Sowell Financial Services LLC Dimensional ETF Tr Transaction History

Sowell Financial Services LLC

  • $2.46 Billion
  • Q3 2025

A detailed history of Sowell Financial Services LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sowell Financial Services LLC holds 6,233 shares of DFIV stock, worth $298,623. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,233
Previous 6,368 2.12%
Holding current value
$298,623
Previous $272,000 5.51%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 17, 2025
SELL
$42.66 - $46.53 $5,759 - $6,281
-135 Reduced 2.12%
6,233 $287,000
Q2 2025

Jul 11, 2025
BUY
$34.67 - $43.21 $589 - $734
17 Added 0.27%
6,368 $272,000
Q1 2025

Apr 17, 2025
BUY
$35.33 - $40.77 $224,380 - $258,930
6,351 New
6,351 $249,000

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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