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 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.1KNew |
$74.6K - $79.8K
|
2.1K
$90.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
8.47KNew |
$301K - $322K
|
8.47K
$367K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
11.8KNew |
$419K - $449K
|
11.8K
$511K
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
666New |
$23.6K - $25.3K
|
666
$28.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
309+ 3.55% |
$11K - $11.7K
|
9.01K
$390K
|
|
| Q1 2024 | |||||||
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.05KNew |
$34.8K - $38.6K
|
1.05K
$45.4K
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-73.2KClosed |
$2.42M - $2.69M
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.2KNew |
$370K - $410K
|
11.2K
$483K
|
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-9K- 13.41% |
$298K - $331K
|
58.1K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-71K- 83.45% |
$2.35M - $2.61M
|
14.1K
$609K
|
|
|
May 15, 2024
Q1 2024
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
18.8KNew |
$624K - $691K
|
18.8K
$814K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
313New |
$10.4K - $11.5K
|
313
$13.5K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-106- 3.17% |
$3.51K - $3.9K
|
3.24K
$140K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-70.3K- 7.86% |
$2.33M - $2.58M
|
824K
$35.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
58.2K+ 15.81% |
$1.93M - $2.14M
|
426K
$18.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.25K+ 78.54% |
$274K - $303K
|
18.8K
$812K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
5.18K+ 72.22% |
$172K - $190K
|
12.4K
$535K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
374New |
$12.4K - $13.7K
|
374
$16.2K
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
8.24KNew |
$273K - $303K
|
8.24K
$357K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
18.5K+ 1.86% |
$614K - $681K
|
1.02M
$44M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
150K+ 204.8% |
$4.96M - $5.5M
|
223K
$9.64M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
5.62KNew |
$186K - $206K
|
5.62K
$243K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.4KNew |
$245K - $272K
|
7.4K
$320K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.53KNew |
$50.8K - $56.3K
|
1.53K
$66.3K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.78K- 44.15% |
$58.9K - $65.3K
|
2.25K
$97.3K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
127+ 488.46% |
$4.21K - $4.67K
|
153
$6.62K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.08K- 4.72% |
$35.9K - $39.8K
|
21.9K
$945K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
6.94KNew |
$230K - $255K
|
6.94K
$300K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
583+ 4.35% |
$19.3K - $21.4K
|
14K
$605K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
646KNew |
$21.4M - $23.7M
|
646K
$28M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
45New |
$1.49K - $1.65K
|
45
$1.95K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-399- 14.76% |
$13.2K - $14.7K
|
2.31K
$99.7K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.6KNew |
$186K - $206K
|
5.6K
$242K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.04K+ 17.11% |
$101K - $112K
|
20.8K
$899K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.2K- 40.46% |
$39.9K - $44.2K
|
1.77K
$76.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
10.6KNew |
$350K - $388K
|
10.6K
$457K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
7.04KNew |
$233K - $259K
|
7.04K
$305K
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
22.7KNew |
$751K - $832K
|
22.7K
$980K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
111New |
$3.68K - $4.08K
|
111
$4.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.12KNew |
$37K - $41K
|
1.12K
$48.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
13.2KNew |
$439K - $486K
|
13.2K
$573K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-370- 0.54% |
$12.3K - $13.6K
|
67.6K
$2.92M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
889+ 9.32% |
$29.5K - $32.7K
|
10.4K
$451K
|
|
| Q4 2023 | |||||||
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
7.62K+ 888.56% |
$235K - $262K
|
8.47K
$367K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
6.27KNew |
$193K - $216K
|
6.27K
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.96KNew |
$246K - $274K
|
7.96K
$344K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-7.1K- 71.0% |
$219K - $245K
|
2.9K
$125K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-600- 41.72% |
$18.5K - $20.7K
|
838
$36.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
6.35KNew |
$196K - $219K
|
6.35K
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
5.9KNew |
$182K - $203K
|
5.9K
$255K
|
|