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 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-6.19K- 44.29% |
$215K - $268K
|
7.79K
$360K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
16K+ 219.29% |
$556K - $692K
|
23.3K
$1.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
106KNew |
$3.68M - $4.58M
|
106K
$4.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-34.4K- 1.85% |
$1.19M - $1.49M
|
1.82M
$84.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
5KNew |
$173K - $216K
|
5K
$231K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
296K+ 129.55% |
$10.3M - $12.8M
|
524K
$24.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
3.05K+ 10.47% |
$106K - $132K
|
32.2K
$1.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3.28K+ 0.75% |
$114K - $142K
|
440K
$20.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
4.73KNew |
$164K - $204K
|
4.73K
$219K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-434- 15.14% |
$15K - $18.8K
|
2.43K
$113K
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-1.26K- 0.38% |
$43.8K - $54.6K
|
329K
$15.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
19.9K+ 4.26% |
$691K - $861K
|
487K
$22.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
4.24K+ 44.7% |
$147K - $183K
|
13.7K
$635K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-901- 1.07% |
$31.2K - $38.9K
|
83.7K
$3.87M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
215+ 2.73% |
$7.45K - $9.29K
|
8.08K
$374K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-371- 2.5% |
$12.9K - $16K
|
14.4K
$668K
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-1.72K- 0.98% |
$59.6K - $74.2K
|
174K
$8.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2.16K+ 0.9% |
$74.9K - $93.3K
|
243K
$11.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.3KNew |
$357K - $445K
|
10.3K
$476K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 2.33% |
$34.7 - $43.2
|
44
$2.04K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10.5K- 37.61% |
$365K - $454K
|
17.4K
$807K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.91K- 3.48% |
$101K - $126K
|
80.5K
$3.73M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
49New |
$1.7K - $2.12K
|
49
$2.27K
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
52+ 0.28% |
$1.8K - $2.25K
|
18.7K
$864K
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-11.1K- 10.04% |
$385K - $480K
|
99.6K
$4.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
7.83K+ 4.86% |
$271K - $338K
|
169K
$7.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
1.53K+ 0.41% |
$53K - $66.1K
|
376K
$17.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.56K+ 28.55% |
$297K - $370K
|
38.5K
$1.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-114- 0.14% |
$3.95K - $4.93K
|
82.7K
$3.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.07K+ 0.4% |
$37.2K - $46.4K
|
271K
$12.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-7.13K- 2.77% |
$247K - $308K
|
251K
$11.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-1.21K- 6.81% |
$41.9K - $52.2K
|
16.5K
$765K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
232K+ 119.26% |
$8.04M - $10M
|
426K
$19.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.3K- 1.4% |
$44.9K - $56K
|
91.5K
$4.23M
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-54- 0.48% |
$1.87K - $2.33K
|
11.2K
$518K
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-3.03K- 0.69% |
$105K - $131K
|
437K
$20.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
41.1K+ 45.95% |
$1.42M - $1.77M
|
130K
$6.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.22KNew |
$285K - $355K
|
8.22K
$380K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
627+ 0.95% |
$21.7K - $27.1K
|
66.4K
$3.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
44.7K+ 15.61% |
$1.55M - $1.93M
|
331K
$15.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.8K- 2.88% |
$97K - $121K
|
94.3K
$4.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.29K+ 20.95% |
$79.4K - $99K
|
13.2K
$612K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-3.71K- 2.0% |
$129K - $160K
|
182K
$8.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
150K+ 350.41% |
$5.19M - $6.46M
|
192K
$8.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
300+ 8.49% |
$10.4K - $13K
|
3.83K
$177K
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
10.8KNew |
$373K - $465K
|
10.8K
$498K
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
SELL
|
- |
-21.9K- 50.68% |
$760K - $947K
|
21.3K
$987K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-373- 0.76% |
$12.9K - $16.1K
|
48.6K
$2.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-9.2K- 25.76% |
$319K - $398K
|
26.5K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
13.2K+ 3.44% |
$458K - $571K
|
398K
$18.4M
|