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 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-12.2K- 2.72% |
$431K - $497K
|
437K
$18.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-3.13K- 3.61% |
$111K - $128K
|
83.4K
$3.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.31KNew |
$188K - $216K
|
5.31K
$230K
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
7.44K+ 4.95% |
$263K - $303K
|
158K
$6.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
87.6K+ 139.05% |
$3.09M - $3.57M
|
151K
$6.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
962+ 13.56% |
$34K - $39.2K
|
8.06K
$349K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-5.48K- 5.36% |
$194K - $224K
|
96.8K
$4.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
35.8KNew |
$1.26M - $1.46M
|
35.8K
$1.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
4.13K+ 1.98% |
$146K - $168K
|
213K
$9.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
81.1K+ 14.61% |
$2.86M - $3.3M
|
636K
$27.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
2.31K+ 7.0% |
$81.6K - $94.2K
|
35.3K
$1.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.03K- 11.59% |
$36.4K - $42K
|
7.86K
$340K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.8K+ 9.84% |
$382K - $441K
|
121K
$5.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-3.25K- 2.22% |
$115K - $132K
|
143K
$6.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-4.15K- 7.48% |
$147K - $169K
|
51.4K
$2.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
111KNew |
$3.91M - $4.51M
|
111K
$4.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.31KNew |
$187K - $216K
|
5.31K
$230K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
23.8K+ 126.48% |
$842K - $972K
|
42.7K
$1.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
35.9K+ 32.37% |
$1.27M - $1.47M
|
147K
$6.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
4.87K+ 14.1% |
$172K - $198K
|
39.4K
$1.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-240- 0.89% |
$8.48K - $9.78K
|
26.9K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-431- 1.8% |
$15.2K - $17.6K
|
23.6K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
318+ 0.72% |
$11.2K - $13K
|
44.8K
$1.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
11.8K+ 2.76% |
$418K - $482K
|
440K
$19M
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-2.39K- 16.1% |
$84.3K - $97.3K
|
12.4K
$538K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.9K- 13.59% |
$1.2M - $1.38M
|
215K
$9.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-217- 0.22% |
$7.67K - $8.85K
|
97.1K
$4.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-37.8K- 2.73% |
$1.34M - $1.54M
|
1.35M
$58.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
5.23KNew |
$185K - $213K
|
5.23K
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-2.79K- 5.04% |
$98.7K - $114K
|
52.6K
$2.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
1.23K+ 2.19% |
$43.6K - $50.3K
|
57.5K
$2.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
635+ 0.67% |
$22.4K - $25.9K
|
94.9K
$4.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
108+ 1.23% |
$3.82K - $4.4K
|
8.87K
$384K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-620- 0.6% |
$21.9K - $25.3K
|
103K
$4.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
127+ 1.29% |
$4.49K - $5.18K
|
9.97K
$431K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
50.9K+ 3.71% |
$1.8M - $2.07M
|
1.42M
$61.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
21+ 0.04% |
$742 - $856
|
49K
$2.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-3.46K- 1.63% |
$122K - $141K
|
209K
$9.05M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
31K+ 2.91% |
$1.1M - $1.26M
|
1.1M
$47.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-367- 4.5% |
$13K - $15K
|
7.79K
$337K
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-13.7K- 63.77% |
$484K - $559K
|
7.79K
$337K
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-5.64K- 13.41% |
$199K - $230K
|
36.4K
$1.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-7.54K- 5.01% |
$266K - $307K
|
143K
$6.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-24.3K- 1.9% |
$859K - $992K
|
1.25M
$54.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-52.7K- 16.72% |
$1.86M - $2.15M
|
263K
$11.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
7.72K+ 11.8% |
$273K - $315K
|
73.1K
$3.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
1.9KNew |
$67.2K - $77.5K
|
1.9K
$82.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2- 0.01% |
$70.7 - $81.5
|
32.2K
$1.39M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
5.51KNew |
$195K - $224K
|
5.51K
$238K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-8.05K- 22.35% |
$284K - $328K
|
28K
$1.21M
|