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
|
Heritage Financial Services, LLC
|
SELL
|
- |
-4K- 31.61% |
$141K - $163K
|
8.65K
$374K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.04K- 43.82% |
$143K - $165K
|
5.17K
$224K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-4.15K- 7.48% |
$147K - $169K
|
51.4K
$2.22M
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-4.34K- 3.51% |
$153K - $177K
|
119K
$5.15M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.7K- 9.85% |
$166K - $192K
|
43.1K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-5K- 2.45% |
$176K - $204K
|
199K
$8.59M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.35K- 59.54% |
$189K - $218K
|
3.64K
$157K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-5.48K- 5.36% |
$194K - $224K
|
96.8K
$4.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-5.64K- 13.41% |
$199K - $230K
|
36.4K
$1.57M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-5.66K- 3.49% |
$200K - $231K
|
156K
$6.77M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-5.72K- 5.92% |
$202K - $233K
|
90.9K
$3.93M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-6.22K- 8.92% |
$220K - $254K
|
63.5K
$2.75M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-7.22K- 48.33% |
$255K - $295K
|
7.72K
$334K
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-7.54K- 5.01% |
$266K - $307K
|
143K
$6.18M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-7.6K- 4.73% |
$269K - $310K
|
153K
$6.63M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-7.63K- 59.95% |
$270K - $311K
|
5.1K
$221K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-8.05K- 22.35% |
$284K - $328K
|
28K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-8.19K- 7.3% |
$289K - $334K
|
104K
$4.5M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-8.84K- 44.95% |
$312K - $360K
|
10.8K
$468K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-8.9K- 27.01% |
$315K - $363K
|
24.1K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-8.98K- 29.07% |
$317K - $366K
|
21.9K
$948K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-9.22K- 49.31% |
$326K - $376K
|
9.48K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-9.96K- 3.7% |
$352K - $406K
|
260K
$11.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-10.1K- 1.31% |
$358K - $413K
|
766K
$33.1M
|
|
|
Jul 07, 2025
Q1 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-11K- 0.63% |
$389K - $449K
|
1.75M
$75.6M
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-11.1K- 20.45% |
$393K - $453K
|
43.2K
$1.87M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-11.4K- 36.28% |
$402K - $464K
|
20K
$864K
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-11.6K- 2.15% |
$409K - $472K
|
527K
$22.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-12.2K- 2.72% |
$431K - $497K
|
437K
$18.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13K- 3.95% |
$459K - $530K
|
316K
$13.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-13.1K- 26.79% |
$462K - $533K
|
35.7K
$1.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-13.7K- 63.77% |
$484K - $559K
|
7.79K
$337K
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-14.4K- 2.18% |
$507K - $585K
|
645K
$27.9M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-16.7K- 99.95% |
$591K - $682K
|
9
$389
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-17.1K- 3.55% |
$605K - $699K
|
466K
$20.2M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-17.6K- 5.38% |
$622K - $718K
|
309K
$13.4M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18K- 5.04% |
$637K - $736K
|
340K
$14.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-21.6K- 10.42% |
$763K - $881K
|
186K
$8.03M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-21.7K- 7.82% |
$768K - $886K
|
256K
$11.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
SELL
|
- |
-23K- 2.59% |
$812K - $937K
|
865K
$37.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-24.3K- 1.9% |
$859K - $992K
|
1.25M
$54.3M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-26.2K- 18.92% |
$927K - $1.07M
|
112K
$4.87M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-29K- 0.82% |
$1.03M - $1.18M
|
3.52M
$152M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-29.2K- 6.38% |
$1.03M - $1.19M
|
428K
$18.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-29.2K- 2.32% |
$1.03M - $1.19M
|
1.23M
$53.2M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-30.8K- 8.56% |
$1.09M - $1.26M
|
329K
$14.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-30.8K- 1.78% |
$1.09M - $1.26M
|
1.7M
$73.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-31.1K- 66.27% |
$1.1M - $1.27M
|
15.8K
$685K
|
|
|
Apr 16, 2025
Q1 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-31.2K- 6.78% |
$1.1M - $1.27M
|
430K
$18.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.9K- 13.59% |
$1.2M - $1.38M
|
215K
$9.31M
|