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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
148New |
$5.16K - $5.62K
|
148
$6.43K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
132+ 6.35% |
$4.6K - $5.01K
|
2.21K
$96.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
106+ 0.1% |
$3.7K - $4.02K
|
107K
$4.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
86+ 0.3% |
$3K - $3.27K
|
28.6K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
64New |
$2.23K - $2.43K
|
64
$2.78K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
58+ 0.98% |
$2.02K - $2.2K
|
5.97K
$259K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
13+ 0.18% |
$453 - $494
|
7.05K
$306K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.71% |
$34.9 - $38
|
141
$6.12K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
1New |
$34.9 - $38
|
1
$43.4
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
137K+ 7.92% |
$4.74M - $5.25M
|
1.86M
$81M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
101KNew |
$3.48M - $3.86M
|
101K
$4.36M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
41KNew |
$1.42M - $1.57M
|
41K
$1.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
29.2K+ 10.76% |
$1.01M - $1.12M
|
300K
$13M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
19.8KNew |
$685K - $758K
|
19.8K
$858K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
12.3KNew |
$425K - $470K
|
12.3K
$532K
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
11.8KNew |
$408K - $452K
|
11.8K
$512K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.22KNew |
$216K - $239K
|
6.22K
$270K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2.58K+ 3.47% |
$89.2K - $98.8K
|
76.9K
$3.34M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.32KNew |
$80.5K - $89.2K
|
2.32K
$101K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.01K+ 18.93% |
$69.6K - $77.1K
|
12.6K
$548K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.34KNew |
$46.3K - $51.2K
|
1.34K
$58K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
981+ 2.66% |
$34K - $37.7K
|
37.8K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
550New |
$19.1K - $21.1K
|
550
$23.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
370New |
$12.8K - $14.2K
|
370
$16.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
BUY
|
- |
236+ 0.61% |
$8.18K - $9.06K
|
38.9K
$1.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
160New |
$5.55K - $6.14K
|
160
$6.95K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
152New |
$5.27K - $5.83K
|
152
$6.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
100New |
$3.47K - $3.84K
|
100
$4.34K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
674KNew |
$23.9M - $25.6M
|
674K
$29.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
15.9KNew |
$564K - $604K
|
15.9K
$690K
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$464K - $497K
|
13.1K
$568K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
11.8KNew |
$419K - $449K
|
11.8K
$513K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
10.6KNew |
$377K - $404K
|
10.6K
$462K
|
|
|
Aug 13, 2024
Q2 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
10.1K+ 2.77% |
$357K - $383K
|
374K
$16.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
9.17KNew |
$326K - $349K
|
9.17K
$398K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
8.47KNew |
$301K - $322K
|
8.47K
$368K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5.77KNew |
$205K - $219K
|
5.77K
$251K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.1KNew |
$74.6K - $79.8K
|
2.1K
$91.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.7KNew |
$60.4K - $64.6K
|
1.7K
$73.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.09K+ 5.45% |
$38.7K - $41.4K
|
21.1K
$916K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.05KNew |
$37.1K - $39.7K
|
1.05K
$45.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
776New |
$27.5K - $29.5K
|
776
$33.7K
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
666New |
$23.6K - $25.3K
|
666
$28.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
401New |
$14.2K - $15.2K
|
401
$17.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
376New |
$13.3K - $14.3K
|
376
$16.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
309+ 3.55% |
$11K - $11.7K
|
9.01K
$391K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
260New |
$9.23K - $9.89K
|
260
$11.3K
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
258New |
$9.16K - $9.81K
|
258
$11.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
68New |
$2.41K - $2.59K
|
68
$2.95K
|
|