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 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
7.68K+ 9.01% |
$271K - $313K
|
92.9K
$4.02M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.28K- 1.22% |
$45.3K - $52.2K
|
104K
$4.5M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
272K+ 3.87% |
$9.61M - $11.1M
|
7.29M
$316M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
29.8K+ 11.19% |
$1.05M - $1.22M
|
297K
$12.8M
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
47.1K+ 10.44% |
$1.66M - $1.92M
|
498K
$21.6M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-738- 12.95% |
$26.1K - $30.1K
|
4.96K
$215K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
245+ 2.99% |
$8.66K - $9.99K
|
8.44K
$365K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.29K- 26.08% |
$80.9K - $93.4K
|
6.49K
$281K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
435New |
$15.4K - $17.7K
|
435
$18.8K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-5.66K- 3.49% |
$200K - $231K
|
156K
$6.77M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.99K+ 0.35% |
$70.3K - $81.2K
|
566K
$24.5M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.6K+ 3.64% |
$411K - $475K
|
331K
$14.3M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
1.25K+ 7.57% |
$44K - $50.8K
|
17.7K
$766K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
44.5K+ 6.84% |
$1.57M - $1.81M
|
694K
$30M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-615- 5.04% |
$21.7K - $25.1K
|
11.6K
$501K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-16.7K- 99.95% |
$591K - $682K
|
9
$389
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
7.57KNew |
$267K - $308K
|
7.57K
$327K
|
|
|
May 09, 2025
Q1 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-357- 0.37% |
$12.6K - $14.6K
|
97.2K
$4.21M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
26.5K+ 19.3% |
$934K - $1.08M
|
163K
$7.07M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-550- 0.14% |
$19.4K - $22.4K
|
391K
$16.9M
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
11.7K+ 2.84% |
$415K - $479K
|
425K
$18.4M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
90+ 0.34% |
$3.18K - $3.67K
|
26.6K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
14.9K+ 1.87% |
$527K - $608K
|
811K
$35.1M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.12K+ 10.06% |
$39.5K - $45.6K
|
12.2K
$529K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.5K+ 104.18% |
$371K - $429K
|
20.6K
$891K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
9.21K+ 6.84% |
$325K - $375K
|
144K
$6.22M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-39.9K- 1.54% |
$1.41M - $1.63M
|
2.55M
$110M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-195- 0.29% |
$6.89K - $7.95K
|
67.8K
$2.93M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
210K+ 2.54% |
$7.42M - $8.56M
|
8.49M
$367M
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.7K- 6.77% |
$95.5K - $110K
|
37.2K
$1.61M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.25K- 14.16% |
$44.2K - $51K
|
7.59K
$328K
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-149- 0.21% |
$5.26K - $6.07K
|
71.2K
$3.08M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.31K+ 0.34% |
$46.4K - $53.6K
|
384K
$16.6M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-17.6K- 5.38% |
$622K - $718K
|
309K
$13.4M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
315New |
$11.1K - $12.8K
|
315
$13.6K
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-779- 8.09% |
$27.5K - $31.8K
|
8.85K
$383K
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-300- 0.16% |
$10.6K - $12.2K
|
188K
$8.13M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
157+ 2.15% |
$5.55K - $6.4K
|
7.46K
$323K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-35- 0.16% |
$1.24K - $1.43K
|
21.6K
$933K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.29K+ 2.7% |
$116K - $134K
|
125K
$5.42M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
19.5K+ 1.06% |
$691K - $797K
|
1.86M
$80.4M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.15K- 8.91% |
$40.7K - $47K
|
11.8K
$510K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.13K+ 2.55% |
$75.1K - $86.6K
|
85.4K
$3.69M
|
|
|
May 07, 2025
Q1 2025
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
6.4K+ 10.42% |
$226K - $261K
|
67.8K
$2.94M
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
7.51K+ 11.85% |
$265K - $306K
|
70.9K
$3.07M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
179K+ 10.84% |
$6.31M - $7.28M
|
1.83M
$79M
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-4.34K- 3.51% |
$153K - $177K
|
119K
$5.15M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
9+ 0.29% |
$318 - $367
|
3.16K
$137K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-761- 0.36% |
$26.9K - $31K
|
212K
$9.19M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-968- 1.12% |
$34.2K - $39.5K
|
85.7K
$3.71M
|