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 |
|---|---|---|---|---|---|---|---|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
452+ 0.41% |
$15.7K - $19.5K
|
110K
$5.08M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
245K+ 530.8% |
$8.48M - $10.6M
|
291K
$13.5M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-106K- 82.77% |
$3.67M - $4.57M
|
22K
$1.02M
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
7.02K+ 22.68% |
$243K - $303K
|
38K
$1.76M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.64K+ 11.03% |
$196K - $244K
|
56.8K
$2.63M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
4.09K+ 25.6% |
$142K - $177K
|
20.1K
$929K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
150New |
$5.2K - $6.48K
|
150
$6.94K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-22.6K- 13.46% |
$783K - $976K
|
145K
$6.72M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
285K+ 11.82% |
$9.87M - $12.3M
|
2.69M
$125M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
289K+ 7.98% |
$10M - $12.5M
|
3.91M
$181M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.7K+ 20.31% |
$1.03M - $1.28M
|
176K
$8.14M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
32.6K+ 7.8% |
$1.13M - $1.41M
|
450K
$20.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
222New |
$7.7K - $9.59K
|
222
$10.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.26K+ 1.94% |
$182K - $227K
|
276K
$12.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12.6KNew |
$438K - $546K
|
12.6K
$585K
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.51K+ 20.05% |
$52.2K - $65.1K
|
9.02K
$417K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-991- 5.27% |
$34.4K - $42.8K
|
17.8K
$825K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
12K+ 9.59% |
$416K - $519K
|
137K
$6.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.81K+ 2.2% |
$202K - $251K
|
270K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
337+ 1.38% |
$11.7K - $14.6K
|
24.8K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.25K- 7.0% |
$43.3K - $53.9K
|
16.6K
$767K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-41.7K- 18.38% |
$1.44M - $1.8M
|
185K
$8.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4.04K+ 4.03% |
$140K - $174K
|
104K
$4.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
770KNew |
$26.7M - $33.3M
|
770K
$35.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
328K+ 33.62% |
$11.4M - $14.2M
|
1.3M
$60.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-2.89K- 3.18% |
$100K - $125K
|
88K
$4.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
25.9K+ 306.3% |
$897K - $1.12M
|
34.3K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
6.31KNew |
$219K - $273K
|
6.31K
$292K
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
739K+ 13.93% |
$25.6M - $31.9M
|
6.04M
$280M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
4.36K+ 4.19% |
$151K - $189K
|
108K
$5.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
21.6K+ 67.78% |
$748K - $933K
|
53.4K
$2.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.2K- 78.68% |
$41.5K - $51.7K
|
324
$15K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
18.2K+ 1.15% |
$630K - $785K
|
1.6M
$74.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
200+ 1.7% |
$6.93K - $8.64K
|
11.9K
$553K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-8.55K- 5.2% |
$296K - $369K
|
156K
$7.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31.5K+ 11.48% |
$1.09M - $1.36M
|
306K
$14.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
16.8KNew |
$584K - $728K
|
16.8K
$779K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
17.4KNew |
$603K - $751K
|
17.4K
$805K
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
326+ 0.08% |
$11.3K - $14.1K
|
391K
$18.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
117K+ 27.78% |
$4.07M - $5.08M
|
540K
$25M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.93K- 6.37% |
$136K - $170K
|
57.8K
$2.67M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-818- 1.9% |
$28.4K - $35.3K
|
42.2K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.86K- 0.84% |
$99.3K - $124K
|
337K
$15.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-770K- 64.11% |
$26.7M - $33.3M
|
431K
$19.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-100K- 41.67% |
$3.47M - $4.32M
|
140K
$6.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
26K+ 75.94% |
$902K - $1.12M
|
60.3K
$2.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-707K- 34.1% |
$24.5M - $30.5M
|
1.37M
$63.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-31.2K- 11.63% |
$1.08M - $1.35M
|
237K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
18New |
$624 - $778
|
18
$833
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
7.24K+ 73.82% |
$251K - $313K
|
17.1K
$789K
|