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 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.96KNew |
$59.7K - $65.5K
|
1.96K
$72.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
52+ 0.36% |
$1.58K - $1.74K
|
14.7K
$545K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.23K+ 2.84% |
$37.3K - $41K
|
44.4K
$1.65M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.57KNew |
$40.7K - $48.9K
|
1.57K
$58.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
33+ 0.4% |
$854 - $1.03K
|
8.34K
$310K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
10.1KNew |
$261K - $313K
|
10.1K
$374K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
35.2KNew |
$911K - $1.09M
|
35.2K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.8KNew |
$46.5K - $55.9K
|
1.8K
$66.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.49K- 8.5% |
$38.6K - $46.3K
|
16K
$596K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
21.7KNew |
$561K - $674K
|
21.7K
$805K
|
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
BUY
|
- |
7.39KNew |
$191K - $230K
|
7.39K
$275K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
42.7K+ 25.87% |
$1.11M - $1.33M
|
208K
$7.72M
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3K+ 26.91% |
$77.6K - $93.3K
|
14.2K
$526K
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
7.12KNew |
$184K - $221K
|
7.12K
$264K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.43K- 51.74% |
$115K - $138K
|
4.13K
$153K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.02KNew |
$26.4K - $31.7K
|
1.02K
$37.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
SELL
|
- |
-134K- 6.43% |
$3.47M - $4.17M
|
1.95M
$72.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
80New |
$2.07K - $2.49K
|
80
$2.97K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
15.9K+ 146.66% |
$410K - $493K
|
26.7K
$991K
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
616New |
$15.9K - $19.2K
|
616
$22.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Verity Wealth Advisors
|
BUY
|
- |
6.77KNew |
$175K - $211K
|
6.77K
$252K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.11KNew |
$28.6K - $34.4K
|
1.11K
$41.1K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
263New |
$6.81K - $8.18K
|
263
$9.77K
|
|
| Q3 2022 | |||||||
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-575Closed |
$14.8K - $17.6K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
40.6K+ 160.68% |
$1.04M - $1.24M
|
65.9K
$2.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-4.94K- 18.57% |
$127K - $151K
|
21.7K
$805K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
11.4KNew |
$292K - $347K
|
11.4K
$422K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
37.1KNew |
$955K - $1.14M
|
37.1K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
370New |
$9.51K - $11.3K
|
370
$13.7K
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
1.53KNew |
$39.3K - $46.8K
|
1.53K
$56.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-94- 1.41% |
$2.42K - $2.87K
|
6.55K
$243K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-13.8K- 27.12% |
$354K - $421K
|
37K
$1.38M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-4.16K- 64.04% |
$107K - $127K
|
2.34K
$86.8K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-15.4K- 1.86% |
$395K - $470K
|
812K
$30.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-69- 0.6% |
$1.77K - $2.11K
|
11.4K
$423K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
19.5KNew |
$502K - $597K
|
19.5K
$725K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-152K- 11.03% |
$3.91M - $4.65M
|
1.23M
$45.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-3.47K- 0.27% |
$89.2K - $106K
|
1.27M
$47.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.45K+ 1541.96% |
$88.8K - $106K
|
3.68K
$137K
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-284- 0.87% |
$7.3K - $8.68K
|
32.3K
$1.2M
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
267+ 3.1% |
$6.86K - $8.16K
|
8.87K
$330K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
191KNew |
$5.48M - $6.47M
|
191K
$7.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
852+ 2.47% |
$24.4K - $28.8K
|
35.3K
$1.31M
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-391KClosed |
$11.2M - $13.2M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
46.4KNew |
$1.33M - $1.57M
|
46.4K
$1.72M
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
14.4KNew |
$414K - $488K
|
14.4K
$536K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3.57KNew |
$102K - $121K
|
3.57K
$133K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
148+ 1.3% |
$4.24K - $5.01K
|
11.5K
$427K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.44KClosed |
$69.9K - $82.6K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-6.3KClosed |
$180K - $213K
|
0
$0
|
|