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 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
5.48KNew |
$194K - $223K
|
5.48K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.48KNew |
$193K - $223K
|
5.48K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.32K+ 3.8% |
$188K - $217K
|
145K
$6.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.31KNew |
$188K - $216K
|
5.31K
$231K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.31KNew |
$187K - $216K
|
5.31K
$230K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
5.23KNew |
$185K - $213K
|
5.23K
$227K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
4.94K+ 5.11% |
$174K - $201K
|
102K
$4.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
4.87K+ 14.1% |
$172K - $198K
|
39.4K
$1.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.66K+ 26.05% |
$165K - $190K
|
22.5K
$979K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.58K+ 56.9% |
$162K - $187K
|
12.6K
$548K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
4.22K+ 24.19% |
$149K - $172K
|
21.6K
$940K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
4.11K+ 1.26% |
$145K - $167K
|
330K
$14.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
4.09K+ 3.09% |
$144K - $167K
|
137K
$5.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
3.85K+ 3.89% |
$136K - $157K
|
103K
$4.47M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.8K+ 1.46% |
$134K - $155K
|
264K
$11.5M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.69K+ 20.93% |
$130K - $151K
|
21.3K
$926K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.65K+ 2.13% |
$129K - $149K
|
175K
$7.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
3.55K+ 3.93% |
$125K - $145K
|
93.8K
$4.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
3.46K+ 0.96% |
$122K - $141K
|
364K
$15.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.35K+ 5.69% |
$118K - $136K
|
62.2K
$2.7M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.29K+ 2.7% |
$116K - $134K
|
125K
$5.44M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
3.2K+ 3.55% |
$113K - $130K
|
93.3K
$4.05M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.16K+ 1708.65% |
$112K - $129K
|
3.35K
$145K
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
3.15K+ 0.68% |
$111K - $128K
|
467K
$20.3M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.1K+ 8.94% |
$109K - $126K
|
37.7K
$1.64M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
3.08K+ 6.24% |
$109K - $126K
|
52.5K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
2.94K+ 7.15% |
$104K - $120K
|
44.1K
$1.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
2.72K+ 3.49% |
$96.2K - $111K
|
80.7K
$3.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.56K+ 10.86% |
$90.5K - $104K
|
26.1K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
2.52KNew |
$88.9K - $103K
|
2.52K
$109K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2.34K+ 0.46% |
$82.7K - $95.5K
|
507K
$22M
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.28K+ 1.94% |
$80.5K - $92.9K
|
120K
$5.2M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.15K+ 6.69% |
$75.9K - $87.6K
|
34.3K
$1.49M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.13K+ 2.55% |
$75.1K - $86.6K
|
85.4K
$3.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
2.07K+ 10.13% |
$73.3K - $84.6K
|
22.6K
$979K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.99K+ 0.35% |
$70.3K - $81.2K
|
566K
$24.6M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.97K+ 3.29% |
$69.5K - $80.2K
|
61.7K
$2.68M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.92K+ 6.22% |
$67.7K - $78.1K
|
32.7K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.88KNew |
$66.5K - $76.7K
|
1.88K
$81.7K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.87K+ 7.08% |
$66K - $76.2K
|
28.2K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.85KNew |
$65.3K - $75.4K
|
1.85K
$80.3K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.78K+ 20.85% |
$62.8K - $72.5K
|
10.3K
$448K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.54K+ 0.95% |
$54.2K - $62.6K
|
163K
$7.1M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.53K+ 9.4% |
$54.2K - $62.5K
|
17.8K
$774K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.52KNew |
$53.7K - $62K
|
1.52K
$66K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.52K+ 6.42% |
$53.6K - $61.9K
|
25.2K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.45K+ 7.91% |
$51.3K - $59.2K
|
19.8K
$860K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.41K+ 8.67% |
$49.9K - $57.6K
|
17.7K
$769K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.35K+ 5.41% |
$47.8K - $55.1K
|
26.3K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.29K+ 14.88% |
$45.5K - $52.5K
|
9.94K
$432K
|