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
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
23New |
$813 - $938
|
23
$999
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
22+ 0.36% |
$777 - $897
|
6.14K
$267K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
18+ 0.16% |
$636 - $734
|
11.6K
$504K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
17+ 0.09% |
$601 - $693
|
19.7K
$854K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17+ 0.03% |
$601 - $693
|
64.3K
$2.79M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
11+ 0.34% |
$389 - $448
|
3.22K
$140K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
11+ 0.02% |
$389 - $448
|
72.1K
$3.13M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
7+ 0.1% |
$247 - $285
|
6.82K
$296K
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6+ 0.0% |
$212 - $245
|
308K
$13.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$106 - $122
|
6.91K
$300K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.27% |
$35.3 - $40.8
|
374
$16.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
203KNew |
$7.08M - $7.72M
|
203K
$8.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
180KNew |
$6.28M - $6.84M
|
180K
$7.82M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
70.1K+ 586.93% |
$2.44M - $2.66M
|
82.1K
$3.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
34.7KNew |
$1.21M - $1.32M
|
34.7K
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
28KNew |
$975K - $1.06M
|
28K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
26.6K+ 120.7% |
$928K - $1.01M
|
48.7K
$2.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
24.3KNew |
$846K - $922K
|
24.3K
$1.05M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
22.8KNew |
$794K - $865K
|
22.8K
$990K
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
20.1KNew |
$700K - $762K
|
20.1K
$872K
|
|
|
May 01, 2025
Q4 2024
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
18.8KNew |
$654K - $713K
|
18.8K
$815K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
18.7KNew |
$652K - $711K
|
18.7K
$813K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
12.5K+ 13.48% |
$435K - $473K
|
105K
$4.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.4KNew |
$361K - $393K
|
10.4K
$450K
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
9.74KNew |
$340K - $370K
|
9.74K
$423K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.06K+ 4.06% |
$316K - $344K
|
232K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7.67K+ 8.3% |
$268K - $291K
|
100K
$4.35M
|
|
|
Mar 07, 2025
Q4 2024
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
6.98KNew |
$243K - $265K
|
6.98K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.96KNew |
$208K - $226K
|
5.96K
$259K
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
5.64KNew |
$197K - $214K
|
5.64K
$245K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
2.59KNew |
$90.4K - $98.5K
|
2.59K
$113K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.44K+ 77.77% |
$85K - $92.6K
|
5.58K
$242K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.25K+ 22.12% |
$78.4K - $85.4K
|
12.4K
$539K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
2.18KNew |
$76.1K - $82.9K
|
2.18K
$94.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2KNew |
$69.5K - $75.8K
|
2K
$86.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.79K+ 205.98% |
$62.4K - $68K
|
2.66K
$115K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.67K+ 2.27% |
$58.3K - $63.5K
|
75.4K
$3.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.6K+ 13.07% |
$55.8K - $60.8K
|
13.8K
$601K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.58KNew |
$55.2K - $60.1K
|
1.58K
$68.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
980New |
$34.2K - $37.2K
|
980
$42.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
970New |
$33.8K - $36.8K
|
970
$42.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
800+ 8.58% |
$27.9K - $30.4K
|
10.1K
$440K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
800New |
$27.9K - $30.4K
|
800
$34.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
784New |
$27.3K - $29.8K
|
784
$34K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
549+ 160.53% |
$19.1K - $20.8K
|
891
$38.7K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
520New |
$18.1K - $19.7K
|
520
$22.6K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
489+ 173.4% |
$17K - $18.6K
|
771
$33.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
307+ 276.58% |
$10.7K - $11.7K
|
418
$18.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
207New |
$7.22K - $7.86K
|
207
$8.99K
|
|