Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr (DFIV)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV) during Q1 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
127K+ 187.95% |
$4.48M - $5.17M
|
194K
$7.51M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
34.2K+ 9.11% |
$1.21M - $1.39M
|
410K
$15.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
34.1K+ 4.24% |
$1.21M - $1.39M
|
839K
$32.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
33.8K+ 13.54% |
$1.2M - $1.38M
|
284K
$11M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
28.6K+ 6.43% |
$1.01M - $1.17M
|
474K
$18.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
26.9K+ 190.51% |
$950K - $1.1M
|
41K
$1.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
26K+ 7.47% |
$920K - $1.06M
|
375K
$14.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
21.7K+ 21.58% |
$768K - $886K
|
123K
$4.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
21.1K+ 6.83% |
$746K - $861K
|
330K
$12.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
20.6KNew |
$726K - $838K
|
20.6K
$794K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
20.4KNew |
$719K - $830K
|
20.4K
$786K
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
19.4K+ 3.24% |
$687K - $793K
|
620K
$24M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
15.8KNew |
$559K - $645K
|
15.8K
$611K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.7K+ 0.54% |
$378K - $436K
|
2M
$77.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
9.48KNew |
$335K - $387K
|
9.48K
$366K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
8.8K+ 634.39% |
$311K - $359K
|
10.2K
$393K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
8.19K+ 3.19% |
$289K - $334K
|
265K
$10.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
8.08KNew |
$286K - $330K
|
8.08K
$312K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
7.31KNew |
$258K - $298K
|
7.31K
$282K
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
6.93K+ 33.53% |
$245K - $283K
|
27.6K
$1.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.35KNew |
$224K - $259K
|
6.35K
$245K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.97KNew |
$211K - $243K
|
5.97K
$231K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
5.66K+ 13.81% |
$200K - $231K
|
46.7K
$1.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
5.51KNew |
$195K - $224K
|
5.51K
$213K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.44KNew |
$192K - $222K
|
5.44K
$210K
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
4.67K+ 3.76% |
$165K - $191K
|
129K
$4.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.56K+ 54.94% |
$161K - $186K
|
12.9K
$497K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
4.09K+ 3.09% |
$144K - $167K
|
137K
$5.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3.68KNew |
$130K - $150K
|
3.68K
$142K
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
3.46K+ 0.96% |
$122K - $141K
|
364K
$14.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
3.15K+ 0.68% |
$111K - $128K
|
467K
$18M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.66K+ 1.62% |
$93.9K - $108K
|
167K
$6.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.56K+ 10.86% |
$90.5K - $104K
|
26.1K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.53K+ 9.22% |
$89.3K - $103K
|
30K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.06K+ 3.23% |
$72.6K - $83.8K
|
65.7K
$2.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.89K+ 18.19% |
$66.6K - $76.9K
|
12.3K
$473K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.74K+ 22.43% |
$61.6K - $71.1K
|
9.52K
$368K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.52K+ 6.42% |
$53.6K - $61.9K
|
25.2K
$972K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.45K+ 7.91% |
$51.3K - $59.2K
|
19.8K
$765K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.45K+ 24.89% |
$51.1K - $58.9K
|
7.25K
$280K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
1.26K+ 147.88% |
$44.4K - $51.2K
|
2.11K
$81.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
905+ 5.9% |
$32K - $36.9K
|
16.3K
$628K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
602+ 5.0% |
$21.3K - $24.5K
|
12.6K
$488K
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
371+ 0.27% |
$13.1K - $15.1K
|
139K
$5.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
324+ 3.05% |
$11.4K - $13.2K
|
10.9K
$423K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
268+ 1.14% |
$9.47K - $10.9K
|
23.7K
$917K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
198+ 0.85% |
$7K - $8.07K
|
23.4K
$903K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
145New |
$5.12K - $5.91K
|
145
$5.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
143New |
$5.05K - $5.83K
|
143
$5.52K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
68+ 0.27% |
$2.4K - $2.77K
|
25.5K
$984K
|