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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-39.1K- 33.09% |
$1.36M - $1.69M
|
79.1K
$3.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
244K+ 7.53% |
$8.46M - $10.5M
|
3.49M
$161M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
81+ 0.41% |
$2.81K - $3.5K
|
19.8K
$914K
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
939+ 1.63% |
$32.6K - $40.6K
|
58.4K
$2.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
53.8K+ 20.83% |
$1.86M - $2.32M
|
312K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
5.77K+ 20.42% |
$200K - $249K
|
34K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
615New |
$21.3K - $26.6K
|
615
$28.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
1.7K+ 15.94% |
$58.8K - $73.2K
|
12.3K
$570K
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
4.88KNew |
$169K - $211K
|
4.88K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 0.5% |
$44K - $54.8K
|
255K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
554K+ 18.44% |
$19.2M - $24M
|
3.56M
$165M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
820K+ 4.3% |
$28.4M - $35.4M
|
19.9M
$922M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-5.95K- 0.5% |
$206K - $257K
|
1.18M
$54.8M
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
662+ 60.79% |
$23K - $28.6K
|
1.75K
$81K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4.99KNew |
$173K - $216K
|
4.99K
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
179K+ 193.06% |
$6.22M - $7.75M
|
272K
$12.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
39.9K+ 36.5% |
$1.38M - $1.72M
|
149K
$6.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.06K+ 0.41% |
$36.9K - $45.9K
|
261K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-8.56M- 97.67% |
$297M - $370M
|
205K
$9.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
108+ 0.25% |
$3.74K - $4.67K
|
44.2K
$2.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
135K+ 33.28% |
$4.69M - $5.84M
|
542K
$25.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39.7K- 3.3% |
$1.38M - $1.71M
|
1.16M
$53.9M
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
SELL
|
- |
-40.1K- 14.87% |
$1.39M - $1.73M
|
230K
$10.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
109K+ 4.11% |
$3.78M - $4.72M
|
2.77M
$128M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-12- 0.02% |
$416 - $519
|
59.2K
$2.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.78K+ 0.9% |
$200K - $250K
|
647K
$30M
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-6.01K- 11.44% |
$208K - $260K
|
46.5K
$2.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14.5K+ 13.99% |
$502K - $626K
|
118K
$5.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
523+ 4.74% |
$18.1K - $22.6K
|
11.6K
$535K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3+ 1.51% |
$104 - $130
|
202
$9.35K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
315K+ 46.11% |
$10.9M - $13.6M
|
997K
$46.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
542New |
$18.8K - $23.4K
|
542
$25.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.2M+ 1676.59% |
$806M - $1B
|
24.6M
$1.14B
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-5.14K- 12.49% |
$178K - $222K
|
36K
$1.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
374New |
$13K - $16.2K
|
374
$17.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
5.51KNew |
$191K - $238K
|
5.51K
$255K
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
42.5K+ 11.05% |
$1.47M - $1.83M
|
427K
$19.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14KNew |
$485K - $604K
|
14K
$647K
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-6.52K- 5.47% |
$226K - $282K
|
113K
$5.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.24K- 6.18% |
$42.8K - $53.4K
|
18.7K
$867K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-699- 1.95% |
$24.2K - $30.2K
|
35.2K
$1.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.46K+ 49.57% |
$85.2K - $106K
|
7.42K
$343K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
271+ 0.96% |
$9.4K - $11.7K
|
28.5K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
698+ 8.32% |
$24.2K - $30.2K
|
9.09K
$420K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.37K+ 10.88% |
$47.6K - $59.4K
|
14K
$648K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.42K+ 5.79% |
$292K - $364K
|
154K
$7.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-51.2K- 45.55% |
$1.78M - $2.21M
|
61.2K
$2.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-175- 2.43% |
$6.07K - $7.56K
|
7.04K
$326K
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
34+ 0.5% |
$1.18K - $1.47K
|
6.85K
$317K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
117K+ 70.45% |
$4.07M - $5.07M
|
284K
$13.1M
|