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 15, 2025
Q1 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.12K+ 2.59% |
$39.6K - $45.7K
|
44.4K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
17+ 0.09% |
$601 - $693
|
19.7K
$851K
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
26.2KNew |
$924K - $1.07M
|
26.2K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
30+ 0.36% |
$1.06K - $1.22K
|
8.45K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
192K+ 7.05% |
$6.78M - $7.83M
|
2.92M
$126M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18.2K+ 5.27% |
$643K - $742K
|
364K
$15.7M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
268KNew |
$9.47M - $10.9M
|
268K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
617K+ 20.52% |
$21.8M - $25.2M
|
3.62M
$157M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-88- 1.03% |
$3.11K - $3.59K
|
8.46K
$366K
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
270KNew |
$9.53M - $11M
|
270K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
289K+ 26.33% |
$10.2M - $11.8M
|
1.39M
$60M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25KNew |
$884K - $1.02M
|
25K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.12K+ 7.67% |
$39.5K - $45.6K
|
15.7K
$680K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.53K+ 9.4% |
$54.2K - $62.5K
|
17.8K
$772K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
409K+ 118.53% |
$14.4M - $16.7M
|
754K
$32.6M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.87K+ 7.08% |
$66K - $76.2K
|
28.2K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
6.36K+ 1.52% |
$225K - $259K
|
424K
$18.4M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.1K+ 115.91% |
$357K - $412K
|
18.8K
$814K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
7.54K+ 22.66% |
$266K - $307K
|
40.8K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-11.4K- 36.28% |
$402K - $464K
|
20K
$864K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-4K- 31.61% |
$141K - $163K
|
8.65K
$374K
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
11.9K+ 23.55% |
$422K - $487K
|
62.7K
$2.71M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
9.98KNew |
$353K - $407K
|
9.98K
$432K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-23- 0.01% |
$813 - $938
|
248K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
8.95KNew |
$316K - $365K
|
8.95K
$387K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
112K+ 203.14% |
$3.94M - $4.55M
|
167K
$7.2M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.35K+ 5.41% |
$47.8K - $55.1K
|
26.3K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-34.2K- 11.69% |
$1.21M - $1.39M
|
258K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
11KNew |
$390K - $450K
|
11K
$478K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.04K- 43.82% |
$143K - $165K
|
5.17K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11.1K+ 6.8% |
$392K - $452K
|
174K
$7.53M
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
172+ 0.08% |
$6.08K - $7.01K
|
207K
$8.95M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-9.22K- 49.31% |
$326K - $376K
|
9.48K
$410K
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-107- 0.96% |
$3.78K - $4.36K
|
11K
$475K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
11.1K+ 7.46% |
$392K - $452K
|
160K
$6.91M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-159- 7.38% |
$5.62K - $6.48K
|
2K
$86.4K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.74KClosed |
$61.4K - $70.9K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-21.7K- 7.82% |
$768K - $886K
|
256K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.09KNew |
$38.5K - $44.4K
|
1.09K
$47.1K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18K- 5.04% |
$637K - $736K
|
340K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.88KNew |
$66.5K - $76.7K
|
1.88K
$81.4K
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-14.4K- 2.18% |
$507K - $585K
|
645K
$27.9M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
59.6KNew |
$2.11M - $2.43M
|
59.6K
$2.58M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
7+ 0.1% |
$247 - $285
|
6.82K
$295K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
30+ 0.36% |
$1.06K - $1.22K
|
8.39K
$363K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-24- 10.76% |
$848 - $978
|
199
$8.61K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-950- 1.54% |
$33.6K - $38.7K
|
60.7K
$2.62M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
63.4K+ 14.42% |
$2.24M - $2.58M
|
503K
$21.8M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
66.7KNew |
$2.36M - $2.72M
|
66.7K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.32K+ 3.8% |
$188K - $217K
|
145K
$6.29M
|