Purchases and Sales Made in Q2 2025 in Dimensional ETF Tr (DFIV)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.06MNew |
$36.9M - $45.9M
|
1.06M
$46.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
414K+ 156.21% |
$14.3M - $17.9M
|
679K
$29.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
342KNew |
$11.9M - $14.8M
|
342K
$14.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
296K+ 129.55% |
$10.3M - $12.8M
|
524K
$22.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
294K+ 10.1% |
$10.2M - $12.7M
|
3.21M
$139M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
232K+ 119.26% |
$8.04M - $10M
|
426K
$18.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
150K+ 350.41% |
$5.19M - $6.46M
|
192K
$8.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
149K+ 29.57% |
$5.16M - $6.43M
|
652K
$28.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
106KNew |
$3.68M - $4.58M
|
106K
$4.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
72.7K+ 5.11% |
$2.52M - $3.14M
|
1.5M
$65M
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
72KNew |
$2.5M - $3.11M
|
72K
$3.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
71.7K+ 4.74% |
$2.48M - $3.1M
|
1.58M
$68.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
70.2KNew |
$2.43M - $3.03M
|
70.2K
$3.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
69.4K+ 3.48% |
$2.41M - $3M
|
2.07M
$89.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
63.6K+ 28.66% |
$2.2M - $2.75M
|
285K
$12.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
51.7K+ 4.67% |
$1.79M - $2.24M
|
1.16M
$50.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
50.3K+ 4.02% |
$1.75M - $2.18M
|
1.3M
$56.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
46.3K+ 11.3% |
$1.6M - $2M
|
456K
$19.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
45KNew |
$1.56M - $1.95M
|
45K
$1.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
44.7K+ 15.61% |
$1.55M - $1.93M
|
331K
$14.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
41.1K+ 45.95% |
$1.42M - $1.77M
|
130K
$5.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
39.9K+ 75.22% |
$1.38M - $1.72M
|
92.9K
$4.04M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
39.3K+ 8.3% |
$1.36M - $1.7M
|
513K
$22.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
39KNew |
$1.35M - $1.69M
|
39K
$1.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
37.9K+ 291.94% |
$1.32M - $1.64M
|
50.9K
$2.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
37.6K+ 25.46% |
$1.3M - $1.62M
|
185K
$8.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
37.6K+ 515.41% |
$1.3M - $1.62M
|
44.9K
$1.95M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
37.3K+ 142.73% |
$1.29M - $1.61M
|
63.5K
$2.76M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
34.1KNew |
$1.18M - $1.47M
|
34.1K
$1.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
21.9K+ 2.64% |
$761K - $948K
|
854K
$37.1M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
21.2K+ 72.28% |
$736K - $917K
|
50.6K
$2.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
20.8K+ 148.66% |
$723K - $901K
|
34.9K
$1.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
19.9K+ 4.26% |
$691K - $861K
|
487K
$21.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
19.7K+ 12.33% |
$682K - $850K
|
179K
$7.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
19.7K+ 13.77% |
$682K - $850K
|
162K
$7.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
19KNew |
$660K - $823K
|
19K
$827K
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
17.9KNew |
$621K - $774K
|
17.9K
$778K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
16.5K+ 8.26% |
$574K - $715K
|
217K
$9.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
16.3K+ 22.18% |
$564K - $703K
|
89.7K
$3.89M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
16K+ 219.29% |
$556K - $692K
|
23.3K
$1.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
15.8K+ 1.95% |
$548K - $683K
|
827K
$35.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
13.7K+ 2.9% |
$475K - $592K
|
487K
$21.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
13.6K+ 1.62% |
$473K - $589K
|
853K
$37M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
13.3K+ 1.87% |
$461K - $574K
|
722K
$31.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
13.2K+ 3.44% |
$458K - $571K
|
398K
$17.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
13K+ 101.26% |
$452K - $563K
|
25.9K
$1.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
12.8K+ 346.66% |
$442K - $551K
|
16.4K
$714K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
12.6K+ 3.83% |
$437K - $544K
|
341K
$14.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
11.7K+ 16.17% |
$404K - $504K
|
83.8K
$3.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
11.6KNew |
$402K - $501K
|
11.6K
$504K
|