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 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
72.7K+ 36.03% |
$2.57M - $2.96M
|
275K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.46K- 23.53% |
$86.9K - $100K
|
7.99K
$346K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.41K+ 8.67% |
$49.9K - $57.6K
|
17.7K
$766K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.07MNew |
$73.2M - $84.5M
|
2.07M
$89.7M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-84.8K- 11.68% |
$3M - $3.46M
|
642K
$27.8M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
44.8K+ 11.86% |
$1.58M - $1.83M
|
423K
$18.3M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
327+ 3.13% |
$11.6K - $13.3K
|
10.8K
$467K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
218+ 2.34% |
$7.7K - $8.89K
|
9.54K
$413K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
71.9K+ 20.78% |
$2.54M - $2.93M
|
418K
$18.1M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.02% |
$707 - $815
|
104K
$4.48M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
10.8K+ 21.29% |
$383K - $442K
|
61.7K
$2.67M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
11+ 0.34% |
$389 - $448
|
3.22K
$140K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.16K+ 1708.65% |
$112K - $129K
|
3.35K
$145K
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
5.74KNew |
$203K - $234K
|
5.74K
$248K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
41.3K+ 3.0% |
$1.46M - $1.68M
|
1.42M
$61.3M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.35K- 59.54% |
$189K - $218K
|
3.64K
$157K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
966+ 41.09% |
$34.1K - $39.4K
|
3.32K
$144K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-87.8K- 10.73% |
$3.1M - $3.58M
|
731K
$31.6M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.8K+ 1.46% |
$134K - $155K
|
264K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
201K+ 2.99% |
$7.1M - $8.19M
|
6.92M
$299M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
471K+ 42.39% |
$16.7M - $19.2M
|
1.58M
$68.5M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-98- 2.63% |
$3.46K - $4K
|
3.62K
$157K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
449K+ 16.08% |
$15.9M - $18.3M
|
3.24M
$140M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.97K+ 3.29% |
$69.5K - $80.2K
|
61.7K
$2.67M
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-5K- 2.45% |
$176K - $204K
|
199K
$8.59M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.04K+ 60.37% |
$36.7K - $42.4K
|
2.76K
$119K
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-44.2K- 11.9% |
$1.56M - $1.8M
|
327K
$14.2M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.49K+ 7.25% |
$300K - $346K
|
126K
$5.44M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
75.7K+ 573.49% |
$2.67M - $3.09M
|
88.9K
$3.85M
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
8.65KNew |
$306K - $353K
|
8.65K
$374K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.92K+ 6.22% |
$67.7K - $78.1K
|
32.7K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-113- 2.75% |
$3.99K - $4.61K
|
3.99K
$173K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-17.1K- 3.55% |
$605K - $699K
|
466K
$20.2M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
923+ 3.47% |
$32.6K - $37.6K
|
27.5K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
3.2K+ 3.55% |
$113K - $130K
|
93.3K
$4.04M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
47.3K+ 10.06% |
$1.67M - $1.93M
|
517K
$22.4M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-3.53K- 15.33% |
$125K - $144K
|
19.5K
$844K
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
9.36K+ 92.46% |
$331K - $382K
|
19.5K
$843K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.69K+ 20.93% |
$130K - $151K
|
21.3K
$923K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.15K+ 6.69% |
$75.9K - $87.6K
|
34.3K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
50.1K+ 12.01% |
$1.77M - $2.04M
|
467K
$20.2M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
9.06KNew |
$320K - $369K
|
9.06K
$392K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-42- 0.04% |
$1.48K - $1.71K
|
118K
$5.12M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
24.4KNew |
$860K - $993K
|
24.4K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-53.5K- 1.58% |
$1.89M - $2.18M
|
3.34M
$145M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
14.8K+ 9.91% |
$523K - $603K
|
164K
$7.1M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
857New |
$30.3K - $34.9K
|
857
$37.1K
|
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-978- 4.99% |
$34.6K - $39.9K
|
18.6K
$806K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-26.2K- 18.92% |
$927K - $1.07M
|
112K
$4.87M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
968+ 9.73% |
$34.2K - $39.5K
|
10.9K
$472K
|