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 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
1.25K+ 7.57% |
$44K - $50.8K
|
17.7K
$769K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
1.23K+ 2.19% |
$43.6K - $50.3K
|
57.5K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.12K+ 2.59% |
$39.6K - $45.7K
|
44.4K
$1.93M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.12K+ 7.67% |
$39.5K - $45.6K
|
15.7K
$682K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.12K+ 10.06% |
$39.5K - $45.6K
|
12.2K
$531K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.09KNew |
$38.5K - $44.4K
|
1.09K
$47.3K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.09K+ 7.96% |
$38.4K - $44.4K
|
14.8K
$641K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.04K+ 60.37% |
$36.7K - $42.4K
|
2.76K
$120K
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
BUY
|
- |
987+ 0.93% |
$34.9K - $40.2K
|
107K
$4.67M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
968+ 9.73% |
$34.2K - $39.5K
|
10.9K
$474K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
966+ 41.09% |
$34.1K - $39.4K
|
3.32K
$144K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
857New |
$30.3K - $34.9K
|
857
$37.2K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
785+ 39.17% |
$27.7K - $32K
|
2.79K
$121K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
784+ 11.65% |
$27.7K - $32K
|
7.52K
$326K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
635+ 3.77% |
$22.4K - $25.9K
|
17.5K
$760K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
600+ 4.14% |
$21.2K - $24.5K
|
15.1K
$655K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
596New |
$21.1K - $24.3K
|
596
$25.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
594+ 0.99% |
$21K - $24.2K
|
60.7K
$2.64M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
544+ 1.25% |
$19.2K - $22.2K
|
44.1K
$1.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
459New |
$16.2K - $18.7K
|
459
$19.9K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
435New |
$15.4K - $17.7K
|
435
$18.9K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
400+ 1.86% |
$14.1K - $16.3K
|
21.9K
$953K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
327+ 3.13% |
$11.6K - $13.3K
|
10.8K
$468K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
318+ 0.72% |
$11.2K - $13K
|
44.8K
$1.94M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
315New |
$11.1K - $12.8K
|
315
$13.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
268+ 1.14% |
$9.47K - $10.9K
|
23.7K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
245+ 2.99% |
$8.66K - $9.99K
|
8.44K
$367K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
244+ 0.69% |
$8.62K - $9.95K
|
35.9K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
218+ 2.34% |
$7.7K - $8.89K
|
9.54K
$414K
|
|
|
May 06, 2025
Q1 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
209+ 2.34% |
$7.38K - $8.52K
|
9.14K
$397K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
200+ 1.73% |
$7.07K - $8.15K
|
11.7K
$510K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
200New |
$7.07K - $8.15K
|
200
$8.69K
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
172+ 0.08% |
$6.08K - $7.01K
|
207K
$8.98M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
171+ 0.27% |
$6.04K - $6.97K
|
62.8K
$2.73M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
157+ 2.15% |
$5.55K - $6.4K
|
7.46K
$324K
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
149+ 0.25% |
$5.26K - $6.07K
|
60K
$2.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
145New |
$5.12K - $5.91K
|
145
$6.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
143New |
$5.05K - $5.83K
|
143
$6.21K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
132+ 1.58% |
$4.66K - $5.38K
|
8.48K
$368K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
127+ 1.29% |
$4.49K - $5.18K
|
9.97K
$433K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
108+ 1.23% |
$3.82K - $4.4K
|
8.87K
$385K
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
99+ 97.06% |
$3.5K - $4.04K
|
201
$8.73K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
90+ 0.34% |
$3.18K - $3.67K
|
26.6K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
75+ 0.29% |
$2.65K - $3.06K
|
26.3K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
68+ 0.28% |
$2.4K - $2.77K
|
24.5K
$1.06M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
68+ 0.27% |
$2.4K - $2.77K
|
25.5K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
58+ 0.34% |
$2.05K - $2.36K
|
17.2K
$745K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
30+ 0.36% |
$1.06K - $1.22K
|
8.45K
$367K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
30+ 0.36% |
$1.06K - $1.22K
|
8.39K
$364K
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
26+ 0.03% |
$919 - $1.06K
|
76.5K
$3.32M
|