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 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.57K+ 3.76% |
$124K - $154K
|
98.5K
$4.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-676- 3.0% |
$23.4K - $29.2K
|
21.8K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-27.5K- 2.29% |
$955K - $1.19M
|
1.17M
$54.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-18.1K- 14.82% |
$627K - $781K
|
104K
$4.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
72.7K+ 5.11% |
$2.52M - $3.14M
|
1.5M
$69.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-47.4K- 30.32% |
$1.64M - $2.05M
|
109K
$5.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
1.13K+ 11.89% |
$39.1K - $48.8K
|
10.6K
$492K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-420- 1.78% |
$14.6K - $18.1K
|
23.1K
$1.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-20.1K- 7.64% |
$696K - $867K
|
242K
$11.2M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.25K+ 13.08% |
$43.2K - $53.8K
|
10.8K
$498K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
20.8K+ 148.66% |
$723K - $901K
|
34.9K
$1.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
576+ 4.73% |
$20K - $24.9K
|
12.8K
$590K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.06MNew |
$36.9M - $45.9M
|
1.06M
$49.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
20+ 0.09% |
$693 - $864
|
21.9K
$1.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
7.32K+ 14.97% |
$254K - $316K
|
56.2K
$2.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
12.8K+ 346.66% |
$442K - $551K
|
16.4K
$761K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
7.45K+ 8.38% |
$258K - $322K
|
96.4K
$4.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
19KNew |
$660K - $823K
|
19K
$881K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.56K+ 1.09% |
$54.1K - $67.5K
|
145K
$6.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-146- 0.69% |
$5.06K - $6.31K
|
21K
$971K
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-5.67K- 45.62% |
$197K - $245K
|
6.76K
$313K
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
4.97KNew |
$172K - $215K
|
4.97K
$230K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.86K+ 5.68% |
$238K - $296K
|
127K
$5.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
294K+ 10.1% |
$10.2M - $12.7M
|
3.21M
$149M
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
160+ 1.75% |
$5.55K - $6.91K
|
9.32K
$431K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
39.9K+ 75.22% |
$1.38M - $1.72M
|
92.9K
$4.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-576- 0.35% |
$20K - $24.9K
|
163K
$7.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.18K- 2.9% |
$75.6K - $94.3K
|
73.1K
$3.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
13.6K+ 1.62% |
$473K - $589K
|
853K
$39.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
50.3K+ 4.02% |
$1.75M - $2.18M
|
1.3M
$60.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
63.6K+ 28.66% |
$2.2M - $2.75M
|
285K
$13.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-8.5K- 53.37% |
$295K - $367K
|
7.43K
$344K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
46+ 0.32% |
$1.59K - $1.99K
|
14.5K
$672K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
31+ 0.05% |
$1.07K - $1.34K
|
65K
$3.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
19.7K+ 12.33% |
$682K - $850K
|
179K
$8.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
16.5K+ 8.26% |
$574K - $715K
|
217K
$10M
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-2.24K- 0.85% |
$77.7K - $96.8K
|
262K
$12.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
34.1KNew |
$1.18M - $1.47M
|
34.1K
$1.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-2.5K- 0.7% |
$86.7K - $108K
|
353K
$16.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-63.2K- 1.85% |
$2.19M - $2.73M
|
3.35M
$155M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
388New |
$13.5K - $16.8K
|
388
$18K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
34+ 1.79% |
$1.18K - $1.47K
|
1.94K
$89.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
17.9KNew |
$621K - $774K
|
17.9K
$829K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
368New |
$12.8K - $15.9K
|
368
$17K
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
19.7K+ 13.77% |
$682K - $850K
|
162K
$7.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
958+ 45.47% |
$33.2K - $41.4K
|
3.07K
$142K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-123- 2.26% |
$4.26K - $5.31K
|
5.32K
$246K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
11.6KNew |
$402K - $501K
|
11.6K
$536K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
13.3K+ 1.87% |
$461K - $574K
|
722K
$33.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
13.7K+ 2.9% |
$475K - $592K
|
487K
$22.5M
|