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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-1.4K- 1.82% |
$49.5K - $57.1K
|
75.8K
$3.51M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
5.48KNew |
$194K - $223K
|
5.48K
$254K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.91K- 20.28% |
$67.6K - $78K
|
7.52K
$348K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-550- 73.33% |
$19.4K - $22.4K
|
200
$9.25K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
117KNew |
$4.15M - $4.79M
|
117K
$5.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-80- 1.17% |
$2.83K - $3.26K
|
6.76K
$313K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
53.6KNew |
$1.89M - $2.19M
|
53.6K
$2.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
5.62KNew |
$199K - $229K
|
5.62K
$260K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-587- 1.27% |
$20.7K - $23.9K
|
45.7K
$2.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-134- 2.48% |
$4.73K - $5.46K
|
5.28K
$244K
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
5.57KNew |
$197K - $227K
|
5.57K
$258K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
5.23KNew |
$185K - $213K
|
5.23K
$242K
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
111KNew |
$3.91M - $4.51M
|
111K
$5.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.31KNew |
$187K - $216K
|
5.31K
$246K
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-367- 4.5% |
$13K - $15K
|
7.79K
$360K
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
5.51KNew |
$195K - $224K
|
5.51K
$255K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
11+ 0.02% |
$389 - $448
|
72.1K
$3.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
145New |
$5.12K - $5.91K
|
145
$6.71K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
8.08KNew |
$286K - $330K
|
8.08K
$374K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-982- 10.15% |
$34.7K - $40K
|
8.7K
$402K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-782- 1.0% |
$27.6K - $31.9K
|
77.5K
$3.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-280- 4.73% |
$9.89K - $11.4K
|
5.64K
$261K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-200- 1.39% |
$7.07K - $8.15K
|
14.2K
$658K
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
6.93K+ 33.53% |
$245K - $283K
|
27.6K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-122- 2.04% |
$4.31K - $4.97K
|
5.86K
$271K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-3.21K- 37.74% |
$113K - $131K
|
5.29K
$245K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
15.8KNew |
$559K - $645K
|
15.8K
$732K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
143New |
$5.05K - $5.83K
|
143
$6.62K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
68+ 0.27% |
$2.4K - $2.77K
|
25.5K
$1.18M
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-146K- 9.58% |
$5.08M - $5.54M
|
1.38M
$63.7M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-57.9K- 9.45% |
$2.02M - $2.2M
|
555K
$25.7M
|
|
|
May 01, 2025
Q4 2024
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
18.8KNew |
$654K - $713K
|
18.8K
$869K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
489+ 173.4% |
$17K - $18.6K
|
771
$35.7K
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
20.1KNew |
$700K - $762K
|
20.1K
$929K
|
|
|
Mar 07, 2025
Q4 2024
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
6.98KNew |
$243K - $265K
|
6.98K
$323K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-101- 1.46% |
$3.52K - $3.83K
|
6.84K
$316K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
22.8KNew |
$794K - $865K
|
22.8K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-159- 4.32% |
$5.54K - $6.04K
|
3.52K
$163K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
2.18KNew |
$76.1K - $82.9K
|
2.18K
$101K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.79K+ 205.98% |
$62.4K - $68K
|
2.66K
$123K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
18.7KNew |
$652K - $711K
|
18.7K
$866K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-212- 16.49% |
$7.39K - $8.05K
|
1.07K
$49.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.95K- 0.29% |
$68K - $74.1K
|
670K
$31M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-49- 0.51% |
$1.71K - $1.86K
|
9.58K
$443K
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
5.64KNew |
$197K - $214K
|
5.64K
$261K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
784New |
$27.3K - $29.8K
|
784
$36.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
13+ 0.18% |
$453 - $494
|
7.05K
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
148New |
$5.16K - $5.62K
|
148
$6.85K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
800+ 8.58% |
$27.9K - $30.4K
|
10.1K
$468K
|
|