Purchases and Sales Made in Q3 2025 in Dimensional ETF Tr (DFIV)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.01M+ 76.7% |
$256M - $280M
|
13.8M
$662M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.9M+ 603.14% |
$81.3M - $88.6M
|
2.22M
$106M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
698KNew |
$29.8M - $32.5M
|
698K
$33.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
496KNew |
$21.2M - $23.1M
|
496K
$23.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
466K+ 14.73% |
$19.9M - $21.7M
|
3.63M
$174M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
450KNew |
$19.2M - $20.9M
|
450K
$21.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
BUY
|
- |
402K+ 57.21% |
$17.2M - $18.7M
|
1.11M
$52.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
372K+ 37.34% |
$15.9M - $17.3M
|
1.37M
$65.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
296K+ 1353.42% |
$12.6M - $13.8M
|
318K
$15.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
267KNew |
$11.4M - $12.4M
|
267K
$12.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
223KNew |
$9.52M - $10.4M
|
223K
$10.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
194KNew |
$8.27M - $9.02M
|
194K
$9.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
187K+ 31.61% |
$8M - $8.72M
|
780K
$37.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
187K+ 6.76% |
$7.98M - $8.71M
|
2.95M
$141M
|
|
|
Nov 04, 2025
Q3 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
183K+ 114.3% |
$7.79M - $8.5M
|
343K
$16.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
181K+ 42.57% |
$7.74M - $8.44M
|
608K
$29.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
165K+ 33.89% |
$7.05M - $7.69M
|
653K
$31.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
162K+ 5.05% |
$6.92M - $7.54M
|
3.37M
$161M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
158K+ 24.29% |
$6.75M - $7.37M
|
810K
$38.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
148K+ 1071.78% |
$6.32M - $6.89M
|
162K
$7.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
134K+ 7.12% |
$5.7M - $6.21M
|
2.01M
$96.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
118K+ 1631.44% |
$5.01M - $5.47M
|
125K
$5.96M
|
|
|
Oct 31, 2025
Q3 2025
|
Estate Counselors, LLC
|
BUY
|
- |
114KNew |
$4.88M - $5.32M
|
114K
$5.47M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
114K+ 59.09% |
$4.85M - $5.29M
|
306K
$14.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
112KNew |
$4.78M - $5.21M
|
112K
$5.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
96.6K+ 1.12% |
$4.12M - $4.49M
|
8.68M
$415M
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
86.6KNew |
$3.7M - $4.03M
|
86.6K
$4.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
77.2K+ 4.87% |
$3.29M - $3.59M
|
1.66M
$79.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
69.7K+ 4.66% |
$2.97M - $3.24M
|
1.57M
$74.9M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
66.7KNew |
$2.84M - $3.1M
|
66.7K
$3.19M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
58.2K+ 11.11% |
$2.48M - $2.71M
|
582K
$27.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
58.1K+ 4.95% |
$2.48M - $2.7M
|
1.23M
$58.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
57.9KNew |
$2.47M - $2.69M
|
57.9K
$2.77M
|
|
|
Oct 28, 2025
Q3 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
57.6K+ 31.11% |
$2.46M - $2.68M
|
243K
$11.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
55.8K+ 7.52% |
$2.38M - $2.6M
|
797K
$38.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
54.4K+ 76.87% |
$2.32M - $2.53M
|
125K
$5.99M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
52.4K+ 4.02% |
$2.23M - $2.44M
|
1.36M
$64.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
46.7K+ 4.03% |
$1.99M - $2.17M
|
1.21M
$57.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
46.5K+ 199.31% |
$1.98M - $2.16M
|
69.8K
$3.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
46.5K+ 10.2% |
$1.98M - $2.16M
|
502K
$24M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
44.6K+ 31.52% |
$1.9M - $2.07M
|
186K
$8.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
44.1K+ 10.34% |
$1.88M - $2.05M
|
471K
$22.5M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
37.8K+ 1.12% |
$1.61M - $1.76M
|
3.41M
$163M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
37.7KNew |
$1.61M - $1.75M
|
37.7K
$1.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
35.2KNew |
$1.5M - $1.64M
|
35.2K
$1.68M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
32.6K+ 362.71% |
$1.39M - $1.52M
|
41.6K
$1.99M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
31.8KNew |
$1.36M - $1.48M
|
31.8K
$1.52M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
31.3K+ 6.11% |
$1.34M - $1.46M
|
544K
$26M
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
31.1K+ 7.48% |
$1.33M - $1.45M
|
448K
$21.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Compass Financial Group, Inc.
|
BUY
|
- |
30.1K+ 28.13% |
$1.28M - $1.4M
|
137K
$6.55M
|