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 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-189- 2.24% |
$6.55K - $8.17K
|
8.25K
$382K
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-61.4K- 19.85% |
$2.13M - $2.65M
|
248K
$11.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
15.9KNew |
$551K - $687K
|
15.9K
$735K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-790- 0.85% |
$27.4K - $34.1K
|
92.5K
$4.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-7.47K- 1.47% |
$259K - $323K
|
499K
$23.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-4.46K- 3.11% |
$155K - $193K
|
139K
$6.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
21.8K+ 9.57% |
$756K - $942K
|
250K
$11.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-99- 1.17% |
$3.43K - $4.28K
|
8.36K
$387K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-254- 3.18% |
$8.81K - $11K
|
7.74K
$358K
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
1.44K+ 3.86% |
$49.8K - $62K
|
38.6K
$1.79M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
255+ 1.48% |
$8.84K - $11K
|
17.5K
$810K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-34.5K- 1.35% |
$1.2M - $1.49M
|
2.52M
$116M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.1K- 3.67% |
$421K - $525K
|
319K
$14.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
757+ 4.33% |
$26.2K - $32.7K
|
18.3K
$845K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
19.5KNew |
$674K - $840K
|
19.5K
$900K
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
703KNew |
$24.4M - $30.4M
|
703K
$32.5M
|
|
|
Aug 06, 2025
Q2 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
1.78K+ 6.82% |
$61.8K - $77K
|
27.9K
$1.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
96.5K+ 1.14% |
$3.35M - $4.17M
|
8.59M
$397M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-200Closed |
$6.93K - $8.64K
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-200Closed |
$6.93K - $8.64K
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
28+ 1.77% |
$971 - $1.21K
|
1.61K
$74.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
18.9K+ 108.64% |
$654K - $815K
|
36.2K
$1.68M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
17.3K+ 9.06% |
$601K - $750K
|
209K
$9.67M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.21KNew |
$215K - $268K
|
6.21K
$287K
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
835+ 13.32% |
$28.9K - $36.1K
|
7.11K
$329K
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
603+ 1.38% |
$20.9K - $26.1K
|
44.3K
$2.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
4.85K+ 3.55% |
$168K - $209K
|
141K
$6.54M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
7.89KNew |
$274K - $341K
|
7.89K
$365K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-209- 0.65% |
$7.25K - $9.03K
|
32K
$1.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
3.69K+ 5.44% |
$128K - $160K
|
71.5K
$3.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
883+ 26.39% |
$30.6K - $38.2K
|
4.23K
$196K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.56K+ 6.2% |
$54.1K - $67.4K
|
26.7K
$1.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
73+ 0.8% |
$2.53K - $3.15K
|
9.22K
$426K
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
11.3K+ 21.78% |
$392K - $488K
|
63.2K
$2.92M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
334New |
$11.6K - $14.4K
|
334
$15.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
51+ 0.05% |
$1.77K - $2.2K
|
96.8K
$4.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
SELL
|
- |
-6.53K- 1.31% |
$226K - $282K
|
492K
$22.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.7K+ 16.44% |
$128K - $160K
|
26.2K
$1.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-495- 8.93% |
$17.2K - $21.4K
|
5.05K
$234K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
13.8KNew |
$479K - $597K
|
13.8K
$639K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
227+ 8.14% |
$7.87K - $9.81K
|
3.02K
$140K
|
|
|
Aug 04, 2025
Q2 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
108+ 1.76% |
$3.74K - $4.67K
|
6.25K
$289K
|
|
|
Aug 04, 2025
Q2 2025
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.17K- 2.2% |
$75.1K - $93.6K
|
96.5K
$4.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
7.94KNew |
$275K - $343K
|
7.94K
$367K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
9.38K+ 15.09% |
$325K - $405K
|
71.6K
$3.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.78K+ 87.74% |
$270K - $336K
|
16.6K
$770K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
88+ 1.04% |
$3.05K - $3.8K
|
8.57K
$396K
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
80+ 0.85% |
$2.77K - $3.46K
|
9.54K
$442K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-2.14K- 0.38% |
$74.3K - $92.6K
|
564K
$26.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-38.6K- 66.11% |
$1.34M - $1.67M
|
19.8K
$915K
|