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 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
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-502- 2.93% |
$17.4K - $21.7K
|
16.6K
$722K
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-477- 0.85% |
$16.5K - $20.6K
|
55.8K
$2.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-434- 15.14% |
$15K - $18.8K
|
2.43K
$106K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-420- 1.78% |
$14.6K - $18.1K
|
23.1K
$1M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-391- 6.69% |
$13.6K - $16.9K
|
5.45K
$237K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-373- 0.76% |
$12.9K - $16.1K
|
48.6K
$2.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-371- 2.5% |
$12.9K - $16K
|
14.4K
$627K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-359- 2.21% |
$12.4K - $15.5K
|
15.9K
$690K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-271- 0.09% |
$9.4K - $11.7K
|
316K
$13.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-220- 1.41% |
$7.63K - $9.51K
|
15.4K
$669K
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-154- 0.24% |
$5.34K - $6.65K
|
63.3K
$2.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-146- 0.69% |
$5.06K - $6.31K
|
21K
$911K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-123- 2.26% |
$4.26K - $5.31K
|
5.32K
$231K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-114- 0.14% |
$3.95K - $4.93K
|
82.7K
$3.59M
|
|
|
Jul 23, 2025
Q2 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-79- 0.11% |
$2.74K - $3.41K
|
74.3K
$3.22M
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-54- 0.48% |
$1.87K - $2.33K
|
11.2K
$486K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-35- 1.19% |
$1.21K - $1.51K
|
2.92K
$127K
|
|
| Q1 2025 | |||||||
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-496K- 95.5% |
$17.5M - $20.2M
|
23.4K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-434K- 2.12% |
$15.3M - $17.7M
|
20M
$870M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-426K- 11.78% |
$15.1M - $17.4M
|
3.19M
$139M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-350K- 6.19% |
$12.4M - $14.3M
|
5.3M
$230M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-221K- 11.99% |
$7.8M - $9M
|
1.62M
$70.4M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-144K- 88.75% |
$5.09M - $5.87M
|
18.3K
$793K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-87.8K- 10.73% |
$3.1M - $3.58M
|
731K
$31.7M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-84.8K- 11.68% |
$3M - $3.46M
|
642K
$27.9M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-76.3K- 15.94% |
$2.7M - $3.11M
|
402K
$17.5M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-67K- 18.28% |
$2.37M - $2.73M
|
300K
$13M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-53.9K- 76.09% |
$1.9M - $2.2M
|
16.9K
$735K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-53.5K- 1.58% |
$1.89M - $2.18M
|
3.34M
$145M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-44.2K- 11.9% |
$1.56M - $1.8M
|
327K
$14.2M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-39.9K- 1.54% |
$1.41M - $1.63M
|
2.55M
$111M
|
|
|
Apr 22, 2025
Q1 2025
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-37.8K- 2.73% |
$1.34M - $1.54M
|
1.35M
$58.6M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-36.8K- 17.99% |
$1.3M - $1.5M
|
168K
$7.29M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-34.2K- 11.69% |
$1.21M - $1.39M
|
258K
$11.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.9K- 13.59% |
$1.2M - $1.38M
|
215K
$9.35M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-31.1K- 66.27% |
$1.1M - $1.27M
|
15.8K
$687K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-30.8K- 1.78% |
$1.09M - $1.26M
|
1.7M
$73.7M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-29K- 0.82% |
$1.03M - $1.18M
|
3.52M
$153M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-26.2K- 18.92% |
$927K - $1.07M
|
112K
$4.88M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
SELL
|
- |
-23K- 2.59% |
$812K - $937K
|
865K
$37.6M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-21.7K- 7.82% |
$768K - $886K
|
256K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18K- 5.04% |
$637K - $736K
|
340K
$14.8M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-17.6K- 5.38% |
$622K - $718K
|
309K
$13.4M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-17.1K- 3.55% |
$605K - $699K
|
466K
$20.2M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-16.7K- 99.95% |
$591K - $682K
|
9
$391
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-14.4K- 2.18% |
$507K - $585K
|
645K
$28M
|
|