Modern Wealth Management, LLC Dimensional ETF Tr Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 17,541 shares of DFIV stock, worth $840,389. This represents 0.02% of its overall portfolio holdings.

Number of Shares
17,541
Previous 17,489 0.3%
Holding current value
$840,389
Previous $749,000 107909.08%
% of portfolio
0.02%
Previous 0.0%

Shares

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

Nov 12, 2025
BUY
$42.66 - $46.53 $2,218 - $2,419
52 Added 0.3%
17,541 $809 Million
Q2 2025

Nov 12, 2025
BUY
$34.67 - $43.21 $3,501 - $4,364
101 Added 0.58%
17,489 $749,000
Q2 2025

Aug 14, 2025
BUY
$34.67 - $43.21 $602,841 - $751,335
17,388 New
17,388 $744,000

Others Institutions Holding DFIV

# of Institutions
793
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 Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, 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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email