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 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
68+ 0.28% |
$2.4K - $2.77K
|
24.5K
$946K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
34+ 0.59% |
$1.2K - $1.39K
|
5.8K
$224K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
33+ 0.36% |
$1.17K - $1.35K
|
9.16K
$354K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
18+ 0.16% |
$636 - $734
|
11.6K
$448K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17+ 0.03% |
$601 - $693
|
64.3K
$2.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
16+ 0.04% |
$565 - $652
|
41.2K
$1.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
11+ 0.02% |
$389 - $448
|
72.1K
$2.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
1+ 0.01% |
$35.3 - $40.8
|
11.1K
$430K
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-3- 0.01% |
$106 - $122
|
27.9K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-73- 0.34% |
$2.58K - $2.98K
|
21.1K
$816K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-104- 1.09% |
$3.67K - $4.24K
|
9.41K
$364K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-122- 2.04% |
$4.31K - $4.97K
|
5.86K
$226K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-181- 0.59% |
$6.39K - $7.38K
|
30.7K
$1.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-200- 1.39% |
$7.07K - $8.15K
|
14.2K
$550K
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-280- 4.73% |
$9.89K - $11.4K
|
5.64K
$218K
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-291- 0.39% |
$10.3K - $11.9K
|
74.3K
$2.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-340- 1.95% |
$12K - $13.9K
|
17.1K
$662K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-368- 0.41% |
$13K - $15K
|
88.9K
$3.43M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-388- 1.94% |
$13.7K - $15.8K
|
19.6K
$757K
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-401- 1.6% |
$14.2K - $16.3K
|
24.6K
$950K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-600- 3.03% |
$21.2K - $24.5K
|
19.2K
$741K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-607- 1.13% |
$21.4K - $24.7K
|
53K
$2.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-658- 0.79% |
$23.2K - $26.8K
|
82.8K
$3.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-782- 1.0% |
$27.6K - $31.9K
|
77.5K
$2.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-982- 10.15% |
$34.7K - $40K
|
8.7K
$336K
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-1K- 0.28% |
$35.3K - $40.8K
|
356K
$13.8M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.21K- 3.97% |
$42.9K - $49.5K
|
29.4K
$1.13M
|
|
|
Apr 07, 2025
Q1 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-1.39K- 0.24% |
$49K - $56.5K
|
588K
$22.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-1.92K- 7.87% |
$67.9K - $78.4K
|
22.5K
$869K
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-1.98K- 1.76% |
$69.8K - $80.5K
|
110K
$4.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-2.11K- 0.79% |
$74.4K - $85.9K
|
265K
$10.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-2.39K- 13.04% |
$84.4K - $97.4K
|
15.9K
$615K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.48K- 8.64% |
$87.4K - $101K
|
26.2K
$1.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-2.53K- 2.52% |
$89.2K - $103K
|
97.5K
$3.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.58K- 0.54% |
$91.2K - $105K
|
473K
$18.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-2.59K- 21.41% |
$91.4K - $105K
|
9.5K
$367K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.61K- 1.99% |
$92.1K - $106K
|
128K
$4.96M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3.15K- 0.78% |
$111K - $128K
|
400K
$15.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-3.21K- 37.74% |
$113K - $131K
|
5.29K
$204K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.29K- 4.18% |
$116K - $134K
|
75.3K
$2.91M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-7.22K- 48.33% |
$255K - $295K
|
7.72K
$298K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-8.05K- 22.35% |
$284K - $328K
|
28K
$1.08M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-8.9K- 27.01% |
$315K - $363K
|
24.1K
$930K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-8.98K- 29.07% |
$317K - $366K
|
21.9K
$846K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-10.1K- 1.31% |
$358K - $413K
|
766K
$29.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13K- 3.95% |
$459K - $530K
|
316K
$12.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-21.6K- 10.42% |
$763K - $881K
|
186K
$7.17M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
SELL
|
- |
-23K- 2.59% |
$812K - $937K
|
865K
$33.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-29.2K- 6.38% |
$1.03M - $1.19M
|
428K
$16.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-29.2K- 2.32% |
$1.03M - $1.19M
|
1.23M
$47.5M
|