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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-146K- 75.94% |
$5.05M - $6.29M
|
46.1K
$2.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-109K- 14.28% |
$3.79M - $4.73M
|
657K
$29.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-105K- 6.47% |
$3.63M - $4.53M
|
1.52M
$68.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-86.3K- 16.38% |
$2.99M - $3.73M
|
441K
$19.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-65.3K- 9.91% |
$2.26M - $2.82M
|
593K
$26.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-63.2K- 1.85% |
$2.19M - $2.73M
|
3.35M
$151M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-61.4K- 19.85% |
$2.13M - $2.65M
|
248K
$11.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-51.8K- 14.53% |
$1.8M - $2.24M
|
305K
$13.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-51.2K- 45.55% |
$1.78M - $2.21M
|
61.2K
$2.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-47.4K- 30.32% |
$1.64M - $2.05M
|
109K
$4.93M
|
|
|
Jul 08, 2025
Q2 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-42.2K- 9.84% |
$1.46M - $1.83M
|
387K
$17.5M
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
SELL
|
- |
-40.1K- 14.87% |
$1.39M - $1.73M
|
230K
$10.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-38.6K- 66.11% |
$1.34M - $1.67M
|
19.8K
$894K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-34.5K- 1.35% |
$1.2M - $1.49M
|
2.52M
$114M
|
|
|
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
$82.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-33.5K- 5.2% |
$1.16M - $1.45M
|
611K
$27.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-32.2K- 15.57% |
$1.12M - $1.39M
|
175K
$7.89M
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-29.3K- 0.92% |
$1.02M - $1.27M
|
3.16M
$143M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-28.5K- 3.9% |
$988K - $1.23M
|
702K
$31.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-27.5K- 2.29% |
$955K - $1.19M
|
1.17M
$53M
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
SELL
|
- |
-26.6K- 3.08% |
$924K - $1.15M
|
838K
$37.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-26.3K- 39.43% |
$912K - $1.14M
|
40.4K
$1.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-24.6K- 9.93% |
$854K - $1.06M
|
223K
$10.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-24.5K- 1.45% |
$851K - $1.06M
|
1.67M
$75.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-23.4K- 0.42% |
$811K - $1.01M
|
5.57M
$252M
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
SELL
|
- |
-21.9K- 50.68% |
$760K - $947K
|
21.3K
$964K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-21.8K- 0.62% |
$757K - $943K
|
3.5M
$158M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-20.7K- 1.69% |
$719K - $896K
|
1.21M
$54.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-20.1K- 7.64% |
$696K - $867K
|
242K
$11M
|
|
|
Aug 12, 2025
Q2 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-19.1K- 1.03% |
$664K - $827K
|
1.83M
$82.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-18.1K- 14.82% |
$627K - $781K
|
104K
$4.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-17.7K- 23.14% |
$614K - $765K
|
58.8K
$2.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-16.5K- 14.44% |
$573K - $714K
|
97.9K
$4.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-16.3K- 2.16% |
$565K - $705K
|
737K
$33.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-13K- 3.04% |
$452K - $563K
|
415K
$18.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-13K- 4.33% |
$449K - $560K
|
287K
$12.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-12.8K- 0.95% |
$443K - $552K
|
1.34M
$60.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.1K- 3.67% |
$421K - $525K
|
319K
$14.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-11.1K- 10.04% |
$385K - $480K
|
99.6K
$4.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10.5K- 37.61% |
$365K - $454K
|
17.4K
$788K
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-10.5K- 1.78% |
$363K - $452K
|
578K
$26.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-10.4K- 57.23% |
$362K - $451K
|
7.81K
$353K
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-10.4K- 16.66% |
$362K - $451K
|
52.2K
$2.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-9.65K- 9.92% |
$334K - $417K
|
87.6K
$3.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-9.26K- 2.3% |
$321K - $400K
|
393K
$17.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-9.2K- 25.76% |
$319K - $398K
|
26.5K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-8.92K- 33.9% |
$309K - $385K
|
17.4K
$786K
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-8.67K- 2.4% |
$300K - $375K
|
352K
$15.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-8.5K- 53.37% |
$295K - $367K
|
7.43K
$336K
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-8.34K- 2.29% |
$289K - $360K
|
356K
$16.1M
|