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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1.5K- 19.45% |
$52.1K - $64.9K
|
6.22K
$269K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-35- 1.19% |
$1.21K - $1.51K
|
2.92K
$126K
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
262+ 0.12% |
$9.08K - $11.3K
|
213K
$9.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.26K+ 3.37% |
$43.6K - $54.4K
|
38.6K
$1.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-271- 0.09% |
$9.4K - $11.7K
|
316K
$13.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-2.3K- 3.71% |
$79.9K - $99.6K
|
59.8K
$2.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-727- 3.11% |
$25.2K - $31.4K
|
22.6K
$980K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
12.6K+ 3.83% |
$437K - $544K
|
341K
$14.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
15+ 0.07% |
$520 - $648
|
20.6K
$890K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
69.4K+ 3.48% |
$2.41M - $3M
|
2.07M
$89.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-477- 0.85% |
$16.5K - $20.6K
|
55.8K
$2.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
153+ 2.64% |
$5.3K - $6.61K
|
5.95K
$257K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
2.35KNew |
$81.3K - $101K
|
2.35K
$102K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
39KNew |
$1.35M - $1.69M
|
39K
$1.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.84K- 14.99% |
$63.7K - $79.4K
|
10.4K
$451K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.75K- 2.24% |
$95.3K - $119K
|
120K
$5.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
493+ 5.24% |
$17.1K - $21.3K
|
9.9K
$429K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-13K- 3.04% |
$452K - $563K
|
415K
$17.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
45KNew |
$1.56M - $1.95M
|
45K
$1.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-10.5K- 1.78% |
$363K - $452K
|
578K
$25M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
4.14K+ 37.81% |
$143K - $179K
|
15.1K
$652K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-775- 1.54% |
$26.9K - $33.5K
|
49.6K
$2.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-220- 1.41% |
$7.63K - $9.51K
|
15.4K
$667K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-359- 2.21% |
$12.4K - $15.5K
|
15.9K
$688K
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-502- 2.93% |
$17.4K - $21.7K
|
16.6K
$720K
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-1.77K- 20.41% |
$61.4K - $76.6K
|
6.91K
$299K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
414K+ 156.21% |
$14.3M - $17.9M
|
679K
$29.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
97+ 0.24% |
$3.36K - $4.19K
|
41.3K
$1.78M
|
|
|
Jul 08, 2025
Q2 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-42.2K- 9.84% |
$1.46M - $1.83M
|
387K
$16.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-20.7K- 1.69% |
$719K - $896K
|
1.21M
$52.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-86.3K- 16.38% |
$2.99M - $3.73M
|
441K
$19.1M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
2.12K+ 16.79% |
$73.6K - $91.7K
|
14.8K
$639K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
342KNew |
$11.9M - $14.8M
|
342K
$14.8M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-1.31K- 50.0% |
$45.6K - $56.8K
|
1.31K
$56.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-3.6K- 14.97% |
$125K - $156K
|
20.5K
$885K
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
200+ 0.14% |
$6.93K - $8.64K
|
139K
$6.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.92K- 1.81% |
$66.4K - $82.7K
|
104K
$4.49M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-4.67K- 2.8% |
$162K - $202K
|
162K
$7.01M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.85K+ 1.53% |
$64.1K - $79.9K
|
123K
$5.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9.66K+ 94.88% |
$335K - $418K
|
19.9K
$859K
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-8.34K- 2.29% |
$289K - $360K
|
356K
$15.4M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
21.2K+ 72.28% |
$736K - $917K
|
50.6K
$2.19M
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-2.08K- 1.88% |
$71.9K - $89.7K
|
108K
$4.69M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
8.12K+ 1.28% |
$281K - $351K
|
644K
$27.8M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
1.53K+ 6.96% |
$53K - $66.1K
|
23.5K
$1.02M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2.48K- 0.62% |
$86.1K - $107K
|
397K
$17.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
39.3K+ 8.3% |
$1.36M - $1.7M
|
513K
$22.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.1K+ 10.31% |
$72.7K - $90.7K
|
22.4K
$971K
|
|
| Q1 2025 | |||||||
|
Jul 08, 2025
Q1 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
15.9K+ 0.87% |
$563K - $649K
|
1.85M
$80.1M
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-2.09K- 1.14% |
$73.8K - $85.2K
|
181K
$7.83M
|
|