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 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-399- 14.76% |
$13.2K - $14.7K
|
2.31K
$107K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.6KNew |
$186K - $206K
|
5.6K
$259K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.04K+ 17.11% |
$101K - $112K
|
20.8K
$961K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
7.04KNew |
$233K - $259K
|
7.04K
$326K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
10.6KNew |
$350K - $388K
|
10.6K
$488K
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
22.7KNew |
$751K - $832K
|
22.7K
$1.05M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.12KNew |
$37K - $41K
|
1.12K
$51.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
111New |
$3.68K - $4.08K
|
111
$5.14K
|
|
|
Apr 24, 2024
Q1 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
13.2KNew |
$439K - $486K
|
13.2K
$612K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-370- 0.54% |
$12.3K - $13.6K
|
67.6K
$3.13M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
889+ 9.32% |
$29.5K - $32.7K
|
10.4K
$483K
|
|
| Q4 2023 | |||||||
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
7.62K+ 888.56% |
$235K - $262K
|
8.47K
$392K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
6.27KNew |
$193K - $216K
|
6.27K
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.96KNew |
$246K - $274K
|
7.96K
$368K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-7.1K- 71.0% |
$219K - $245K
|
2.9K
$134K
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
5.9KNew |
$182K - $203K
|
5.9K
$273K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-600- 41.72% |
$18.5K - $20.7K
|
838
$38.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
301New |
$9.29K - $10.4K
|
301
$13.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
SELL
|
- |
-520- 6.67% |
$16K - $17.9K
|
7.27K
$336K
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
6.01KNew |
$185K - $207K
|
6.01K
$278K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.3KNew |
$70.9K - $79.2K
|
2.3K
$106K
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
7KNew |
$216K - $241K
|
7K
$324K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
78+ 0.93% |
$2.41K - $2.69K
|
8.49K
$393K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
695New |
$21.4K - $23.9K
|
695
$32.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
800New |
$24.7K - $27.6K
|
800
$37K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
11.7KNew |
$362K - $404K
|
11.7K
$542K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
303New |
$9.35K - $10.4K
|
303
$14K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-365- 4.94% |
$11.3K - $12.6K
|
7.02K
$325K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-760- 18.59% |
$23.5K - $26.2K
|
3.33K
$154K
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
5.86KNew |
$181K - $202K
|
5.86K
$271K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-269- 1.58% |
$8.3K - $9.27K
|
16.7K
$774K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
229New |
$7.07K - $7.89K
|
229
$10.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
300+ 40.82% |
$9.26K - $10.3K
|
1.04K
$47.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
54New |
$1.67K - $1.86K
|
54
$2.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
160+ 6.96% |
$4.94K - $5.51K
|
2.46K
$114K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.86K- 0.48% |
$57.4K - $64.1K
|
390K
$18M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-3.22K- 5.84% |
$99.4K - $111K
|
52K
$2.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-756- 10.8% |
$23.3K - $26.1K
|
6.24K
$289K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.34KNew |
$257K - $287K
|
8.34K
$386K
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
51K+ 2.26% |
$1.58M - $1.76M
|
2.31M
$107M
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
14.6KNew |
$451K - $503K
|
14.6K
$676K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-6.13K- 22.64% |
$189K - $211K
|
20.9K
$969K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
32.2KNew |
$994K - $1.11M
|
32.2K
$1.49M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.78K+ 79.05% |
$54.8K - $61.2K
|
4.03K
$186K
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1.25MNew |
$38.7M - $43.2M
|
1.25M
$58M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.07KNew |
$34.2K - $36.7K
|
1.07K
$49.3K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-295- 0.57% |
$9.47K - $10.2K
|
51.8K
$2.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.27KNew |
$297K - $319K
|
9.27K
$429K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
186New |
$5.97K - $6.4K
|
186
$8.61K
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-165- 2.18% |
$5.3K - $5.68K
|
7.4K
$343K
|
|