Latest Institutional Transactions on Dimensional ETF Tr (DFIV)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr (DFIV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
312+ 1.15% |
$11K - $12.7K
|
27.3K
$1.1M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.67K- 2.74% |
$59.1K - $68.2K
|
59.2K
$2.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-337- 0.48% |
$11.9K - $13.7K
|
69.4K
$2.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
5.5K+ 5.49% |
$194K - $224K
|
106K
$4.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
3.55K+ 3.93% |
$125K - $145K
|
93.8K
$3.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
16+ 0.17% |
$565 - $652
|
9.46K
$382K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2.34K+ 0.46% |
$82.7K - $95.5K
|
507K
$20.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-209- 0.22% |
$7.38K - $8.52K
|
92.8K
$3.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
42.5KNew |
$1.5M - $1.73M
|
42.5K
$1.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
459New |
$16.2K - $18.7K
|
459
$18.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.27% |
$35.3 - $40.8
|
374
$15.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-550- 73.33% |
$19.4K - $22.4K
|
200
$8.08K
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
2.77K+ 1.25% |
$97.9K - $113K
|
225K
$9.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-426K- 11.78% |
$15.1M - $17.4M
|
3.19M
$129M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
10+ 0.35% |
$353 - $408
|
2.87K
$116K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
594+ 0.99% |
$21K - $24.2K
|
60.7K
$2.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.66K+ 26.05% |
$165K - $190K
|
22.5K
$910K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-30.8K- 1.78% |
$1.09M - $1.26M
|
1.7M
$68.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-909- 3.67% |
$32.1K - $37.1K
|
23.9K
$964K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
9.23K+ 117.81% |
$326K - $376K
|
17.1K
$689K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
38.5K+ 20.26% |
$1.36M - $1.57M
|
228K
$9.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
600+ 4.14% |
$21.2K - $24.5K
|
15.1K
$609K
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
3.85K+ 3.89% |
$136K - $157K
|
103K
$4.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
84.7KNew |
$2.99M - $3.45M
|
84.7K
$3.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.74K+ 10.47% |
$61.4K - $70.9K
|
18.4K
$741K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.41K+ 0.91% |
$227K - $261K
|
709K
$28.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
149+ 0.25% |
$5.26K - $6.07K
|
60K
$2.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-80- 1.17% |
$2.83K - $3.26K
|
6.76K
$273K
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-1.47K- 2.83% |
$51.8K - $59.8K
|
50.3K
$2.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
6.27KNew |
$222K - $256K
|
6.27K
$253K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
53.6KNew |
$1.89M - $2.19M
|
53.6K
$2.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
5.62KNew |
$199K - $229K
|
5.62K
$227K
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
26+ 0.03% |
$919 - $1.06K
|
76.5K
$3.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-434K- 2.12% |
$15.3M - $17.7M
|
20M
$809M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
43.7KNew |
$1.54M - $1.78M
|
43.7K
$1.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
117KNew |
$4.15M - $4.79M
|
117K
$4.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-587- 1.27% |
$20.7K - $23.9K
|
45.7K
$1.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
15.8K+ 5.14% |
$559K - $646K
|
324K
$13.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-376- 6.05% |
$13.3K - $15.3K
|
5.84K
$236K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-134- 2.48% |
$4.73K - $5.46K
|
5.28K
$213K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
2.72K+ 3.49% |
$96.2K - $111K
|
80.7K
$3.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$106 - $122
|
6.91K
$279K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
635+ 3.77% |
$22.4K - $25.9K
|
17.5K
$707K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-124K- 76.9% |
$4.39M - $5.07M
|
37.3K
$1.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-272- 0.91% |
$9.61K - $11.1K
|
29.6K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.35K+ 5.69% |
$118K - $136K
|
62.2K
$2.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
33.3K+ 11.79% |
$1.18M - $1.36M
|
315K
$12.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-2.49K- 1.12% |
$88.1K - $102K
|
221K
$8.91M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
400+ 1.86% |
$14.1K - $16.3K
|
21.9K
$886K
|