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 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
69.2K+ 23.8% |
$2.95M - $3.22M
|
360K
$17.2M
|
|
|
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 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
60.8K+ 21.43% |
$2.59M - $2.83M
|
345K
$16.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
58.2K+ 11.11% |
$2.48M - $2.71M
|
582K
$27.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
58.1K+ 4.95% |
$2.48M - $2.7M
|
1.23M
$59M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
58.1K+ 18.98% |
$2.48M - $2.7M
|
364K
$17.4M
|
|
|
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
$38.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
54.4K+ 76.87% |
$2.32M - $2.53M
|
125K
$6M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
52.4K+ 4.02% |
$2.23M - $2.44M
|
1.36M
$65M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
46.7K+ 4.03% |
$1.99M - $2.17M
|
1.21M
$57.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
46.5K+ 199.31% |
$1.98M - $2.16M
|
69.8K
$3.35M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
46.5K+ 10.2% |
$1.98M - $2.16M
|
502K
$24.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
44.6K+ 31.52% |
$1.9M - $2.07M
|
186K
$8.91M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
44.1K+ 10.34% |
$1.88M - $2.05M
|
471K
$22.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
39.1KNew |
$1.67M - $1.82M
|
39.1K
$1.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
38.3KNew |
$1.64M - $1.78M
|
38.3K
$1.84M
|
|
|
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
$1.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
37.4K+ 13.74% |
$1.6M - $1.74M
|
310K
$14.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
35.2KNew |
$1.5M - $1.64M
|
35.2K
$1.69M
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
32.1K+ 33.05% |
$1.37M - $1.5M
|
129K
$6.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
31.8KNew |
$1.36M - $1.48M
|
31.8K
$1.53M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
31.3K+ 6.11% |
$1.34M - $1.46M
|
544K
$26.1M
|
|
|
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
$6.56M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
29.9K+ 13.01% |
$1.27M - $1.39M
|
259K
$12.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
29.6K+ 4.35% |
$1.26M - $1.38M
|
708K
$33.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
28.4K+ 6.85% |
$1.21M - $1.32M
|
443K
$21.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
28.4K+ 3.33% |
$1.21M - $1.32M
|
881K
$42.2M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
28.2KNew |
$1.21M - $1.31M
|
28.2K
$1.35M
|
|
|
Nov 06, 2025
Q3 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
28.1K+ 2.56% |
$1.2M - $1.31M
|
1.13M
$53.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
28.1K+ 46.58% |
$1.2M - $1.31M
|
88.3K
$4.23M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
28K+ 1.35% |
$1.19M - $1.3M
|
2.09M
$100M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
27.9K+ 52.12% |
$1.19M - $1.3M
|
81.3K
$3.89M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
27.3K+ 189.2% |
$1.17M - $1.27M
|
41.8K
$2M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
26.9K+ 5.52% |
$1.15M - $1.25M
|
514K
$24.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
26.8K+ 11.36% |
$1.14M - $1.25M
|
263K
$12.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
26.3K+ 77.26% |
$1.12M - $1.22M
|
60.4K
$2.89M
|
|
|
Oct 21, 2025
Q3 2025
|
In Track Investment Management Inc
|
BUY
|
- |
25.3K+ 35.08% |
$1.08M - $1.18M
|
97.3K
$4.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.9K+ 7.79% |
$1.06M - $1.16M
|
344K
$16.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.8K+ 10.04% |
$1.06M - $1.15M
|
271K
$13M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
24.4K+ 11.32% |
$1.04M - $1.14M
|
240K
$11.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Vera Bank, N.A.
|
BUY
|
- |
24.3K+ 13.17% |
$1.04M - $1.13M
|
209K
$10M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
22.5K+ 113.83% |
$960K - $1.05M
|
42.3K
$2.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
22.5K+ 14.64% |
$960K - $1.05M
|
176K
$8.44M
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
22.3K+ 49.55% |
$952K - $1.04M
|
67.3K
$3.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22K+ 7.04% |
$937K - $1.02M
|
334K
$16M
|