Kozak & Associates, Inc. Dimensional ETF Tr Transaction History

Kozak & Associates, Inc.

$524 Million
Q3 2025

A detailed history of Kozak & Associates, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Kozak & Associates, Inc. holds 86 shares of DFIV stock, worth $4,120. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$4,120

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 18, 2025	BUY	$42.66 - $46.53 $3,668 - $4,001	86 New	86 $3,000

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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