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 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
388New |
$13.5K - $16.8K
|
388
$16.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
368New |
$12.8K - $15.9K
|
368
$16K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
358+ 1.3% |
$12.4K - $15.5K
|
27.9K
$1.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
300+ 8.49% |
$10.4K - $13K
|
3.83K
$167K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
285+ 3.63% |
$9.88K - $12.3K
|
8.15K
$354K
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
262+ 0.12% |
$9.08K - $11.3K
|
213K
$9.27M
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
234+ 0.84% |
$8.11K - $10.1K
|
28.1K
$1.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
220+ 1.15% |
$7.63K - $9.51K
|
19.4K
$842K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
215+ 2.73% |
$7.45K - $9.29K
|
8.08K
$351K
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
200+ 0.14% |
$6.93K - $8.64K
|
139K
$6.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
160+ 1.75% |
$5.55K - $6.91K
|
9.32K
$405K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
153+ 2.64% |
$5.3K - $6.61K
|
5.95K
$258K
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
136+ 0.16% |
$4.72K - $5.88K
|
85.8K
$3.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
97+ 0.24% |
$3.36K - $4.19K
|
41.3K
$1.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
52+ 0.28% |
$1.8K - $2.25K
|
18.7K
$811K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
49New |
$1.7K - $2.12K
|
49
$2.13K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
47+ 0.79% |
$1.63K - $2.03K
|
6.02K
$261K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
46+ 0.32% |
$1.59K - $1.99K
|
14.5K
$631K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
34+ 1.79% |
$1.18K - $1.47K
|
1.94K
$84.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
31+ 0.05% |
$1.07K - $1.34K
|
65K
$2.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
20+ 0.09% |
$693 - $864
|
21.9K
$952K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17+ 0.27% |
$589 - $735
|
6.37K
$277K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
15+ 0.07% |
$520 - $648
|
20.6K
$894K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
3+ 0.03% |
$104 - $130
|
11.1K
$484K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 2.33% |
$34.7 - $43.2
|
44
$1.91K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.07MNew |
$73.2M - $84.5M
|
2.07M
$90M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.31M+ 7.36% |
$46.2M - $53.4M
|
19.1M
$830M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.2MNew |
$42.4M - $49M
|
1.2M
$52.2M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
930K+ 62.97% |
$32.9M - $37.9M
|
2.41M
$105M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
617K+ 20.52% |
$21.8M - $25.2M
|
3.62M
$157M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
471K+ 42.39% |
$16.7M - $19.2M
|
1.58M
$68.8M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
453KNew |
$16M - $18.5M
|
453K
$19.7M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
449K+ 16.08% |
$15.9M - $18.3M
|
3.24M
$141M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
440K+ 82.29% |
$15.6M - $18M
|
976K
$42.4M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
409K+ 118.53% |
$14.4M - $16.7M
|
754K
$32.7M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
371K+ 119.27% |
$13.1M - $15.1M
|
683K
$29.6M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
342K+ 12.83% |
$12.1M - $13.9M
|
3.01M
$131M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
338K+ 1331.97% |
$11.9M - $13.8M
|
364K
$15.8M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
289K+ 26.33% |
$10.2M - $11.8M
|
1.39M
$60.2M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
272K+ 3.87% |
$9.61M - $11.1M
|
7.29M
$317M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
270KNew |
$9.53M - $11M
|
270K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
268KNew |
$9.47M - $10.9M
|
268K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
264K+ 186.08% |
$9.34M - $10.8M
|
406K
$17.6M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
227KNew |
$8.01M - $9.24M
|
227K
$9.85M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
216K+ 4.01% |
$7.62M - $8.79M
|
5.59M
$243M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
210K+ 2.54% |
$7.42M - $8.56M
|
8.49M
$369M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
210K+ 21.12% |
$7.42M - $8.56M
|
1.2M
$52.3M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
201K+ 2.99% |
$7.1M - $8.19M
|
6.92M
$300M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
179K+ 10.84% |
$6.31M - $7.28M
|
1.83M
$79.3M
|
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
148KNew |
$5.21M - $6.02M
|
148K
$6.41M
|
|