134	4,774 New	4,774 $220,000

Others Institutions Holding DFIV

# of Institutions

792

Shares Held

258M

Call Options Held

Put Options Held

Northwestern Mutual Wealth Management CO

26.9M
Shares

$1.29 Billion
0.84% of portfolio
Mercer Global Advisors Inc Denver, CO

20.9M
Shares

$1 Billion
1.65% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

13.8M
Shares

$663 Million
0.39% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$535 Million
4.47% of portfolio
Savant Capital, LLC

8.68M
Shares

$416 Million
2.24% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Jacobi Capital Management LLC Dimensional ETF Tr Transaction History