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 08, 2025
Q2 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-42.2K- 9.84% |
$1.46M - $1.83M
|
387K
$18.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-47.4K- 30.32% |
$1.64M - $2.05M
|
109K
$5.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-51.2K- 45.55% |
$1.78M - $2.21M
|
61.2K
$2.93M
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-51.8K- 14.53% |
$1.8M - $2.24M
|
305K
$14.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-61.4K- 19.85% |
$2.13M - $2.65M
|
248K
$11.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-63.2K- 1.85% |
$2.19M - $2.73M
|
3.35M
$160M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-65.3K- 9.91% |
$2.26M - $2.82M
|
593K
$28.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-86.3K- 16.38% |
$2.99M - $3.73M
|
441K
$21.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-100K- 41.67% |
$3.47M - $4.32M
|
140K
$6.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-105K- 6.47% |
$3.63M - $4.53M
|
1.52M
$72.5M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-106K- 82.77% |
$3.67M - $4.57M
|
22K
$1.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-109K- 14.28% |
$3.79M - $4.73M
|
657K
$31.4M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-113K- 25.03% |
$3.93M - $4.9M
|
340K
$16.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-146K- 75.94% |
$5.05M - $6.29M
|
46.1K
$2.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-707K- 34.1% |
$24.5M - $30.5M
|
1.37M
$65.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-770K- 64.11% |
$26.7M - $33.3M
|
431K
$20.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-8.56M- 97.67% |
$297M - $370M
|
205K
$9.79M
|