Latest Institutional Sells of Dimensional ETF Tr (DFIV)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr (DFIV) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-86.3K- 16.38% |
$2.99M - $3.73M
|
441K
$19.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-63.2K- 1.85% |
$2.19M - $2.73M
|
3.35M
$145M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-47.4K- 30.32% |
$1.64M - $2.05M
|
109K
$4.73M
|
|
|
Jul 08, 2025
Q2 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-42.2K- 9.84% |
$1.46M - $1.83M
|
387K
$16.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-34.4K- 1.85% |
$1.19M - $1.49M
|
1.82M
$79.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-27.5K- 2.29% |
$955K - $1.19M
|
1.17M
$51M
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
SELL
|
- |
-21.9K- 50.68% |
$760K - $947K
|
21.3K
$926K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-20.7K- 1.69% |
$719K - $896K
|
1.21M
$52.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-20.1K- 7.64% |
$696K - $867K
|
242K
$10.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-18.1K- 14.82% |
$627K - $781K
|
104K
$4.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-13K- 3.04% |
$452K - $563K
|
415K
$18M
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-11.1K- 10.04% |
$385K - $480K
|
99.6K
$4.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10.5K- 37.61% |
$365K - $454K
|
17.4K
$758K
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-10.5K- 1.78% |
$363K - $452K
|
578K
$25.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-9.2K- 25.76% |
$319K - $398K
|
26.5K
$1.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-8.5K- 53.37% |
$295K - $367K
|
7.43K
$323K
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-8.34K- 2.29% |
$289K - $360K
|
356K
$15.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-7.13K- 2.77% |
$247K - $308K
|
251K
$10.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-6.48K- 0.87% |
$225K - $280K
|
738K
$32M
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-6.19K- 44.29% |
$215K - $268K
|
7.79K
$338K
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-5.67K- 45.62% |
$197K - $245K
|
6.76K
$294K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-4.67K- 2.8% |
$162K - $202K
|
162K
$7.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-3.71K- 2.0% |
$129K - $160K
|
182K
$7.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-3.6K- 14.97% |
$125K - $156K
|
20.5K
$889K
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-3.03K- 0.69% |
$105K - $131K
|
437K
$19M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.91K- 3.48% |
$101K - $126K
|
80.5K
$3.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.8K- 2.88% |
$97K - $121K
|
94.3K
$4.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.75K- 2.24% |
$95.3K - $119K
|
120K
$5.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-2.5K- 0.7% |
$86.7K - $108K
|
353K
$15.4M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2.48K- 0.62% |
$86.1K - $107K
|
397K
$17.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-2.3K- 3.71% |
$79.9K - $99.6K
|
59.8K
$2.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-2.24K- 0.85% |
$77.7K - $96.8K
|
262K
$11.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.18K- 2.9% |
$75.6K - $94.3K
|
73.1K
$3.18M
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-2.08K- 1.88% |
$71.9K - $89.7K
|
108K
$4.71M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.07K- 1.61% |
$71.8K - $89.5K
|
126K
$5.49M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.92K- 1.81% |
$66.4K - $82.7K
|
104K
$4.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.84K- 14.99% |
$63.7K - $79.4K
|
10.4K
$453K
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-1.77K- 20.41% |
$61.4K - $76.6K
|
6.91K
$300K
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-1.72K- 0.98% |
$59.6K - $74.2K
|
174K
$7.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1.5K- 19.45% |
$52.1K - $64.9K
|
6.22K
$270K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-1.31K- 50.0% |
$45.6K - $56.8K
|
1.31K
$57.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.3K- 1.4% |
$44.9K - $56K
|
91.5K
$3.97M
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-1.26K- 0.38% |
$43.8K - $54.6K
|
329K
$14.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-1.21K- 6.81% |
$41.9K - $52.2K
|
16.5K
$718K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-1.12K- 3.17% |
$38.8K - $48.4K
|
34.2K
$1.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-901- 1.07% |
$31.2K - $38.9K
|
83.7K
$3.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-775- 1.54% |
$26.9K - $33.5K
|
49.6K
$2.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-727- 3.11% |
$25.2K - $31.4K
|
22.6K
$983K
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-676- 3.0% |
$23.4K - $29.2K
|
21.8K
$948K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-576- 0.35% |
$20K - $24.9K
|
163K
$7.09M
|