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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
84.7KNew |
$2.99M - $3.45M
|
84.7K
$3.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.74K+ 10.47% |
$61.4K - $70.9K
|
18.4K
$794K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.41K+ 0.91% |
$227K - $261K
|
709K
$30.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
149+ 0.25% |
$5.26K - $6.07K
|
60K
$2.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
6.27KNew |
$222K - $256K
|
6.27K
$271K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
53.6KNew |
$1.89M - $2.19M
|
53.6K
$2.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
5.62KNew |
$199K - $229K
|
5.62K
$243K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-80- 1.17% |
$2.83K - $3.26K
|
6.76K
$293K
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
26+ 0.03% |
$919 - $1.06K
|
76.5K
$3.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-434K- 2.12% |
$15.3M - $17.7M
|
20M
$867M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
43.7KNew |
$1.54M - $1.78M
|
43.7K
$1.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
117KNew |
$4.15M - $4.79M
|
117K
$5.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-587- 1.27% |
$20.7K - $23.9K
|
45.7K
$1.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
15.8K+ 5.14% |
$559K - $646K
|
324K
$14M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-376- 6.05% |
$13.3K - $15.3K
|
5.84K
$253K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-134- 2.48% |
$4.73K - $5.46K
|
5.28K
$228K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
2.72K+ 3.49% |
$96.2K - $111K
|
80.7K
$3.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$106 - $122
|
6.91K
$299K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
635+ 3.77% |
$22.4K - $25.9K
|
17.5K
$757K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-272- 0.91% |
$9.61K - $11.1K
|
29.6K
$1.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.35K+ 5.69% |
$118K - $136K
|
62.2K
$2.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
33.3K+ 11.79% |
$1.18M - $1.36M
|
315K
$13.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-2.49K- 1.12% |
$88.1K - $102K
|
221K
$9.55M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
400+ 1.86% |
$14.1K - $16.3K
|
21.9K
$949K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
2.07K+ 10.13% |
$73.3K - $84.6K
|
22.6K
$976K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
40.1K+ 284.68% |
$1.42M - $1.63M
|
54.2K
$2.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
54.5K+ 289.53% |
$1.93M - $2.22M
|
73.4K
$3.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
11.4K+ 4.96% |
$403K - $465K
|
241K
$10.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2.85K- 1.09% |
$101K - $116K
|
258K
$11.2M
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
213+ 1.93% |
$7.53K - $8.68K
|
11.2K
$486K
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-3.59K- 1.16% |
$127K - $146K
|
305K
$13.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
5.64K+ 3.31% |
$199K - $230K
|
176K
$7.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
5.57KNew |
$197K - $227K
|
5.57K
$241K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
105K+ 177.71% |
$3.71M - $4.28M
|
164K
$7.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
19.3K+ 13.79% |
$683K - $788K
|
159K
$6.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-57- 1.9% |
$2.01K - $2.32K
|
2.95K
$127K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-307- 2.9% |
$10.8K - $12.5K
|
10.3K
$446K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
38.3K+ 3.3% |
$1.35M - $1.56M
|
1.2M
$52M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
17.7K+ 12.37% |
$626K - $722K
|
161K
$6.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.68K+ 88.36% |
$236K - $272K
|
14.2K
$616K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.54K+ 0.95% |
$54.2K - $62.6K
|
163K
$7.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
71.1K+ 4.93% |
$2.51M - $2.9M
|
1.51M
$65.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.28K+ 1.94% |
$80.5K - $92.9K
|
120K
$5.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
4.94K+ 5.11% |
$174K - $201K
|
102K
$4.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
43.3K+ 7.04% |
$1.53M - $1.77M
|
658K
$28.5M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
844+ 1.13% |
$29.8K - $34.4K
|
75.3K
$3.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
4.38K+ 6.46% |
$155K - $178K
|
72.1K
$3.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
9.77K+ 12.28% |
$345K - $398K
|
89.4K
$3.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
9.62K+ 2.77% |
$340K - $392K
|
357K
$15.4M
|