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 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
2.52KNew |
$88.9K - $103K
|
2.52K
$109K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
9.06KNew |
$320K - $369K
|
9.06K
$392K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-177- 1.02% |
$6.25K - $7.22K
|
17.1K
$741K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
5.99KNew |
$212K - $244K
|
5.99K
$259K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-133- 0.76% |
$4.7K - $5.42K
|
17.4K
$751K
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
3.08K+ 6.24% |
$109K - $126K
|
52.5K
$2.27M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.58K+ 56.9% |
$162K - $187K
|
12.6K
$546K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.29K- 8.42% |
$45.6K - $52.6K
|
14K
$607K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-1.4K- 1.82% |
$49.5K - $57.1K
|
75.8K
$3.28M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-7.6K- 4.73% |
$269K - $310K
|
153K
$6.63M
|
|
|
May 01, 2025
Q1 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
178+ 0.37% |
$6.29K - $7.26K
|
48.9K
$2.11M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-496K- 95.5% |
$17.5M - $20.2M
|
23.4K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
23New |
$813 - $938
|
23
$995
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-461- 0.54% |
$16.3K - $18.8K
|
84.6K
$3.66M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-217- 1.44% |
$7.67K - $8.85K
|
14.8K
$641K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.1K+ 8.94% |
$109K - $126K
|
37.7K
$1.63M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7.32K+ 22.36% |
$259K - $299K
|
40.1K
$1.73M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
500+ 16.48% |
$17.7K - $20.4K
|
3.53K
$153K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
338K+ 1331.97% |
$11.9M - $13.8M
|
364K
$15.7M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-30- 0.04% |
$1.06K - $1.22K
|
73.4K
$3.18M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
5.48KNew |
$194K - $223K
|
5.48K
$237K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-550- 73.33% |
$19.4K - $22.4K
|
200
$8.65K
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
2.77K+ 1.25% |
$97.9K - $113K
|
225K
$9.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-426K- 11.78% |
$15.1M - $17.4M
|
3.19M
$138M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
10+ 0.35% |
$353 - $408
|
2.87K
$124K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
459New |
$16.2K - $18.7K
|
459
$19.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
42.5KNew |
$1.5M - $1.73M
|
42.5K
$1.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-209- 0.22% |
$7.38K - $8.52K
|
92.8K
$4.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
312+ 1.15% |
$11K - $12.7K
|
27.3K
$1.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
3.55K+ 3.93% |
$125K - $145K
|
93.8K
$4.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-337- 0.48% |
$11.9K - $13.7K
|
69.4K
$3M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.27% |
$35.3 - $40.8
|
374
$16.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
594+ 0.99% |
$21K - $24.2K
|
60.7K
$2.63M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.67K- 2.74% |
$59.1K - $68.2K
|
59.2K
$2.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
16K+ 7.54% |
$565K - $651K
|
228K
$9.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
14.4K+ 5.28% |
$507K - $585K
|
286K
$12.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-13.1K- 26.79% |
$462K - $533K
|
35.7K
$1.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
93.6K+ 3.65% |
$3.31M - $3.82M
|
2.66M
$115M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.65K+ 2.13% |
$129K - $149K
|
175K
$7.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.91K- 20.28% |
$67.6K - $78K
|
7.52K
$325K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.29K- 17.32% |
$80.9K - $93.4K
|
10.9K
$473K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
BUY
|
- |
32.4KNew |
$1.15M - $1.32M
|
32.4K
$1.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2.34K+ 0.46% |
$82.7K - $95.5K
|
507K
$21.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.66K+ 26.05% |
$165K - $190K
|
22.5K
$975K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-30.8K- 1.78% |
$1.09M - $1.26M
|
1.7M
$73.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-909- 3.67% |
$32.1K - $37.1K
|
23.9K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
9.23K+ 117.81% |
$326K - $376K
|
17.1K
$738K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
38.5K+ 20.26% |
$1.36M - $1.57M
|
228K
$9.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
600+ 4.14% |
$21.2K - $24.5K
|
15.1K
$653K
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
3.85K+ 3.89% |
$136K - $157K
|
103K
$4.45M
|