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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
117KNew |
$4.15M - $4.79M
|
117K
$5.1M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
112K+ 203.14% |
$3.94M - $4.55M
|
167K
$7.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
111KNew |
$3.91M - $4.51M
|
111K
$4.81M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
93.9K+ 296.7% |
$3.32M - $3.83M
|
126K
$5.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
93.6K+ 3.65% |
$3.31M - $3.82M
|
2.66M
$115M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
88.6KNew |
$3.13M - $3.61M
|
88.6K
$3.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
84.7KNew |
$2.99M - $3.45M
|
84.7K
$3.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
81.1K+ 14.61% |
$2.86M - $3.3M
|
636K
$27.6M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
75.7K+ 573.49% |
$2.67M - $3.09M
|
88.9K
$3.86M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
72.7K+ 36.03% |
$2.57M - $2.96M
|
275K
$11.9M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
71.9K+ 20.78% |
$2.54M - $2.93M
|
418K
$18.1M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
66.7KNew |
$2.36M - $2.72M
|
66.7K
$2.9M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
59.6KNew |
$2.11M - $2.43M
|
59.6K
$2.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
54.5K+ 289.53% |
$1.93M - $2.22M
|
73.4K
$3.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
53.6KNew |
$1.89M - $2.19M
|
53.6K
$2.33M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
47.3K+ 10.06% |
$1.67M - $1.93M
|
517K
$22.5M
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
47.1K+ 10.44% |
$1.66M - $1.92M
|
498K
$21.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
45.7K+ 7.17% |
$1.62M - $1.86M
|
683K
$29.7M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
44.8K+ 11.86% |
$1.58M - $1.83M
|
423K
$18.4M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
44.8K+ 10.84% |
$1.58M - $1.82M
|
458K
$19.9M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
44.5K+ 6.84% |
$1.57M - $1.81M
|
694K
$30.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
43.7KNew |
$1.54M - $1.78M
|
43.7K
$1.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
43.3K+ 7.04% |
$1.53M - $1.77M
|
658K
$28.6M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
43.3K+ 12.69% |
$1.53M - $1.76M
|
384K
$16.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
42.5KNew |
$1.5M - $1.73M
|
42.5K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
41.3K+ 3.0% |
$1.46M - $1.68M
|
1.42M
$61.6M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
40.4KNew |
$1.43M - $1.65M
|
40.4K
$1.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
40.1K+ 284.68% |
$1.42M - $1.63M
|
54.2K
$2.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
35.9K+ 32.37% |
$1.27M - $1.47M
|
147K
$6.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
35.8KNew |
$1.26M - $1.46M
|
35.8K
$1.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
33.8K+ 13.54% |
$1.2M - $1.38M
|
284K
$12.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
33.3K+ 11.79% |
$1.18M - $1.36M
|
315K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
31.9KNew |
$1.13M - $1.3M
|
31.9K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
31K+ 2.91% |
$1.1M - $1.26M
|
1.1M
$47.6M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
29.8K+ 11.19% |
$1.05M - $1.22M
|
297K
$12.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
26.9K+ 190.51% |
$950K - $1.1M
|
41K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
26.5K+ 19.3% |
$934K - $1.08M
|
163K
$7.1M
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
26.2KNew |
$924K - $1.07M
|
26.2K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25KNew |
$884K - $1.02M
|
25K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
24.4KNew |
$860K - $993K
|
24.4K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
23.1K+ 82.18% |
$815K - $941K
|
51.2K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
22.8K+ 26.34% |
$805K - $928K
|
109K
$4.74M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
18.9K+ 57.45% |
$669K - $772K
|
51.9K
$2.25M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18.2K+ 5.27% |
$643K - $742K
|
364K
$15.8M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
17.3K+ 5.93% |
$612K - $706K
|
309K
$13.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
16K+ 7.54% |
$565K - $651K
|
228K
$9.89M
|
|
|
Jul 08, 2025
Q1 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
15.9K+ 0.87% |
$563K - $649K
|
1.85M
$80.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
15.8K+ 5.14% |
$559K - $646K
|
324K
$14.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
15.8KNew |
$559K - $645K
|
15.8K
$687K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
15.4K+ 1.31% |
$545K - $628K
|
1.19M
$51.7M
|