Kelly Financial Group LLC Dimensional ETF Tr Transaction History

Kelly Financial Group LLC

  • $377 Billion
  • Q3 2025

A detailed history of Kelly Financial Group LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Kelly Financial Group LLC holds 99,282 shares of DFIV stock, worth $4.76 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
99,282
Previous 96,365 3.03%
Holding current value
$4.76 Million
Previous $4.13 Billion 10.94%
% of portfolio
1.21%
Previous 1.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$42.66 - $46.53 $124,439 - $135,728
2,917 Added 3.03%
99,282 $4.58 Billion
Q2 2025

Jul 15, 2025
BUY
$34.67 - $43.21 $258,326 - $321,957
7,451 Added 8.38%
96,365 $4.13 Billion
Q1 2025

Apr 16, 2025
SELL
$35.33 - $40.77 $13,001 - $15,003
-368 Reduced 0.41%
88,914 $3.5 Billion
Q4 2024

Feb 06, 2025
BUY
$34.86 - $37.97 $3.11 Million - $3.39 Million
89,282 New
89,282 $3.17 Billion

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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