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
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-34.2K- 11.69% |
$1.21M - $1.39M
|
258K
$11.2M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-36.8K- 17.99% |
$1.3M - $1.5M
|
168K
$7.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-37.8K- 2.73% |
$1.34M - $1.54M
|
1.35M
$58.4M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-39.9K- 1.54% |
$1.41M - $1.63M
|
2.55M
$110M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-44.2K- 11.9% |
$1.56M - $1.8M
|
327K
$14.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-52.7K- 16.72% |
$1.86M - $2.15M
|
263K
$11.4M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-53.5K- 1.58% |
$1.89M - $2.18M
|
3.34M
$145M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-53.9K- 76.09% |
$1.9M - $2.2M
|
16.9K
$733K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-67K- 18.28% |
$2.37M - $2.73M
|
300K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-75.3K- 6.36% |
$2.66M - $3.07M
|
1.11M
$48M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-76.3K- 15.94% |
$2.7M - $3.11M
|
402K
$17.4M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-84.8K- 11.68% |
$3M - $3.46M
|
642K
$27.8M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-87.8K- 10.73% |
$3.1M - $3.58M
|
731K
$31.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-110K- 3.13% |
$3.89M - $4.49M
|
3.41M
$148M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-110K- 26.17% |
$3.9M - $4.5M
|
311K
$13.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-124K- 76.9% |
$4.39M - $5.07M
|
37.3K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-140K- 68.38% |
$4.96M - $5.73M
|
65K
$2.81M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-144K- 88.75% |
$5.09M - $5.87M
|
18.3K
$790K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-221K- 11.99% |
$7.8M - $9M
|
1.62M
$70.1M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-350K- 6.19% |
$12.4M - $14.3M
|
5.3M
$229M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-396K- 53.48% |
$14M - $16.2M
|
345K
$14.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-426K- 11.78% |
$15.1M - $17.4M
|
3.19M
$138M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-434K- 2.12% |
$15.3M - $17.7M
|
20M
$867M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-496K- 95.5% |
$17.5M - $20.2M
|
23.4K
$1.01M
|