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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
41KNew |
$1.42M - $1.57M
|
41K
$1.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2.58K+ 3.47% |
$89.2K - $98.8K
|
76.9K
$3.56M
|
|
|
Oct 03, 2024
Q3 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-800- 10.64% |
$27.7K - $30.7K
|
6.72K
$311K
|
|
| Q2 2024 | |||||||
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
258New |
$9.16K - $9.81K
|
258
$11.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
9.17KNew |
$326K - $349K
|
9.17K
$424K
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.7KNew |
$60.4K - $64.6K
|
1.7K
$78.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
376New |
$13.3K - $14.3K
|
376
$17.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5.77KNew |
$205K - $219K
|
5.77K
$267K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-242- 21.12% |
$8.59K - $9.2K
|
904
$41.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
10.1K+ 2.77% |
$357K - $383K
|
374K
$17.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.09K+ 5.45% |
$38.7K - $41.4K
|
21.1K
$976K
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-1.73K- 14.77% |
$61.5K - $65.9K
|
10K
$463K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
68New |
$2.41K - $2.59K
|
68
$3.15K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-115K- 1.02% |
$4.1M - $4.39M
|
11.2M
$517M
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-695- 13.41% |
$24.7K - $26.4K
|
4.49K
$208K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.05KNew |
$37.1K - $39.7K
|
1.05K
$48.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
776New |
$27.5K - $29.5K
|
776
$35.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$464K - $497K
|
13.1K
$605K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-2.59K- 3.23% |
$91.9K - $98.5K
|
77.7K
$3.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
260New |
$9.23K - $9.89K
|
260
$12K
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-6.78K- 14.21% |
$241K - $258K
|
41K
$1.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
401New |
$14.2K - $15.2K
|
401
$18.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
8.47KNew |
$301K - $322K
|
8.47K
$392K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.1KNew |
$74.6K - $79.8K
|
2.1K
$97.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
11.8KNew |
$419K - $449K
|
11.8K
$546K
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
666New |
$23.6K - $25.3K
|
666
$30.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
309+ 3.55% |
$11K - $11.7K
|
9.01K
$417K
|
|
| Q1 2024 | |||||||
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.05KNew |
$34.8K - $38.6K
|
1.05K
$48.6K
|
|
|
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
$516K
|
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-9K- 13.41% |
$298K - $331K
|
58.1K
$2.69M
|
|
|
May 15, 2024
Q1 2024
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
18.8KNew |
$624K - $691K
|
18.8K
$871K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
313New |
$10.4K - $11.5K
|
313
$14.5K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.25K+ 78.54% |
$274K - $303K
|
18.8K
$868K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
58.2K+ 15.81% |
$1.93M - $2.14M
|
426K
$19.7M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-70.3K- 7.86% |
$2.33M - $2.58M
|
824K
$38.1M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-106- 3.17% |
$3.51K - $3.9K
|
3.24K
$150K
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
150K+ 204.8% |
$4.96M - $5.5M
|
223K
$10.3M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
18.5K+ 1.86% |
$614K - $681K
|
1.02M
$47M
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
5.18K+ 72.22% |
$172K - $190K
|
12.4K
$572K
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
8.24KNew |
$273K - $303K
|
8.24K
$381K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
5.62KNew |
$186K - $206K
|
5.62K
$260K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.4KNew |
$245K - $272K
|
7.4K
$342K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.53KNew |
$50.8K - $56.3K
|
1.53K
$70.9K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.08K- 4.72% |
$35.9K - $39.8K
|
21.9K
$1.01M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.78K- 44.15% |
$58.9K - $65.3K
|
2.25K
$104K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
127+ 488.46% |
$4.21K - $4.67K
|
153
$7.08K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
583+ 4.35% |
$19.3K - $21.4K
|
14K
$647K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
646KNew |
$21.4M - $23.7M
|
646K
$29.9M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
45New |
$1.49K - $1.65K
|
45
$2.08K
|
|