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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-33K- 3.0% |
$1.15M - $1.25M
|
1.07M
$38.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-24.3K- 68.6% |
$848K - $924K
|
11.1K
$402K
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-18.4K- 2.97% |
$640K - $697K
|
601K
$21.7M
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-10.5K- 2.78% |
$366K - $399K
|
368K
$13.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-8.28K- 0.65% |
$289K - $314K
|
1.26M
$45.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-5.53K- 3.55% |
$193K - $210K
|
150K
$5.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.7K- 32.37% |
$164K - $178K
|
9.81K
$354K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-3.81K- 10.36% |
$133K - $145K
|
33K
$1.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-2.24K- 13.01% |
$77.9K - $84.9K
|
14.9K
$539K
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-1.27K- 6.04% |
$44.3K - $48.3K
|
19.8K
$714K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.11K- 2.98% |
$38.6K - $42K
|
36K
$1.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.01K- 4.13% |
$35.2K - $38.4K
|
23.5K
$847K
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-556- 3.7% |
$19.4K - $21.1K
|
14.5K
$522K
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-251- 0.05% |
$8.75K - $9.53K
|
463K
$16.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-223- 7.05% |
$7.77K - $8.47K
|
2.94K
$106K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-181- 0.78% |
$6.31K - $6.87K
|
23.2K
$836K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-177- 0.9% |
$6.17K - $6.72K
|
19.6K
$707K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-177- 0.08% |
$6.17K - $6.72K
|
209K
$7.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-117- 0.03% |
$4.08K - $4.44K
|
445K
$16.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-110- 0.01% |
$3.83K - $4.18K
|
1.91M
$68.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-57- 0.98% |
$1.99K - $2.16K
|
5.76K
$208K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-5- 0.03% |
$174 - $190
|
14.4K
$521K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.52M- 88.97% |
$122M - $135M
|
436K
$15.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-678K- 37.4% |
$23.5M - $26M
|
1.14M
$41M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-179K- 95.81% |
$6.2M - $6.87M
|
7.82K
$282K
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-165K- 35.46% |
$5.73M - $6.34M
|
301K
$10.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-115K- 29.77% |
$3.98M - $4.41M
|
271K
$9.78M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-105K- 55.52% |
$3.62M - $4.01M
|
83.7K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-81.7K- 25.37% |
$2.83M - $3.13M
|
240K
$8.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-76K- 51.55% |
$2.63M - $2.92M
|
71.4K
$2.58M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-53.6K- 1.48% |
$1.86M - $2.06M
|
3.56M
$129M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-49.8K- 1.18% |
$1.73M - $1.91M
|
4.17M
$150M
|
|
|
Nov 12, 2024
Q3 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-43.7K- 2.42% |
$1.51M - $1.68M
|
1.76M
$63.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-35.9K- 5.7% |
$1.24M - $1.38M
|
593K
$21.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-35.6K- 92.74% |
$1.23M - $1.37M
|
2.79K
$101K
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-31.1K- 10.5% |
$1.08M - $1.2M
|
266K
$9.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-28.4K- 0.77% |
$985K - $1.09M
|
3.64M
$131M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-26.9K- 31.62% |
$931K - $1.03M
|
58.1K
$2.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-24.4K- 4.38% |
$847K - $938K
|
534K
$19.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-20.7K- 2.42% |
$716K - $793K
|
833K
$30.1M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20.6K- 5.44% |
$715K - $792K
|
359K
$13M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-20.4K- 14.91% |
$709K - $785K
|
117K
$4.21M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-20.3K- 6.81% |
$702K - $778K
|
277K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-19.7K- 11.25% |
$682K - $755K
|
155K
$5.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.8K- 5.06% |
$652K - $722K
|
353K
$12.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-17.4K- 39.77% |
$604K - $669K
|
26.4K
$952K
|
|
|
Nov 04, 2024
Q3 2024
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-16.4K- 11.42% |
$568K - $629K
|
127K
$4.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-16K- 0.9% |
$556K - $616K
|
1.76M
$63.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-15.7K- 0.44% |
$545K - $603K
|
3.53M
$128M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-13.8K- 11.49% |
$480K - $531K
|
107K
$3.85M
|
|