Kaufman Rossin Wealth, LLC Dimensional ETF Tr Transaction History

Kaufman Rossin Wealth, LLC

  • $192 Billion
  • Q4 2025

A detailed history of Kaufman Rossin Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Kaufman Rossin Wealth, LLC holds 54,961 shares of DFIV stock, worth $2.63 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares
54,961
Previous 57,122 3.78%
Holding current value
$2.63 Million
Previous $2.63 Billion 4.1%
% of portfolio
1.43%
Previous 1.44%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
SELL
$45.13 - $48.25 $97,525 - $104,268
-2,161 Reduced 3.78%
54,961 $2.74 Billion
Q3 2025

Oct 14, 2025
SELL
$42.66 - $46.53 $115,992 - $126,515
-2,719 Reduced 4.54%
57,122 $2.63 Billion
Q2 2025

Jul 11, 2025
SELL
$34.67 - $43.21 $79,879 - $99,555
-2,304 Reduced 3.71%
59,841 $2.56 Billion
Q1 2025

May 14, 2025
SELL
$35.33 - $40.77 $4,380 - $5,055
-124 Reduced 0.2%
62,145 $2.45 Billion
Q4 2024

Jan 23, 2025
BUY
$34.86 - $37.97 $2.17 Million - $2.36 Million
62,269 New
62,269 $2.21 Billion

Others Institutions Holding DFIV

# of Institutions
794
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
Track This Portfolio

Track Kaufman Rossin Wealth, LLC Portfolio

Follow Kaufman Rossin Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kaufman Rossin Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kaufman Rossin Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email