Partners In Financial Planning Dimensional ETF Tr Transaction History

Partners In Financial Planning

$490 Billion
Q4 2024

A detailed history of Partners In Financial Planning transactions in Dimensional ETF Tr stock. As of the latest transaction made, Partners In Financial Planning holds 9,446 shares of DFIV stock, worth $385,113. This represents 0.07% of its overall portfolio holdings.

Number of Shares

9,446

Holding current value

$385,113

% of portfolio

0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$34.86 - $37.97 $329,287 - $358,664	9,446 New	9,446 $335 Million
Q3 2024 Feb 26, 2025	BUY	$34.66 - $38.38 $970 - $1,074	28 Added 0.3%	9,405 $358 Million
Q2 2024 Feb 26, 2025	BUY	$35.5 - $38.02 $3,053 - $3,269	86 Added 0.93%	9,377 $337 Million
Q1 2024 Feb 26, 2025	BUY	$33.15 - $36.75 $60,797 - $67,399	1,834 Added 24.59%	9,291 $341 Million
Q4 2023 Feb 26, 2025	BUY	$30.86 - $34.46 $1,419 - $1,585	46 Added 0.62%	7,457 $256 Million
Q3 2023 Mar 04, 2025	SELL	$32.1 - $34.42 $64,649 - $69,321	-2,014 Reduced 21.32%	7,432 $242 Million
Q2 2023 Feb 26, 2025	SELL	$31.45 - $33.77 $15,787 - $16,952	-502 Reduced 6.34%	7,411 $243 Million
Q1 2023 Feb 26, 2025	SELL	$30.43 - $33.38 $46,649 - $51,171	-1,533 Reduced 16.23%	7,913 $255 Million

Others Institutions Holding DFIV

# of Institutions

628

Shares Held

214M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

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Partners In Financial Planning Dimensional ETF Tr Transaction History