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 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
260New |
$9.01K - $11.2K
|
260
$12K
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
1.38K+ 5.12% |
$47.7K - $59.4K
|
28.2K
$1.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
20.1K+ 31.97% |
$696K - $868K
|
82.9K
$3.83M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.8K+ 0.92% |
$1.07M - $1.33M
|
3.37M
$156M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
162+ 0.61% |
$5.62K - $7K
|
26.5K
$1.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
7+ 1.87% |
$243 - $302
|
381
$17.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.11K+ 1.07% |
$38.5K - $48K
|
105K
$4.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.13K+ 19.77% |
$73.9K - $92.1K
|
12.9K
$598K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
7K+ 13.63% |
$243K - $302K
|
58.4K
$2.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
739+ 0.17% |
$25.6K - $31.9K
|
425K
$19.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-557- 1.06% |
$19.3K - $24.1K
|
52.1K
$2.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
7.4KNew |
$257K - $320K
|
7.4K
$342K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-156- 37.32% |
$5.41K - $6.74K
|
262
$12.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-7.1K- 1.52% |
$246K - $307K
|
459K
$21.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-9.65K- 9.92% |
$334K - $417K
|
87.6K
$4.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-103- 0.74% |
$3.57K - $4.45K
|
13.7K
$636K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
6.01KNew |
$209K - $260K
|
6.01K
$278K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
161+ 0.81% |
$5.58K - $6.96K
|
20K
$924K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
12.5KNew |
$433K - $540K
|
12.5K
$578K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.97K- 1.43% |
$68.1K - $84.9K
|
135K
$6.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.9K+ 12.59% |
$65.9K - $82.1K
|
17K
$786K
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-201- 2.9% |
$6.97K - $8.69K
|
6.74K
$312K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
543K+ 7.44% |
$18.8M - $23.4M
|
7.83M
$362M
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-2.43K- 2.03% |
$84.2K - $105K
|
117K
$5.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
415KNew |
$14.4M - $17.9M
|
415K
$19.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-1.44K- 0.76% |
$49.8K - $62K
|
186K
$8.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.16K+ 2.39% |
$144K - $180K
|
178K
$8.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-2.52K- 28.48% |
$87.3K - $109K
|
6.33K
$293K
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
33+ 0.01% |
$1.14K - $1.43K
|
425K
$19.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
119KNew |
$4.14M - $5.16M
|
119K
$5.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
751+ 6.14% |
$26K - $32.5K
|
13K
$601K
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
88.2K+ 973.44% |
$3.06M - $3.81M
|
97.2K
$4.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-5.38K- 1.74% |
$187K - $233K
|
304K
$14.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-21.8K- 0.62% |
$757K - $943K
|
3.5M
$162M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15K+ 4.12% |
$519K - $647K
|
379K
$17.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
988K+ 144.56% |
$34.2M - $42.7M
|
1.67M
$77.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.5K+ 32.58% |
$468K - $584K
|
55K
$2.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
453+ 1.53% |
$15.7K - $19.6K
|
30.1K
$1.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-4.12K- 4.01% |
$143K - $178K
|
98.7K
$4.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-649- 0.6% |
$22.5K - $28K
|
107K
$4.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.15K+ 2.83% |
$40K - $49.8K
|
41.9K
$1.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
6.65K+ 7.49% |
$231K - $287K
|
95.5K
$4.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
7.78K+ 2.36% |
$270K - $336K
|
338K
$15.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.35K- 18.1% |
$46.8K - $58.4K
|
6.11K
$283K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.4K+ 4.99% |
$153K - $190K
|
92.7K
$4.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
9.43KNew |
$327K - $408K
|
9.43K
$436K
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-17.7K- 23.14% |
$614K - $765K
|
58.8K
$2.72M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.08KNew |
$37.5K - $46.7K
|
1.08K
$50K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.63K- 8.88% |
$56.4K - $70.3K
|
16.7K
$773K
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
21.1K+ 12.92% |
$732K - $913K
|
185K
$8.54M
|