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 |
|---|---|---|---|---|---|---|---|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
19.1K+ 18.51% |
$673K - $777K
|
122K
$5.28M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
453KNew |
$16M - $18.5M
|
453K
$19.6M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
4.11K+ 1.26% |
$145K - $167K
|
330K
$14.3M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
371K+ 119.27% |
$13.1M - $15.1M
|
683K
$29.5M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
9.33K+ 1.1% |
$330K - $381K
|
856K
$37.1M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
132+ 1.58% |
$4.66K - $5.38K
|
8.48K
$367K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
88.6KNew |
$3.13M - $3.61M
|
88.6K
$3.83M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
784+ 11.65% |
$27.7K - $32K
|
7.52K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
148KNew |
$5.21M - $6.02M
|
148K
$6.38M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-144K- 88.75% |
$5.09M - $5.87M
|
18.3K
$790K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.67K- 1.0% |
$58.9K - $68K
|
164K
$7.11M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
15.4K+ 1.31% |
$545K - $628K
|
1.19M
$51.5M
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-140K- 68.38% |
$4.96M - $5.73M
|
65K
$2.81M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
440K+ 82.29% |
$15.6M - $18M
|
976K
$42.2M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.62K+ 3.99% |
$198K - $229K
|
146K
$6.32M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
2.94K+ 7.15% |
$104K - $120K
|
44.1K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.85K- 0.51% |
$65.3K - $75.3K
|
361K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
93.9K+ 296.7% |
$3.32M - $3.83M
|
126K
$5.43M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.7K- 9.85% |
$166K - $192K
|
43.1K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.48KNew |
$193K - $223K
|
5.48K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-600- 0.22% |
$21.2K - $24.5K
|
271K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-350K- 6.19% |
$12.4M - $14.3M
|
5.3M
$229M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-5.72K- 5.92% |
$202K - $233K
|
90.9K
$3.93M
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-3.18K- 8.07% |
$112K - $129K
|
36.2K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
227KNew |
$8.01M - $9.24M
|
227K
$9.81M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
200+ 1.73% |
$7.07K - $8.15K
|
11.7K
$508K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.52KNew |
$53.7K - $62K
|
1.52K
$65.8K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-67K- 18.28% |
$2.37M - $2.73M
|
300K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.41K+ 45.21% |
$227K - $261K
|
20.6K
$891K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
23.1K+ 82.18% |
$815K - $941K
|
51.2K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-11.1K- 20.45% |
$393K - $453K
|
43.2K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
210K+ 21.12% |
$7.42M - $8.56M
|
1.2M
$52.1M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
31.9KNew |
$1.13M - $1.3M
|
31.9K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
43.3K+ 12.69% |
$1.53M - $1.76M
|
384K
$16.6M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
216K+ 4.01% |
$7.62M - $8.79M
|
5.59M
$242M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
40.4KNew |
$1.43M - $1.65M
|
40.4K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-7.63K- 59.95% |
$270K - $311K
|
5.1K
$221K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
22.8K+ 26.34% |
$805K - $928K
|
109K
$4.73M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.2MNew |
$42.4M - $49M
|
1.2M
$52M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
200New |
$7.07K - $8.15K
|
200
$8.65K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-29K- 0.82% |
$1.03M - $1.18M
|
3.52M
$152M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
930K+ 62.97% |
$32.9M - $37.9M
|
2.41M
$104M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.31M+ 7.36% |
$46.2M - $53.4M
|
19.1M
$826M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-8.19K- 7.3% |
$289K - $334K
|
104K
$4.5M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
342K+ 12.83% |
$12.1M - $13.9M
|
3.01M
$130M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
264K+ 186.08% |
$9.34M - $10.8M
|
406K
$17.6M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
544+ 1.25% |
$19.2K - $22.2K
|
44.1K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-9.96K- 3.7% |
$352K - $406K
|
260K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-75.3K- 6.36% |
$2.66M - $3.07M
|
1.11M
$48M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.4KNew |
$367K - $424K
|
10.4K
$450K
|