Tobias Financial Advisors, Inc. Dimensional ETF Tr Transaction History

Tobias Financial Advisors, Inc.

$483 Million
Q4 2024

A detailed history of Tobias Financial Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 340,864 shares of DFIV stock, worth $13.5 Million. This represents 2.5% of its overall portfolio holdings.

Number of Shares

340,864

Previous 296,073 15.13%

Holding current value

$13.5 Million

Previous $11.3 Million 7.24%

% of portfolio

2.5%

Previous 2.32%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$34.86 - $37.97 $1.56 Million - $1.7 Million	44,791 Added 15.13%	340,864 $12.1 Million
Q3 2024 Oct 30, 2024	BUY	$34.66 - $38.38 $538,408 - $596,194	15,534 Added 5.54%	296,073 $11.3 Million
Q2 2024 Aug 13, 2024	BUY	$35.5 - $38.02 $1.27 Million - $1.36 Million	35,794 Added 14.63%	280,539 $10.1 Million
Q1 2024 May 02, 2024	BUY	$33.15 - $36.75 $840,617 - $931,906	25,358 Added 11.56%	244,745 $8.99 Million
Q4 2023 Feb 14, 2024	BUY	$30.86 - $34.46 $887,965 - $991,552	28,774 Added 15.1%	219,387 $7.54 Million
Q3 2023 Nov 03, 2023	BUY	$32.1 - $34.42 $1.94 Million - $2.08 Million	60,362 Added 46.34%	190,613 $6.22 Million
Q2 2023 Aug 03, 2023	BUY	$31.45 - $33.77 $41,608 - $44,677	1,323 Added 1.03%	130,251 $4.28 Million
Q1 2023 Apr 24, 2023	SELL	$30.43 - $33.38 $53,069 - $58,214	-1,744 Reduced 1.33%	128,928 $4.16 Million
Q4 2022 Feb 13, 2023	BUY	$25.88 - $31.1 $1.24 Million - $1.49 Million	47,795 Added 57.67%	130,672 $3.97 Million
Q3 2022 Nov 14, 2022	BUY	$25.71 - $30.57 $268,592 - $319,364	10,447 Added 14.42%	82,877 $2.14 Million
Q2 2022 Aug 12, 2022	BUY	$28.66 - $33.84 $2.08 Million - $2.45 Million	72,430 New	72,430 $2.09 Million

Others Institutions Holding DFIV

# of Institutions

625

Shares Held

214M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Tobias Financial Advisors, Inc. Dimensional ETF Tr Transaction History