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 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
493+ 5.24% |
$17.1K - $21.3K
|
9.9K
$474K
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
490+ 1.24% |
$17K - $21.2K
|
40K
$1.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
483+ 4.69% |
$16.7K - $20.9K
|
10.8K
$516K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
453+ 1.53% |
$15.7K - $19.6K
|
30.1K
$1.44M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
452+ 0.41% |
$15.7K - $19.5K
|
110K
$5.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
440+ 1.65% |
$15.3K - $19K
|
27.1K
$1.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
388New |
$13.5K - $16.8K
|
388
$18.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
375+ 6.53% |
$13K - $16.2K
|
6.11K
$293K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
374New |
$13K - $16.2K
|
374
$17.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
368New |
$12.8K - $15.9K
|
368
$17.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
358+ 1.3% |
$12.4K - $15.5K
|
27.9K
$1.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
337+ 0.86% |
$11.7K - $14.6K
|
39.7K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
337+ 1.38% |
$11.7K - $14.6K
|
24.8K
$1.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
334New |
$11.6K - $14.4K
|
334
$16K
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
326+ 0.08% |
$11.3K - $14.1K
|
391K
$18.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
300+ 8.49% |
$10.4K - $13K
|
3.83K
$184K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
285+ 3.63% |
$9.88K - $12.3K
|
8.15K
$390K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
275+ 67.4% |
$9.53K - $11.9K
|
683
$32.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
271+ 0.96% |
$9.4K - $11.7K
|
28.5K
$1.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
262+ 0.12% |
$9.08K - $11.3K
|
213K
$10.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
260New |
$9.01K - $11.2K
|
260
$12.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
255+ 1.48% |
$8.84K - $11K
|
17.5K
$839K
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
234+ 0.84% |
$8.11K - $10.1K
|
28.1K
$1.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
227+ 8.14% |
$7.87K - $9.81K
|
3.02K
$144K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
222New |
$7.7K - $9.59K
|
222
$10.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
220+ 1.15% |
$7.63K - $9.51K
|
19.4K
$929K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
215+ 2.73% |
$7.45K - $9.29K
|
8.08K
$387K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
203+ 0.33% |
$7.04K - $8.77K
|
60.9K
$2.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
200+ 1.7% |
$6.93K - $8.64K
|
11.9K
$572K
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
200+ 0.14% |
$6.93K - $8.64K
|
139K
$6.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
178+ 1.51% |
$6.17K - $7.69K
|
12K
$575K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
162+ 0.61% |
$5.62K - $7K
|
26.5K
$1.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
161+ 0.81% |
$5.58K - $6.96K
|
20K
$957K
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
160+ 1.75% |
$5.55K - $6.91K
|
9.32K
$447K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
153+ 2.64% |
$5.3K - $6.61K
|
5.95K
$285K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
150New |
$5.2K - $6.48K
|
150
$7.19K
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
136+ 0.16% |
$4.72K - $5.88K
|
85.8K
$4.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
110+ 2.75% |
$3.81K - $4.75K
|
4.1K
$197K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
108+ 0.25% |
$3.74K - $4.67K
|
44.2K
$2.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
108+ 1.76% |
$3.74K - $4.67K
|
6.25K
$299K
|
|
|
Nov 12, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
101+ 0.58% |
$3.5K - $4.36K
|
17.5K
$838K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
97+ 0.24% |
$3.36K - $4.19K
|
41.3K
$1.98M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
88+ 1.04% |
$3.05K - $3.8K
|
8.57K
$410K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
86+ 0.1% |
$2.98K - $3.72K
|
85.4K
$4.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
81+ 0.41% |
$2.81K - $3.5K
|
19.8K
$947K
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
80+ 0.85% |
$2.77K - $3.46K
|
9.54K
$457K
|
|
|
Aug 05, 2025
Q2 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
73+ 0.8% |
$2.53K - $3.15K
|
9.22K
$442K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
56+ 1.74% |
$1.94K - $2.42K
|
3.28K
$157K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
52+ 1.77% |
$1.8K - $2.25K
|
3K
$144K
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
52+ 0.28% |
$1.8K - $2.25K
|
18.7K
$895K
|