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 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-412- 5.13% |
$13K - $13.9K
|
7.63K
$280K
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-306- 14.18% |
$9.62K - $10.3K
|
1.85K
$68K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-6- 0.08% |
$189 - $203
|
7.29K
$268K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-3.43K- 12.03% |
$104K - $115K
|
25.1K
$922K
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-3.38K- 15.2% |
$103K - $113K
|
18.8K
$692K
|
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.79K- 37.92% |
$54.6K - $59.9K
|
2.94K
$108K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-608- 29.34% |
$18.5K - $20.3K
|
1.46K
$53.7K
|
|
| Q4 2022 | |||||||
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
SELL
|
- |
-134K- 6.43% |
$3.47M - $4.17M
|
1.95M
$71.7M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.43K- 51.74% |
$115K - $138K
|
4.13K
$152K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.49K- 8.5% |
$38.6K - $46.3K
|
16K
$589K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-152K- 11.03% |
$3.91M - $4.65M
|
1.23M
$45.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-15.4K- 1.86% |
$395K - $470K
|
812K
$29.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-13.8K- 27.12% |
$354K - $421K
|
37K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-4.94K- 18.57% |
$127K - $151K
|
21.7K
$795K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-4.16K- 64.04% |
$107K - $127K
|
2.34K
$85.7K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-3.47K- 0.27% |
$89.2K - $106K
|
1.27M
$46.8M
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-575Closed |
$14.8K - $17.6K
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-284- 0.87% |
$7.3K - $8.68K
|
32.3K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-94- 1.41% |
$2.42K - $2.87K
|
6.55K
$240K
|
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-69- 0.6% |
$1.77K - $2.11K
|
11.4K
$418K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-391KClosed |
$11.2M - $13.2M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-131KClosed |
$3.76M - $4.44M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-54.1KClosed |
$1.55M - $1.83M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-6.33KClosed |
$181K - $214K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-6.3KClosed |
$180K - $213K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-6.16KClosed |
$177K - $209K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-6KClosed |
$172K - $203K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.26K- 31.7% |
$93.5K - $110K
|
7.03K
$258K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.44KClosed |
$69.9K - $82.6K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.1KClosed |
$188K - $216K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-3.5KClosed |
$108K - $124K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-796- 68.62% |
$24.5K - $28.3K
|
364
$13.4K
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-436Closed |
$13.4K - $15.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
SELL
|
- |
-38.9KClosed |
$1.23M - $1.33M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.02KClosed |
$32.2K - $34.8K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-644Closed |
$20.4K - $22K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-260Closed |
$8.22K - $8.89K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-181- 12.6% |
$5.84K - $6.09K
|
1.26K
$46.1K
|
|