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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
370New |
$9.51K - $11.3K
|
370
$16K
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
1.53KNew |
$39.3K - $46.8K
|
1.53K
$66.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-94- 1.41% |
$2.42K - $2.87K
|
6.55K
$283K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-13.8K- 27.12% |
$354K - $421K
|
37K
$1.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-4.16K- 64.04% |
$107K - $127K
|
2.34K
$101K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-15.4K- 1.86% |
$395K - $470K
|
812K
$35.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-69- 0.6% |
$1.77K - $2.11K
|
11.4K
$493K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
19.5KNew |
$502K - $597K
|
19.5K
$845K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-152K- 11.03% |
$3.91M - $4.65M
|
1.23M
$53.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-3.47K- 0.27% |
$89.2K - $106K
|
1.27M
$55.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-284- 0.87% |
$7.3K - $8.68K
|
32.3K
$1.4M
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
267+ 3.1% |
$6.86K - $8.16K
|
8.87K
$384K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
852+ 2.47% |
$24.4K - $28.8K
|
35.3K
$1.53M
|
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
191KNew |
$5.48M - $6.47M
|
191K
$8.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-391KClosed |
$11.2M - $13.2M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
14.4KNew |
$414K - $488K
|
14.4K
$625K
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
46.4KNew |
$1.33M - $1.57M
|
46.4K
$2.01M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
148+ 1.3% |
$4.24K - $5.01K
|
11.5K
$498K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3.57KNew |
$102K - $121K
|
3.57K
$154K
|
|
|
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
|
|
|
Aug 02, 2022
Q2 2022
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-6.33KClosed |
$181K - $214K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2+ 0.35% |
$57.3 - $67.7
|
569
$24.6K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
279New |
$8K - $9.44K
|
279
$12.1K
|
|
|
Jul 25, 2022
Q2 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-6.16KClosed |
$177K - $209K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-131KClosed |
$3.76M - $4.44M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-54.1KClosed |
$1.55M - $1.83M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
334New |
$9.57K - $11.3K
|
334
$14.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
70KNew |
$2.01M - $2.37M
|
70K
$3.03M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
43New |
$1.23K - $1.46K
|
43
$1.86K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-3.5KClosed |
$108K - $124K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-436Closed |
$13.4K - $15.5K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.1KClosed |
$188K - $216K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-796- 68.62% |
$24.5K - $28.3K
|
364
$15.8K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.02KClosed |
$32.2K - $34.8K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-644Closed |
$20.4K - $22K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-260Closed |
$8.22K - $8.89K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
7.28KNew |
$230K - $249K
|
7.28K
$315K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.22KNew |
$260K - $281K
|
8.22K
$356K
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
SELL
|
- |
-38.9KClosed |
$1.23M - $1.33M
|
0
$0
|
|
| Q3 2021 | |||||||
|
May 05, 2025
Q3 2021
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-1.25K- 13.24% |
$40.4K - $42.2K
|
8.21K
$355K
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
81New |
$2.61K - $2.73K
|
81
$3.5K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-181- 12.6% |
$5.84K - $6.09K
|
1.26K
$54.3K
|
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
5.14KNew |
$166K - $173K
|
5.14K
$222K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.42KNew |
$45.9K - $47.9K
|
1.42K
$61.6K
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
18.4KNew |
$594K - $619K
|
18.4K
$796K
|
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
9.72KNew |
$314K - $327K
|
9.72K
$421K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
576New |
$18.6K - $19.4K
|
576
$24.9K
|
|