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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
22K+ 13.46% |
$763K - $951K
|
185K
$8.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
23K+ 64.25% |
$797K - $993K
|
58.8K
$2.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
6.29K+ 6.71% |
$218K - $272K
|
100K
$4.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
32.1KNew |
$1.11M - $1.39M
|
32.1K
$1.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
52+ 1.77% |
$1.8K - $2.25K
|
3K
$139K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.39K+ 2.01% |
$48.3K - $60.2K
|
70.8K
$3.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-4.24K- 2.34% |
$147K - $183K
|
177K
$8.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
BUY
|
- |
2.66K+ 3.74% |
$92K - $115K
|
73.6K
$3.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-132- 0.89% |
$4.58K - $5.7K
|
14.7K
$680K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
23+ 0.43% |
$797 - $994
|
5.33K
$247K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
440+ 1.65% |
$15.3K - $19K
|
27.1K
$1.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-236- 0.33% |
$8.18K - $10.2K
|
71.1K
$3.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
178+ 1.51% |
$6.17K - $7.69K
|
12K
$555K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-28.5K- 3.9% |
$988K - $1.23M
|
702K
$32.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
203+ 0.33% |
$7.04K - $8.77K
|
60.9K
$2.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
18.8K+ 6.64% |
$653K - $814K
|
302K
$14M
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-756- 1.06% |
$26.2K - $32.7K
|
70.5K
$3.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
5.92K+ 1.88% |
$205K - $256K
|
321K
$14.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.98K- 17.58% |
$103K - $129K
|
14K
$646K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-100- 4.3% |
$3.47K - $4.32K
|
2.22K
$103K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-551- 1.3% |
$19.1K - $23.8K
|
42K
$1.94M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
275+ 67.4% |
$9.53K - $11.9K
|
683
$31.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
33.6K+ 22.88% |
$1.17M - $1.45M
|
181K
$8.36M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-272- 1.39% |
$9.43K - $11.8K
|
19.3K
$895K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.25K+ 1.53% |
$113K - $141K
|
216K
$9.98M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.78K+ 27.88% |
$96.4K - $120K
|
12.8K
$590K
|
|
|
Jul 28, 2025
Q2 2025
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-12.8K- 0.95% |
$443K - $552K
|
1.34M
$61.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
47.5K+ 524.38% |
$1.65M - $2.05M
|
56.6K
$2.62M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
7.79K+ 45.69% |
$270K - $337K
|
24.9K
$1.15M
|
|
|
Jul 28, 2025
Q2 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
39.9K+ 10.96% |
$1.38M - $1.72M
|
404K
$18.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
5.02K+ 19.2% |
$174K - $217K
|
31.2K
$1.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.22KNew |
$285K - $355K
|
8.22K
$380K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
483+ 4.69% |
$16.7K - $20.9K
|
10.8K
$499K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.56K+ 19.21% |
$158K - $197K
|
28.3K
$1.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
16.3K+ 22.18% |
$564K - $703K
|
89.7K
$4.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.34K+ 1.19% |
$150K - $187K
|
368K
$17M
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-51.8K- 14.53% |
$1.8M - $2.24M
|
305K
$14.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-4.29K- 1.94% |
$149K - $185K
|
216K
$10M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.43K- 2.35% |
$84.3K - $105K
|
101K
$4.67M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
717+ 28.5% |
$24.9K - $31K
|
3.23K
$150K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-16.3K- 2.16% |
$565K - $705K
|
737K
$34.1M
|
|
|
Jul 25, 2025
Q2 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
7.75K+ 4.91% |
$269K - $335K
|
166K
$7.66M
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-29.3K- 0.92% |
$1.02M - $1.27M
|
3.16M
$146M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.4K- 2.18% |
$48.5K - $60.5K
|
62.9K
$2.91M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
337+ 0.86% |
$11.7K - $14.6K
|
39.7K
$1.84M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
37.9K+ 291.94% |
$1.32M - $1.64M
|
50.9K
$2.36M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.42K+ 0.13% |
$49.2K - $61.3K
|
1.1M
$50.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
37.3K+ 142.73% |
$1.29M - $1.61M
|
63.5K
$2.94M
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
3.67K+ 27.43% |
$127K - $159K
|
17.1K
$790K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.97K+ 111.12% |
$68.3K - $85.1K
|
3.74K
$173K
|