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 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-36.8K- 17.99% |
$1.3M - $1.5M
|
168K
$7.26M
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
11.3K+ 5.97% |
$399K - $460K
|
200K
$8.67M
|
|
|
May 06, 2025
Q1 2025
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
SELL
|
- |
-143- 0.14% |
$5.05K - $5.83K
|
98.7K
$4.27M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
SELL
|
- |
-12- 0.1% |
$424 - $489
|
11.8K
$512K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.66K+ 4.74% |
$306K - $353K
|
192K
$8.29M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-2.02K- 73.87% |
$71.4K - $82.4K
|
715
$30.9K
|
|
|
May 06, 2025
Q1 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
209+ 2.34% |
$7.38K - $8.52K
|
9.14K
$396K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-221K- 11.99% |
$7.8M - $9M
|
1.62M
$70.1M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.2K+ 51.9% |
$501K - $578K
|
41.5K
$1.79M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
45.7K+ 7.17% |
$1.62M - $1.86M
|
683K
$29.6M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-8.84K- 44.95% |
$312K - $360K
|
10.8K
$468K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
14.8KNew |
$524K - $604K
|
14.8K
$642K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
785+ 39.17% |
$27.7K - $32K
|
2.79K
$121K
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
99+ 97.06% |
$3.5K - $4.04K
|
201
$8.7K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-527- 0.89% |
$18.6K - $21.5K
|
58.4K
$2.53M
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
BUY
|
- |
987+ 0.93% |
$34.9K - $40.2K
|
107K
$4.65M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.31K+ 10.39% |
$294K - $339K
|
88.3K
$3.82M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
18.9K+ 57.45% |
$669K - $772K
|
51.9K
$2.25M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-6.22K- 8.92% |
$220K - $254K
|
63.5K
$2.75M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.09K+ 7.96% |
$38.4K - $44.4K
|
14.8K
$638K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
171+ 0.27% |
$6.04K - $6.97K
|
62.8K
$2.72M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.44K- 7.27% |
$50.8K - $58.7K
|
18.3K
$794K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.43K- 3.49% |
$50.5K - $58.3K
|
39.5K
$1.71M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
5.82K+ 76.93% |
$206K - $237K
|
13.4K
$580K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.68K+ 201.35% |
$307K - $354K
|
13K
$562K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
5.54KNew |
$196K - $226K
|
5.54K
$240K
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
20.8K+ 2.57% |
$736K - $850K
|
832K
$36M
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-3.53K- 1.29% |
$125K - $144K
|
270K
$11.7M
|
|
|
May 05, 2025
Q1 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-346- 0.3% |
$12.2K - $14.1K
|
114K
$4.95M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
244+ 0.69% |
$8.62K - $9.95K
|
35.9K
$1.55M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
976+ 3.46% |
$34.5K - $39.8K
|
29.2K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
58+ 0.34% |
$2.05K - $2.36K
|
17.2K
$742K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.78K+ 20.85% |
$62.8K - $72.5K
|
10.3K
$446K
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
22+ 0.36% |
$777 - $897
|
6.14K
$266K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-2.74K- 1.96% |
$96.7K - $112K
|
137K
$5.93M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.29K+ 14.88% |
$45.5K - $52.5K
|
9.94K
$430K
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
75+ 0.29% |
$2.65K - $3.06K
|
26.3K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
6.15KNew |
$217K - $251K
|
6.15K
$266K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
11.5K+ 68.79% |
$407K - $469K
|
28.2K
$1.22M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
44.8K+ 10.84% |
$1.58M - $1.82M
|
458K
$19.8M
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
6.44KNew |
$228K - $263K
|
6.44K
$279K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.85KNew |
$65.3K - $75.4K
|
1.85K
$80K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.15K+ 6.9% |
$40.5K - $46.7K
|
17.7K
$768K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-65- 87.84% |
$2.3K - $2.65K
|
9
$389
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
4.22K+ 24.19% |
$149K - $172K
|
21.6K
$936K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.76K- 50.0% |
$62.1K - $71.7K
|
1.76K
$76.1K
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6+ 0.0% |
$212 - $245
|
308K
$13.3M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
596New |
$21.1K - $24.3K
|
596
$25.8K
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
17.3K+ 5.93% |
$612K - $706K
|
309K
$13.4M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-76.3K- 15.94% |
$2.7M - $3.11M
|
402K
$17.4M
|