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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
14.8KNew |
$524K - $604K
|
14.8K
$644K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
14.8K+ 9.91% |
$523K - $603K
|
164K
$7.13M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.2K+ 51.9% |
$501K - $578K
|
41.5K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
11.9K+ 23.55% |
$422K - $487K
|
62.7K
$2.72M
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
11.7K+ 2.84% |
$415K - $479K
|
425K
$18.5M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.6K+ 3.64% |
$411K - $475K
|
331K
$14.4M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
11.5K+ 68.79% |
$407K - $469K
|
28.2K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11.1K+ 6.8% |
$392K - $452K
|
174K
$7.56M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
11KNew |
$390K - $450K
|
11K
$480K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
10.8K+ 21.29% |
$383K - $442K
|
61.7K
$2.68M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.5K+ 104.18% |
$371K - $429K
|
20.6K
$895K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.4KNew |
$367K - $424K
|
10.4K
$452K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.1K+ 115.91% |
$357K - $412K
|
18.8K
$817K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
9.98KNew |
$353K - $407K
|
9.98K
$434K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
9.62K+ 2.77% |
$340K - $392K
|
357K
$15.5M
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
9.36K+ 92.46% |
$331K - $382K
|
19.5K
$846K
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
9.33K+ 1.1% |
$330K - $381K
|
856K
$37.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
9.23K+ 117.81% |
$326K - $376K
|
17.1K
$741K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
9.06KNew |
$320K - $369K
|
9.06K
$393K
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
9.06KNew |
$320K - $369K
|
9.06K
$393K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
8.95KNew |
$316K - $365K
|
8.95K
$389K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.68K+ 201.35% |
$307K - $354K
|
13K
$564K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.66K+ 4.74% |
$306K - $353K
|
192K
$8.32M
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
8.65KNew |
$306K - $353K
|
8.65K
$376K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.49K+ 7.25% |
$300K - $346K
|
126K
$5.46M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.31K+ 10.39% |
$294K - $339K
|
88.3K
$3.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
8.08KNew |
$286K - $330K
|
8.08K
$351K
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
7.72K+ 11.8% |
$273K - $315K
|
73.1K
$3.18M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
7.68K+ 9.01% |
$271K - $313K
|
92.9K
$4.03M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
7.57KNew |
$267K - $308K
|
7.57K
$329K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
7.54K+ 22.66% |
$266K - $307K
|
40.8K
$1.77M
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
7.51K+ 11.85% |
$265K - $306K
|
70.9K
$3.08M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
7.44K+ 4.95% |
$263K - $303K
|
158K
$6.86M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7.32K+ 22.36% |
$259K - $299K
|
40.1K
$1.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
6.93K+ 33.53% |
$245K - $283K
|
27.6K
$1.2M
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
6.44KNew |
$228K - $263K
|
6.44K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.41K+ 45.21% |
$227K - $261K
|
20.6K
$895K
|
|
|
May 07, 2025
Q1 2025
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
6.4K+ 10.42% |
$226K - $261K
|
67.8K
$2.95M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
6.36K+ 1.52% |
$225K - $259K
|
424K
$18.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
6.27KNew |
$222K - $256K
|
6.27K
$272K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
6.15KNew |
$217K - $251K
|
6.15K
$267K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
5.99KNew |
$212K - $244K
|
5.99K
$260K
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
5.82K+ 76.93% |
$206K - $237K
|
13.4K
$582K
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
5.74KNew |
$203K - $234K
|
5.74K
$249K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
5.66K+ 13.81% |
$200K - $231K
|
46.7K
$2.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
5.62KNew |
$199K - $229K
|
5.62K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.62K+ 3.99% |
$198K - $229K
|
146K
$6.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
5.57KNew |
$197K - $227K
|
5.57K
$242K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
5.54KNew |
$196K - $226K
|
5.54K
$241K
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
5.51KNew |
$195K - $224K
|
5.51K
$239K
|