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 24, 2025
Q2 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-10.4K- 57.23% |
$362K - $451K
|
7.81K
$361K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
4.01K+ 22.64% |
$139K - $173K
|
21.7K
$1M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
4.76K+ 1.61% |
$165K - $206K
|
301K
$13.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
37.6K+ 25.46% |
$1.3M - $1.62M
|
185K
$8.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
722New |
$25K - $31.2K
|
722
$33.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-825- 1.84% |
$28.6K - $35.6K
|
44K
$2.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.38K- 7.75% |
$82.4K - $103K
|
28.3K
$1.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
149K+ 29.57% |
$5.16M - $6.43M
|
652K
$30.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-24.6K- 9.93% |
$854K - $1.06M
|
223K
$10.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
11.3KNew |
$391K - $488K
|
11.3K
$522K
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
51.7K+ 4.67% |
$1.79M - $2.24M
|
1.16M
$53.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
4.57K+ 3.54% |
$158K - $197K
|
134K
$6.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-79- 0.11% |
$2.74K - $3.41K
|
74.3K
$3.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
285+ 3.63% |
$9.88K - $12.3K
|
8.15K
$377K
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
6.91KNew |
$240K - $299K
|
6.91K
$320K
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
2.23K+ 1.48% |
$77.4K - $96.5K
|
153K
$7.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-4.14K- 2.59% |
$144K - $179K
|
156K
$7.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.23K+ 10.37% |
$77.5K - $96.5K
|
23.8K
$1.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.13K+ 3.2% |
$108K - $135K
|
101K
$4.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-936- 2.29% |
$32.5K - $40.4K
|
40K
$1.85M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
834+ 1.11% |
$28.9K - $36K
|
76.2K
$3.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
5.13K+ 2.41% |
$178K - $222K
|
218K
$10.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-154- 0.24% |
$5.34K - $6.65K
|
63.3K
$2.93M
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
72KNew |
$2.5M - $3.11M
|
72K
$3.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
358+ 1.3% |
$12.4K - $15.5K
|
27.9K
$1.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
47+ 0.79% |
$1.63K - $2.03K
|
6.02K
$278K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
8.76K+ 47.73% |
$304K - $378K
|
27.1K
$1.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-1.12K- 3.17% |
$38.8K - $48.4K
|
34.2K
$1.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
220+ 1.15% |
$7.63K - $9.51K
|
19.4K
$898K
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
5.05KNew |
$175K - $218K
|
5.05K
$233K
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
BUY
|
- |
6.58K+ 20.29% |
$228K - $284K
|
39K
$1.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
5.63KNew |
$195K - $243K
|
5.63K
$261K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
37.6K+ 515.41% |
$1.3M - $1.62M
|
44.9K
$2.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
71.7K+ 4.74% |
$2.48M - $3.1M
|
1.58M
$73.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.31K+ 37.25% |
$184K - $229K
|
19.5K
$904K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
3+ 0.03% |
$104 - $130
|
11.1K
$515K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
70.2KNew |
$2.43M - $3.03M
|
70.2K
$3.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
880+ 3.22% |
$30.5K - $38K
|
28.2K
$1.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
136+ 0.16% |
$4.72K - $5.88K
|
85.8K
$3.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
13K+ 101.26% |
$452K - $563K
|
25.9K
$1.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
46.3K+ 11.3% |
$1.6M - $2M
|
456K
$21.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
760+ 9.43% |
$26.3K - $32.8K
|
8.82K
$408K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
21.9K+ 2.64% |
$761K - $948K
|
854K
$39.5M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.07K- 1.61% |
$71.8K - $89.5K
|
126K
$5.85M
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
234+ 0.84% |
$8.11K - $10.1K
|
28.1K
$1.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
6.24KNew |
$216K - $270K
|
6.24K
$289K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.89K+ 67.49% |
$170K - $211K
|
12.1K
$562K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.32KNew |
$45.7K - $57K
|
1.32K
$61K
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
15.8K+ 1.95% |
$548K - $683K
|
827K
$38.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
11.7K+ 16.17% |
$404K - $504K
|
83.8K
$3.88M
|