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 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-761- 0.36% |
$26.9K - $31K
|
212K
$9.22M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-738- 12.95% |
$26.1K - $30.1K
|
4.96K
$215K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-620- 0.6% |
$21.9K - $25.3K
|
103K
$4.49M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-615- 5.04% |
$21.7K - $25.1K
|
11.6K
$503K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-600- 0.22% |
$21.2K - $24.5K
|
271K
$11.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-587- 1.27% |
$20.7K - $23.9K
|
45.7K
$1.98M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-550- 0.14% |
$19.4K - $22.4K
|
391K
$17M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-550- 73.33% |
$19.4K - $22.4K
|
200
$8.69K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-527- 0.89% |
$18.6K - $21.5K
|
58.4K
$2.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-401- 1.6% |
$14.2K - $16.3K
|
24.6K
$1.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-388- 1.94% |
$13.7K - $15.8K
|
19.6K
$852K
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-367- 4.5% |
$13K - $15K
|
7.79K
$338K
|
|
|
May 09, 2025
Q1 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-357- 0.37% |
$12.6K - $14.6K
|
97.2K
$4.22M
|
|
|
May 05, 2025
Q1 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-346- 0.3% |
$12.2K - $14.1K
|
114K
$4.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-337- 0.48% |
$11.9K - $13.7K
|
69.4K
$3.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-307- 2.9% |
$10.8K - $12.5K
|
10.3K
$447K
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-300- 0.16% |
$10.6K - $12.2K
|
188K
$8.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-280- 4.73% |
$9.89K - $11.4K
|
5.64K
$245K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-272- 0.91% |
$9.61K - $11.1K
|
29.6K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-240- 0.89% |
$8.48K - $9.78K
|
26.9K
$1.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-200- 1.39% |
$7.07K - $8.15K
|
14.2K
$618K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-195- 0.29% |
$6.89K - $7.95K
|
67.8K
$2.94M
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-177- 1.02% |
$6.25K - $7.22K
|
17.1K
$744K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-159- 7.38% |
$5.62K - $6.48K
|
2K
$86.7K
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-149- 0.21% |
$5.26K - $6.07K
|
71.2K
$3.09M
|
|
|
May 06, 2025
Q1 2025
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
SELL
|
- |
-143- 0.14% |
$5.05K - $5.83K
|
98.7K
$4.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-134- 2.48% |
$4.73K - $5.46K
|
5.28K
$229K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-133- 0.76% |
$4.7K - $5.42K
|
17.4K
$754K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-122- 2.04% |
$4.31K - $4.97K
|
5.86K
$254K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-113- 2.75% |
$3.99K - $4.61K
|
3.99K
$173K
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-107- 0.96% |
$3.78K - $4.36K
|
11K
$477K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-98- 2.63% |
$3.46K - $4K
|
3.62K
$157K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-88- 1.03% |
$3.11K - $3.59K
|
8.46K
$367K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-80- 1.17% |
$2.83K - $3.26K
|
6.76K
$294K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-65- 87.84% |
$2.3K - $2.65K
|
9
$391
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-57- 1.9% |
$2.01K - $2.32K
|
2.95K
$128K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-42- 0.04% |
$1.48K - $1.71K
|
118K
$5.13M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-35- 0.16% |
$1.24K - $1.43K
|
21.6K
$936K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-30- 0.04% |
$1.06K - $1.22K
|
73.4K
$3.19M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-24- 10.76% |
$848 - $978
|
199
$8.64K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.02% |
$707 - $815
|
104K
$4.5M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
SELL
|
- |
-12- 0.1% |
$424 - $489
|
11.8K
$513K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2- 0.01% |
$70.7 - $81.5
|
32.2K
$1.4M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-125K- 65.47% |
$4.37M - $4.76M
|
66.2K
$2.87M
|
|
|
Feb 03, 2025
Q4 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-13.1K- 10.29% |
$458K - $499K
|
115K
$4.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-8.15K- 88.56% |
$284K - $310K
|
1.05K
$45.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.7K- 32.37% |
$164K - $178K
|
9.81K
$426K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.97K- 1.63% |
$68.7K - $74.8K
|
119K
$5.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.95K- 0.29% |
$68K - $74.1K
|
670K
$29.1M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.59K- 8.42% |
$55.3K - $60.2K
|
17.3K
$749K
|
|