Latest Institutional Purchases of Dimensional ETF Tr (DFIV)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr (DFIV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.2M+ 1676.59% |
$806M - $1B
|
24.6M
$1.11B
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.1M+ 5.51% |
$38.3M - $47.7M
|
21.1M
$955M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.06MNew |
$36.9M - $45.9M
|
1.06M
$48.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
988K+ 144.56% |
$34.2M - $42.7M
|
1.67M
$75.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
820K+ 4.3% |
$28.4M - $35.4M
|
19.9M
$900M
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
770KNew |
$26.7M - $33.3M
|
770K
$34.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
739K+ 13.93% |
$25.6M - $31.9M
|
6.04M
$273M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
703KNew |
$24.4M - $30.4M
|
703K
$31.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
554K+ 18.44% |
$19.2M - $24M
|
3.56M
$161M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
543K+ 7.44% |
$18.8M - $23.4M
|
7.83M
$354M
|
|
|
Aug 08, 2025
Q2 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
415KNew |
$14.4M - $17.9M
|
415K
$18.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
414K+ 156.21% |
$14.3M - $17.9M
|
679K
$30.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
342KNew |
$11.9M - $14.8M
|
342K
$15.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
328K+ 33.62% |
$11.4M - $14.2M
|
1.3M
$58.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
315K+ 46.11% |
$10.9M - $13.6M
|
997K
$45.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
296K+ 129.55% |
$10.3M - $12.8M
|
524K
$23.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
294K+ 10.1% |
$10.2M - $12.7M
|
3.21M
$145M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
289K+ 7.98% |
$10M - $12.5M
|
3.91M
$177M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
261K+ 3.77% |
$9.04M - $11.3M
|
7.18M
$324M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
244K+ 7.53% |
$8.46M - $10.5M
|
3.49M
$158M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
232K+ 119.26% |
$8.04M - $10M
|
426K
$19.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
203KNew |
$7.05M - $8.79M
|
203K
$9.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
179K+ 193.06% |
$6.22M - $7.75M
|
272K
$12.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
160KNew |
$5.54M - $6.91M
|
160K
$7.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
150K+ 350.41% |
$5.19M - $6.46M
|
192K
$8.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
149K+ 29.57% |
$5.16M - $6.43M
|
652K
$29.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
135K+ 33.28% |
$4.69M - $5.84M
|
542K
$24.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
119KNew |
$4.14M - $5.16M
|
119K
$5.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
117K+ 27.78% |
$4.07M - $5.08M
|
540K
$24.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
117K+ 70.45% |
$4.07M - $5.07M
|
284K
$12.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
109K+ 4.11% |
$3.78M - $4.72M
|
2.77M
$125M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
107K+ 520.63% |
$3.72M - $4.63M
|
128K
$5.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
106KNew |
$3.68M - $4.58M
|
106K
$4.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
105K+ 7.37% |
$3.62M - $4.52M
|
1.52M
$68.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
96.5K+ 1.14% |
$3.35M - $4.17M
|
8.59M
$388M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
89.3K+ 27.31% |
$3.1M - $3.86M
|
416K
$18.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
88.2K+ 973.44% |
$3.06M - $3.81M
|
97.2K
$4.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
77K+ 142.04% |
$2.67M - $3.33M
|
131K
$5.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
72.8K+ 57.95% |
$2.52M - $3.14M
|
198K
$8.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
72.7K+ 5.11% |
$2.52M - $3.14M
|
1.5M
$67.6M
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
72KNew |
$2.5M - $3.11M
|
72K
$3.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
71.7K+ 4.74% |
$2.48M - $3.1M
|
1.58M
$71.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
70.2KNew |
$2.43M - $3.03M
|
70.2K
$3.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
69.4K+ 3.48% |
$2.41M - $3M
|
2.07M
$93.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
63.6K+ 28.66% |
$2.2M - $2.75M
|
285K
$12.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
55.5KNew |
$1.93M - $2.4M
|
55.5K
$2.51M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
55.3KNew |
$1.92M - $2.39M
|
55.3K
$2.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
53.8K+ 20.83% |
$1.86M - $2.32M
|
312K
$14.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
51.7K+ 4.67% |
$1.79M - $2.24M
|
1.16M
$52.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
50.3K+ 4.02% |
$1.75M - $2.18M
|
1.3M
$58.9M
|