Poinciana Advisors Group, LLC Dimensional ETF Tr Transaction History

Poinciana Advisors Group, LLC

  • $118 Billion
  • Q3 2025

A detailed history of Poinciana Advisors Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Poinciana Advisors Group, LLC holds 89,810 shares of DFIV stock, worth $4.3 Million. This represents 3.5% of its overall portfolio holdings.

Number of Shares
89,810
Previous 91,476 1.82%
Holding current value
$4.3 Million
Previous $3.92 Billion 5.72%
% of portfolio
3.5%
Previous 3.53%

Shares

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

Oct 31, 2025
SELL
$42.66 - $46.53 $71,071 - $77,518
-1,666 Reduced 1.82%
89,810 $4.14 Billion
Q2 2025

Jul 17, 2025
SELL
$34.67 - $43.21 $44,897 - $55,956
-1,295 Reduced 1.4%
91,476 $3.92 Billion
Q1 2025

Apr 30, 2025
SELL
$35.33 - $40.77 $7,383 - $8,520
-209 Reduced 0.22%
92,771 $3.65 Billion
Q4 2024

Feb 10, 2025
BUY
$34.86 - $37.97 $3.24 Million - $3.53 Million
92,980 New
92,980 $3.3 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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