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 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
25.8K+ 43.25% |
$894K - $1.11M
|
85.4K
$3.95M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
55.3KNew |
$1.92M - $2.39M
|
55.3K
$2.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-565- 1.56% |
$19.6K - $24.4K
|
35.6K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-833- 3.91% |
$28.9K - $36K
|
20.5K
$948K
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-10.4K- 16.66% |
$362K - $451K
|
52.2K
$2.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
72.8K+ 57.95% |
$2.52M - $3.14M
|
198K
$9.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-26.3K- 39.43% |
$912K - $1.14M
|
40.4K
$1.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
55.5KNew |
$1.93M - $2.4M
|
55.5K
$2.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.74K+ 14.16% |
$303K - $378K
|
70.5K
$3.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
18.2K+ 88.43% |
$632K - $787K
|
38.8K
$1.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
261K+ 3.77% |
$9.04M - $11.3M
|
7.18M
$332M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
13.2K+ 138.18% |
$457K - $569K
|
22.7K
$1.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50.3K+ 2.75% |
$1.74M - $2.17M
|
1.88M
$86.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.84KNew |
$98.3K - $123K
|
2.84K
$131K
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-8.67K- 2.4% |
$300K - $375K
|
352K
$16.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.16K+ 69.78% |
$144K - $180K
|
10.1K
$468K
|
|
|
Aug 12, 2025
Q2 2025
|
Private Management Group Inc
|
BUY
|
- |
4.74KNew |
$164K - $205K
|
4.74K
$220K
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-257- 0.25% |
$8.91K - $11.1K
|
101K
$4.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.59K+ 6.04% |
$263K - $328K
|
133K
$6.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.23KNew |
$181K - $226K
|
5.23K
$242K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
86+ 0.1% |
$2.98K - $3.72K
|
85.4K
$3.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
490+ 1.24% |
$17K - $21.2K
|
40K
$1.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-16.5K- 14.44% |
$573K - $714K
|
97.9K
$4.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.09K+ 55.43% |
$107K - $134K
|
8.67K
$401K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
56+ 1.74% |
$1.94K - $2.42K
|
3.28K
$152K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.43K+ 18.9% |
$49.6K - $61.8K
|
9K
$416K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
110+ 2.75% |
$3.81K - $4.75K
|
4.1K
$190K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-13K- 4.33% |
$449K - $560K
|
287K
$13.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-105K- 6.47% |
$3.63M - $4.53M
|
1.52M
$70.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
8.83K+ 12.08% |
$306K - $382K
|
81.9K
$3.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
721+ 2.93% |
$25K - $31.2K
|
25.3K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-55- 0.5% |
$1.91K - $2.38K
|
10.9K
$506K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.84K+ 19.4% |
$63.7K - $79.4K
|
11.3K
$523K
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
375+ 6.53% |
$13K - $16.2K
|
6.11K
$283K
|
|
|
Aug 12, 2025
Q2 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-33.5K- 5.2% |
$1.16M - $1.45M
|
611K
$28.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-19.1K- 1.03% |
$664K - $827K
|
1.83M
$84.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-8.92K- 33.9% |
$309K - $385K
|
17.4K
$805K
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
89.3K+ 27.31% |
$3.1M - $3.86M
|
416K
$19.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.2KNew |
$250K - $311K
|
7.2K
$333K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.2K+ 29.34% |
$180K - $224K
|
22.9K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-942- 8.7% |
$32.7K - $40.7K
|
9.88K
$457K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.2K- 3.68% |
$41.7K - $51.9K
|
31.5K
$1.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-46- 2.45% |
$1.59K - $1.99K
|
1.84K
$84.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2.42K+ 73.02% |
$84K - $105K
|
5.74K
$266K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8+ 1.74% |
$277 - $346
|
467
$21.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-3.21K- 37.15% |
$111K - $139K
|
5.44K
$252K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-65.3K- 9.91% |
$2.26M - $2.82M
|
593K
$27.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
7New |
$243 - $302
|
7
$324
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
160KNew |
$5.54M - $6.91M
|
160K
$7.4M
|