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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9.66K+ 94.88% |
$335K - $418K
|
19.9K
$862K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
8.76K+ 47.73% |
$304K - $378K
|
27.1K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.56K+ 28.55% |
$297K - $370K
|
38.5K
$1.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.22KNew |
$285K - $355K
|
8.22K
$357K
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
8.12K+ 1.28% |
$281K - $351K
|
644K
$27.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
7.83K+ 4.86% |
$271K - $338K
|
169K
$7.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
7.45K+ 8.38% |
$258K - $322K
|
96.4K
$4.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
7.32K+ 14.97% |
$254K - $316K
|
56.2K
$2.44M
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
6.91KNew |
$240K - $299K
|
6.91K
$300K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.86K+ 5.68% |
$238K - $296K
|
127K
$5.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
BUY
|
- |
6.58K+ 20.29% |
$228K - $284K
|
39K
$1.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
6.24KNew |
$216K - $270K
|
6.24K
$271K
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
5.63KNew |
$195K - $243K
|
5.63K
$245K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.31K+ 37.25% |
$184K - $229K
|
19.5K
$849K
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
5.13K+ 2.41% |
$178K - $222K
|
218K
$9.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
5.05KNew |
$175K - $218K
|
5.05K
$219K
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
5KNew |
$173K - $216K
|
5K
$217K
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
4.97KNew |
$172K - $215K
|
4.97K
$216K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.89K+ 67.49% |
$170K - $211K
|
12.1K
$527K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
4.73KNew |
$164K - $204K
|
4.73K
$205K
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
4.57K+ 3.54% |
$158K - $197K
|
134K
$5.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
4.24K+ 44.7% |
$147K - $183K
|
13.7K
$596K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
4.14K+ 37.81% |
$143K - $179K
|
15.1K
$655K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
3.75K+ 118.5% |
$130K - $162K
|
6.91K
$300K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.57K+ 3.76% |
$124K - $154K
|
98.5K
$4.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3.28K+ 0.75% |
$114K - $142K
|
440K
$19.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.13K+ 3.2% |
$108K - $135K
|
101K
$4.37M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
3.05K+ 10.47% |
$106K - $132K
|
32.2K
$1.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
2.35KNew |
$81.3K - $101K
|
2.35K
$102K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.29K+ 20.95% |
$79.4K - $99K
|
13.2K
$574K
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
2.23K+ 1.48% |
$77.4K - $96.5K
|
153K
$6.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2.16K+ 0.9% |
$74.9K - $93.3K
|
243K
$10.6M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
2.12K+ 16.79% |
$73.6K - $91.7K
|
14.8K
$641K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.1K+ 10.31% |
$72.7K - $90.7K
|
22.4K
$975K
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.85K+ 1.53% |
$64.1K - $79.9K
|
123K
$5.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.56K+ 1.09% |
$54.1K - $67.5K
|
145K
$6.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
1.53K+ 0.41% |
$53K - $66.1K
|
376K
$16.3M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
1.53K+ 6.96% |
$53K - $66.1K
|
23.5K
$1.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.32KNew |
$45.7K - $57K
|
1.32K
$57.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.26K+ 3.37% |
$43.6K - $54.4K
|
38.6K
$1.68M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.25K+ 13.08% |
$43.2K - $53.8K
|
10.8K
$468K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
1.13K+ 11.89% |
$39.1K - $48.8K
|
10.6K
$461K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.07K+ 0.4% |
$37.2K - $46.4K
|
271K
$11.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
958+ 45.47% |
$33.2K - $41.4K
|
3.07K
$133K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
880+ 3.22% |
$30.5K - $38K
|
28.2K
$1.22M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
834+ 1.11% |
$28.9K - $36K
|
76.2K
$3.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
760+ 9.43% |
$26.3K - $32.8K
|
8.82K
$383K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
627+ 0.95% |
$21.7K - $27.1K
|
66.4K
$2.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
576+ 4.73% |
$20K - $24.9K
|
12.8K
$554K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
493+ 5.24% |
$17.1K - $21.3K
|
9.9K
$430K
|