Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr (DFIV)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV) during Q1 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.07MNew |
$73.2M - $84.5M
|
2.07M
$89.7M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.31M+ 7.36% |
$46.2M - $53.4M
|
19.1M
$826M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.2MNew |
$42.4M - $49M
|
1.2M
$52M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
930K+ 62.97% |
$32.9M - $37.9M
|
2.41M
$104M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
617K+ 20.52% |
$21.8M - $25.2M
|
3.62M
$157M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
471K+ 42.39% |
$16.7M - $19.2M
|
1.58M
$68.5M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
453KNew |
$16M - $18.5M
|
453K
$19.6M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
449K+ 16.08% |
$15.9M - $18.3M
|
3.24M
$140M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
440K+ 82.29% |
$15.6M - $18M
|
976K
$42.2M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
409K+ 118.53% |
$14.4M - $16.7M
|
754K
$32.6M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
371K+ 119.27% |
$13.1M - $15.1M
|
683K
$29.5M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
342K+ 12.83% |
$12.1M - $13.9M
|
3.01M
$130M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
338K+ 1331.97% |
$11.9M - $13.8M
|
364K
$15.7M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
289K+ 26.33% |
$10.2M - $11.8M
|
1.39M
$60M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
272K+ 3.87% |
$9.61M - $11.1M
|
7.29M
$316M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
270KNew |
$9.53M - $11M
|
270K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
268KNew |
$9.47M - $10.9M
|
268K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
264K+ 186.08% |
$9.34M - $10.8M
|
406K
$17.6M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
227KNew |
$8.01M - $9.24M
|
227K
$9.81M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
216K+ 4.01% |
$7.62M - $8.79M
|
5.59M
$242M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
210K+ 2.54% |
$7.42M - $8.56M
|
8.49M
$367M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
210K+ 21.12% |
$7.42M - $8.56M
|
1.2M
$52.1M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
201K+ 2.99% |
$7.1M - $8.19M
|
6.92M
$299M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
192K+ 7.05% |
$6.78M - $7.83M
|
2.92M
$126M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
179K+ 10.84% |
$6.31M - $7.28M
|
1.83M
$79M
|
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
148KNew |
$5.21M - $6.02M
|
148K
$6.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
127K+ 367.37% |
$4.49M - $5.18M
|
162K
$7M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
127K+ 187.95% |
$4.48M - $5.17M
|
194K
$8.41M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
126K+ 190.35% |
$4.44M - $5.12M
|
192K
$8.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
117KNew |
$4.15M - $4.79M
|
117K
$5.08M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
112K+ 203.14% |
$3.94M - $4.55M
|
167K
$7.2M
|
|
|
May 30, 2025
Q1 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
111KNew |
$3.91M - $4.51M
|
111K
$4.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
111KNew |
$3.91M - $4.51M
|
111K
$4.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
105K+ 177.71% |
$3.71M - $4.28M
|
164K
$7.09M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
93.9K+ 296.7% |
$3.32M - $3.83M
|
126K
$5.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
93.6K+ 3.65% |
$3.31M - $3.82M
|
2.66M
$115M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
88.6KNew |
$3.13M - $3.61M
|
88.6K
$3.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
87.6K+ 139.05% |
$3.09M - $3.57M
|
151K
$6.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
84.7KNew |
$2.99M - $3.45M
|
84.7K
$3.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
81.1K+ 14.61% |
$2.86M - $3.3M
|
636K
$27.5M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
75.7K+ 573.49% |
$2.67M - $3.09M
|
88.9K
$3.85M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
72.7K+ 36.03% |
$2.57M - $2.96M
|
275K
$11.9M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
71.9K+ 20.78% |
$2.54M - $2.93M
|
418K
$18.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
71.1K+ 4.93% |
$2.51M - $2.9M
|
1.51M
$65.5M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
66.7KNew |
$2.36M - $2.72M
|
66.7K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
63.4K+ 14.42% |
$2.24M - $2.58M
|
503K
$21.8M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
59.6KNew |
$2.11M - $2.43M
|
59.6K
$2.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
54.5K+ 289.53% |
$1.93M - $2.22M
|
73.4K
$3.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
53.6KNew |
$1.89M - $2.19M
|
53.6K
$2.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
50.9K+ 3.71% |
$1.8M - $2.07M
|
1.42M
$61.6M
|