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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-11.4K- 36.28% |
$402K - $464K
|
20K
$867K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-10.1K- 1.31% |
$358K - $413K
|
766K
$33.3M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-9.96K- 3.7% |
$352K - $406K
|
260K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-9.22K- 49.31% |
$326K - $376K
|
9.48K
$412K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-8.84K- 44.95% |
$312K - $360K
|
10.8K
$470K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-8.19K- 7.3% |
$289K - $334K
|
104K
$4.52M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-7.63K- 59.95% |
$270K - $311K
|
5.1K
$221K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-7.6K- 4.73% |
$269K - $310K
|
153K
$6.66M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-5.72K- 5.92% |
$202K - $233K
|
90.9K
$3.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-5.64K- 13.41% |
$199K - $230K
|
36.4K
$1.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-5.48K- 5.36% |
$194K - $224K
|
96.8K
$4.2M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.35K- 59.54% |
$189K - $218K
|
3.64K
$158K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-5K- 2.45% |
$176K - $204K
|
199K
$8.62M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.7K- 9.85% |
$166K - $192K
|
43.1K
$1.87M
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-4.34K- 3.51% |
$153K - $177K
|
119K
$5.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-4.15K- 7.48% |
$147K - $169K
|
51.4K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.04K- 43.82% |
$143K - $165K
|
5.17K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-4K- 31.61% |
$141K - $163K
|
8.65K
$375K
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-3.59K- 1.16% |
$127K - $146K
|
305K
$13.3M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-3.53K- 15.33% |
$125K - $144K
|
19.5K
$847K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-3.46K- 1.63% |
$122K - $141K
|
209K
$9.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-3.25K- 2.22% |
$115K - $132K
|
143K
$6.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-3.21K- 37.74% |
$113K - $131K
|
5.29K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-3.18K- 8.07% |
$112K - $129K
|
36.2K
$1.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-2.79K- 5.04% |
$98.7K - $114K
|
52.6K
$2.29M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-2.74K- 1.96% |
$96.7K - $112K
|
137K
$5.95M
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.7K- 6.77% |
$95.5K - $110K
|
37.2K
$1.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-2.49K- 1.12% |
$88.1K - $102K
|
221K
$9.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.48K- 8.64% |
$87.4K - $101K
|
26.2K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.46K- 23.53% |
$86.9K - $100K
|
7.99K
$347K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.29K- 26.08% |
$80.9K - $93.4K
|
6.49K
$282K
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-2.09K- 1.14% |
$73.8K - $85.2K
|
181K
$7.86M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-2.02K- 73.87% |
$71.4K - $82.4K
|
715
$31.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.91K- 20.28% |
$67.6K - $78K
|
7.52K
$327K
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.85K- 0.51% |
$65.3K - $75.3K
|
361K
$15.7M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.76K- 50.0% |
$62.1K - $71.7K
|
1.76K
$76.3K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.74KClosed |
$61.4K - $70.9K
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.67K- 2.74% |
$59.1K - $68.2K
|
59.2K
$2.57M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.67K- 1.0% |
$58.9K - $68K
|
164K
$7.13M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.44K- 7.27% |
$50.8K - $58.7K
|
18.3K
$797K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.43K- 3.49% |
$50.5K - $58.3K
|
39.5K
$1.72M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-1.4K- 1.82% |
$49.5K - $57.1K
|
75.8K
$3.29M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.28K- 1.22% |
$45.3K - $52.2K
|
104K
$4.51M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.25K- 14.16% |
$44.2K - $51K
|
7.59K
$330K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.15K- 8.91% |
$40.7K - $47K
|
11.8K
$512K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-982- 10.15% |
$34.7K - $40K
|
8.7K
$378K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-950- 1.54% |
$33.6K - $38.7K
|
60.7K
$2.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-909- 3.67% |
$32.1K - $37.1K
|
23.9K
$1.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-782- 1.0% |
$27.6K - $31.9K
|
77.5K
$3.36M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-779- 8.09% |
$27.5K - $31.8K
|
8.85K
$384K
|