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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-5.27K- 11.35% |
$184K - $200K
|
41.2K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.16K- 74.79% |
$180K - $196K
|
1.74K
$68.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-5.07K- 1.37% |
$177K - $193K
|
367K
$14.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-5.03K- 37.55% |
$175K - $191K
|
8.36K
$330K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.7K- 32.37% |
$164K - $178K
|
9.81K
$388K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-3.81K- 10.36% |
$133K - $145K
|
33K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-3.65K- 1.0% |
$127K - $139K
|
360K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.47K- 0.96% |
$121K - $132K
|
358K
$14.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-3.05K- 22.32% |
$106K - $116K
|
10.6K
$419K
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-2.76K- 0.98% |
$96.2K - $105K
|
278K
$11M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.34K- 2.2% |
$81.5K - $88.8K
|
104K
$4.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-2.24K- 13.01% |
$77.9K - $84.9K
|
14.9K
$591K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.18K- 18.96% |
$76K - $82.8K
|
9.32K
$368K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.17K- 7.36% |
$75.6K - $82.4K
|
27.3K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.99K- 1.84% |
$69.5K - $75.7K
|
107K
$4.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.97K- 1.63% |
$68.7K - $74.8K
|
119K
$4.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.95K- 0.29% |
$68K - $74.1K
|
670K
$26.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-1.92K- 2.21% |
$67K - $72.9K
|
85K
$3.36M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.9K- 5.72% |
$66.3K - $72.2K
|
31.3K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.88K- 2.62% |
$65.4K - $71.3K
|
69.7K
$2.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.87K- 2.29% |
$65K - $70.8K
|
79.6K
$3.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1.66K- 8.69% |
$57.8K - $63K
|
17.4K
$688K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.63K- 1.55% |
$56.8K - $61.9K
|
104K
$4.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1.61K- 0.22% |
$56.3K - $61.3K
|
747K
$29.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.59K- 8.42% |
$55.3K - $60.2K
|
17.3K
$682K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.58K- 7.81% |
$55.2K - $60.1K
|
18.7K
$739K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-1.4K- 0.51% |
$48.8K - $53.2K
|
274K
$10.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-1.27K- 6.04% |
$44.3K - $48.3K
|
19.8K
$782K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.22K- 1.69% |
$42.5K - $46.3K
|
70.8K
$2.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.19K- 13.18% |
$41.6K - $45.3K
|
7.86K
$311K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.14K- 6.5% |
$39.9K - $43.4K
|
16.5K
$650K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.13K- 0.59% |
$39.3K - $42.8K
|
190K
$7.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.11K- 2.98% |
$38.6K - $42K
|
36K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-1.08K- 2.5% |
$37.6K - $41K
|
42K
$1.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.01K- 4.13% |
$35.2K - $38.4K
|
23.5K
$928K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1K- 7.07% |
$34.9K - $38K
|
13.2K
$520K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-965- 83.91% |
$33.6K - $36.6K
|
185
$7.31K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-948- 2.98% |
$33K - $36K
|
30.9K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-931- 9.82% |
$32.5K - $35.4K
|
8.55K
$338K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-862- 3.91% |
$30K - $32.7K
|
21.2K
$838K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-855- 0.61% |
$29.8K - $32.5K
|
140K
$5.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-816- 7.24% |
$28.4K - $31K
|
10.5K
$413K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-800- 4.18% |
$27.9K - $30.4K
|
18.3K
$724K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-747- 2.11% |
$26K - $28.4K
|
34.6K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-675- 2.14% |
$23.5K - $25.6K
|
30.9K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-581- 7.46% |
$20.3K - $22.1K
|
7.21K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-572- 1.88% |
$19.9K - $21.7K
|
29.9K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-556- 3.7% |
$19.4K - $21.1K
|
14.5K
$572K
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-511- 0.53% |
$17.8K - $19.4K
|
96.7K
$3.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-509- 0.65% |
$17.7K - $19.3K
|
77.9K
$3.08M
|