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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
134K+ 40.09% |
$4.64M - $5.13M
|
467K
$17.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.77KNew |
$96.1K - $106K
|
2.77K
$103K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
7.22KNew |
$250K - $277K
|
7.22K
$268K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
939+ 3477.78% |
$32.5K - $36K
|
966
$35.9K
|
|
|
Oct 30, 2024
Q3 2024
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
8.75K+ 7.36% |
$303K - $336K
|
128K
$4.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.17KNew |
$214K - $237K
|
6.17K
$229K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
15.5K+ 5.54% |
$538K - $596K
|
296K
$11M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.72% |
$34.7 - $38.4
|
140
$5.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-157- 0.71% |
$5.44K - $6.03K
|
22.1K
$819K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-42- 0.15% |
$1.46K - $1.61K
|
28.5K
$1.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-3.26K- 6.57% |
$113K - $125K
|
46.4K
$1.72M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
71.1K+ 6.05% |
$2.47M - $2.73M
|
1.25M
$46.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.94K- 0.67% |
$102K - $113K
|
437K
$16.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-105K- 55.52% |
$3.62M - $4.01M
|
83.7K
$3.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.5K+ 8.28% |
$572K - $633K
|
216K
$8.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
4.06K+ 2.57% |
$141K - $156K
|
162K
$6.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
8.02K+ 9.69% |
$278K - $308K
|
90.8K
$3.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
9.45K+ 5.51% |
$327K - $363K
|
181K
$6.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.07K- 0.93% |
$37.1K - $41.1K
|
114K
$4.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
273K+ 537.14% |
$9.47M - $10.5M
|
324K
$12M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-837- 8.46% |
$29K - $32.1K
|
9.05K
$336K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
15.3K+ 4.41% |
$532K - $589K
|
363K
$13.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 2.38% |
$37.6K - $41.6K
|
44.5K
$1.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
853+ 5.41% |
$29.6K - $32.7K
|
16.6K
$617K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.86K- 0.11% |
$99.2K - $110K
|
2.62M
$97.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
6.52K+ 5.68% |
$226K - $250K
|
121K
$4.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
832+ 11.49% |
$28.8K - $31.9K
|
8.07K
$300K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
586+ 0.68% |
$20.3K - $22.5K
|
87K
$3.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-10.7K- 12.34% |
$371K - $411K
|
76.1K
$2.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
14.8K+ 253.45% |
$514K - $569K
|
20.7K
$768K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
18+ 0.61% |
$624 - $691
|
2.97K
$110K
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
38+ 0.09% |
$1.32K - $1.46K
|
41K
$1.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
30.8K+ 673.92% |
$1.07M - $1.18M
|
35.3K
$1.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
16.9K+ 9.74% |
$587K - $650K
|
191K
$7.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
21.8K+ 15.75% |
$754K - $835K
|
160K
$5.93M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5.12K+ 3.38% |
$177K - $196K
|
156K
$5.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1.14K- 8.26% |
$39.5K - $43.7K
|
12.6K
$469K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
80+ 0.62% |
$2.77K - $3.07K
|
12.9K
$481K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
9.36K+ 7.15% |
$324K - $359K
|
140K
$5.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-20.4K- 14.91% |
$709K - $785K
|
117K
$4.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-28.4K- 0.77% |
$985K - $1.09M
|
3.64M
$135M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
8.92K+ 2.9% |
$309K - $342K
|
317K
$11.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
104+ 0.25% |
$3.6K - $3.99K
|
41.4K
$1.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
160New |
$5.55K - $6.14K
|
160
$5.94K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-7.09K- 1.25% |
$246K - $272K
|
562K
$20.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
13+ 0.01% |
$451 - $499
|
121K
$4.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-662- 2.57% |
$22.9K - $25.4K
|
25.1K
$933K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
137K+ 7.92% |
$4.74M - $5.25M
|
1.86M
$69.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
BUY
|
- |
236+ 0.61% |
$8.18K - $9.06K
|
38.9K
$1.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
29.2K+ 10.76% |
$1.01M - $1.12M
|
300K
$11.1M
|