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 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
552+ 89.61% |
$19.1K - $23.9K
|
1.17K
$54K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.92K+ 5.56% |
$171K - $213K
|
93.5K
$4.33M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-130- 23.64% |
$4.51K - $5.62K
|
420
$19.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-8.23K- 10.2% |
$285K - $355K
|
72.4K
$3.35M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
14.8K+ 3.23% |
$513K - $639K
|
473K
$21.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-5.55K- 15.26% |
$193K - $240K
|
30.8K
$1.43M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.84K+ 36.91% |
$133K - $166K
|
14.2K
$659K
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-32.2K- 15.57% |
$1.12M - $1.39M
|
175K
$8.08M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-625- 0.2% |
$21.7K - $27K
|
308K
$14.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
740+ 1.23% |
$25.7K - $32K
|
60.8K
$2.81M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
1.44KNew |
$49.8K - $62.1K
|
1.44K
$66.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-1.8K- 4.4% |
$62.5K - $77.9K
|
39.2K
$1.81M
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
1.21K+ 0.14% |
$41.9K - $52.2K
|
858K
$39.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-2.01K- 8.93% |
$69.8K - $87K
|
20.5K
$950K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-18- 2.52% |
$624 - $778
|
697
$32.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.4K+ 14.59% |
$1.09M - $1.36M
|
247K
$11.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.29K+ 8.71% |
$114K - $142K
|
41K
$1.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
77K+ 142.04% |
$2.67M - $3.33M
|
131K
$6.07M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
8.04K+ 17.22% |
$279K - $347K
|
54.7K
$2.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.93K+ 2.73% |
$102K - $127K
|
110K
$5.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.87K+ 11.79% |
$64.7K - $80.6K
|
17.7K
$819K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-23.4K- 0.42% |
$811K - $1.01M
|
5.57M
$258M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.01K+ 14.67% |
$35.1K - $43.8K
|
7.92K
$366K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
2.66K+ 133.47% |
$92.4K - $115K
|
4.66K
$216K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-412- 4.0% |
$14.3K - $17.8K
|
9.89K
$458K
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-109K- 14.28% |
$3.79M - $4.73M
|
657K
$30.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
747+ 6.44% |
$25.9K - $32.3K
|
12.3K
$571K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
17K+ 188600.0% |
$588K - $733K
|
17K
$786K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.1M+ 5.51% |
$38.3M - $47.7M
|
21.1M
$978M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
50+ 0.38% |
$1.73K - $2.16K
|
13.2K
$611K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.02K- 4.63% |
$35.2K - $43.9K
|
20.9K
$968K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
1KNew |
$34.7K - $43.2K
|
1K
$46.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-24.5K- 1.45% |
$851K - $1.06M
|
1.67M
$77.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
31K+ 9.57% |
$1.07M - $1.34M
|
355K
$16.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-1.05K- 4.4% |
$36.4K - $45.4K
|
22.8K
$1.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.27K- 4.46% |
$114K - $141K
|
70.1K
$3.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
20.6K+ 24.34% |
$715K - $891K
|
105K
$4.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
10.8K+ 6.19% |
$376K - $468K
|
186K
$8.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
47.3K+ 6.81% |
$1.64M - $2.04M
|
742K
$34.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.72K+ 14.26% |
$198K - $247K
|
45.8K
$2.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
8.44K+ 43.32% |
$293K - $365K
|
27.9K
$1.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-393- 3.85% |
$13.6K - $17K
|
9.82K
$454K
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
SELL
|
- |
-26.6K- 3.08% |
$924K - $1.15M
|
838K
$38.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.1K+ 1.81% |
$38K - $47.4K
|
61.8K
$2.86M
|
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
19.3K+ 6.31% |
$668K - $832K
|
325K
$15M
|
|
|
Jul 30, 2025
Q2 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-6.65K- 1.43% |
$231K - $288K
|
460K
$21.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
203KNew |
$7.05M - $8.79M
|
203K
$9.41M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-9.26K- 2.3% |
$321K - $400K
|
393K
$18.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
781+ 4.97% |
$27.1K - $33.7K
|
16.5K
$763K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-4.7K- 2.25% |
$163K - $203K
|
204K
$9.46M
|