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 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
50.1K+ 12.01% |
$1.77M - $2.04M
|
467K
$20.2M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
47.3K+ 10.06% |
$1.67M - $1.93M
|
517K
$22.4M
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
47.1K+ 10.44% |
$1.66M - $1.92M
|
498K
$21.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
45.7K+ 7.17% |
$1.62M - $1.86M
|
683K
$29.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
44.8K+ 11.86% |
$1.58M - $1.83M
|
423K
$18.3M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
44.8K+ 10.84% |
$1.58M - $1.82M
|
458K
$19.8M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
44.5K+ 6.84% |
$1.57M - $1.81M
|
694K
$30M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
43.7KNew |
$1.54M - $1.78M
|
43.7K
$1.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
43.3K+ 7.04% |
$1.53M - $1.77M
|
658K
$28.5M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
43.3K+ 12.69% |
$1.53M - $1.76M
|
384K
$16.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
42.5KNew |
$1.5M - $1.73M
|
42.5K
$1.84M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
41.3K+ 3.0% |
$1.46M - $1.68M
|
1.42M
$61.3M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
40.4KNew |
$1.43M - $1.65M
|
40.4K
$1.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
40.1K+ 284.68% |
$1.42M - $1.63M
|
54.2K
$2.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
38.5K+ 20.26% |
$1.36M - $1.57M
|
228K
$9.88M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
38.3K+ 3.3% |
$1.35M - $1.56M
|
1.2M
$52M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
35.9K+ 32.37% |
$1.27M - $1.47M
|
147K
$6.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
35.8KNew |
$1.26M - $1.46M
|
35.8K
$1.55M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
34.2K+ 9.11% |
$1.21M - $1.39M
|
410K
$17.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
34.1K+ 4.24% |
$1.21M - $1.39M
|
839K
$36.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
33.8K+ 13.54% |
$1.2M - $1.38M
|
284K
$12.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
33.3K+ 11.79% |
$1.18M - $1.36M
|
315K
$13.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
BUY
|
- |
32.4KNew |
$1.15M - $1.32M
|
32.4K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
31.9KNew |
$1.13M - $1.3M
|
31.9K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
31K+ 2.91% |
$1.1M - $1.26M
|
1.1M
$47.4M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
29.8K+ 11.19% |
$1.05M - $1.22M
|
297K
$12.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
28.6K+ 6.43% |
$1.01M - $1.17M
|
474K
$20.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
26.9K+ 190.51% |
$950K - $1.1M
|
41K
$1.77M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
26.5K+ 19.3% |
$934K - $1.08M
|
163K
$7.07M
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
26.2KNew |
$924K - $1.07M
|
26.2K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
26K+ 7.47% |
$920K - $1.06M
|
375K
$16.2M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25KNew |
$884K - $1.02M
|
25K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
24.4KNew |
$860K - $993K
|
24.4K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
23.8K+ 126.48% |
$842K - $972K
|
42.7K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
23.1K+ 82.18% |
$815K - $941K
|
51.2K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
22.8K+ 26.34% |
$805K - $928K
|
109K
$4.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
21.7K+ 21.58% |
$768K - $886K
|
123K
$5.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
21.1K+ 6.83% |
$746K - $861K
|
330K
$14.3M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
20.8K+ 2.57% |
$736K - $850K
|
832K
$36M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
20.6KNew |
$726K - $838K
|
20.6K
$890K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
20.4KNew |
$719K - $830K
|
20.4K
$881K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
19.5K+ 1.06% |
$691K - $797K
|
1.86M
$80.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
19.4K+ 3.24% |
$687K - $793K
|
620K
$26.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
19.3K+ 13.79% |
$683K - $788K
|
159K
$6.9M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
19.1K+ 18.51% |
$673K - $777K
|
122K
$5.28M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
18.9K+ 57.45% |
$669K - $772K
|
51.9K
$2.25M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18.2K+ 5.27% |
$643K - $742K
|
364K
$15.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
17.7K+ 12.37% |
$626K - $722K
|
161K
$6.96M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
17.3K+ 5.93% |
$612K - $706K
|
309K
$13.4M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
17.3KNew |
$610K - $703K
|
17.3K
$747K
|