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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
16K+ 7.54% |
$565K - $651K
|
228K
$9.86M
|
|
|
Jul 08, 2025
Q1 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
15.9K+ 0.87% |
$563K - $649K
|
1.85M
$80.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
15.8K+ 5.14% |
$559K - $646K
|
324K
$14M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
15.8KNew |
$559K - $645K
|
15.8K
$684K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
15.4K+ 1.31% |
$545K - $628K
|
1.19M
$51.5M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
15.4K+ 2.48% |
$544K - $627K
|
635K
$27.5M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
14.9K+ 1.87% |
$527K - $608K
|
811K
$35.1M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
14.8KNew |
$524K - $604K
|
14.8K
$642K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
14.8K+ 9.91% |
$523K - $603K
|
164K
$7.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
14.4K+ 5.28% |
$507K - $585K
|
286K
$12.4M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.2K+ 51.9% |
$501K - $578K
|
41.5K
$1.79M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
11.9K+ 23.55% |
$422K - $487K
|
62.7K
$2.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
11.8K+ 2.76% |
$418K - $482K
|
440K
$19M
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
11.7K+ 2.84% |
$415K - $479K
|
425K
$18.4M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.6K+ 3.64% |
$411K - $475K
|
331K
$14.3M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
11.5K+ 68.79% |
$407K - $469K
|
28.2K
$1.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
11.4K+ 4.96% |
$403K - $465K
|
241K
$10.4M
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
11.3K+ 5.97% |
$399K - $460K
|
200K
$8.67M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11.1K+ 6.8% |
$392K - $452K
|
174K
$7.53M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
11.1K+ 7.46% |
$392K - $452K
|
160K
$6.91M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
11KNew |
$390K - $450K
|
11K
$478K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
10.8K+ 21.29% |
$383K - $442K
|
61.7K
$2.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.8K+ 9.84% |
$382K - $441K
|
121K
$5.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.7K+ 0.54% |
$378K - $436K
|
2M
$86.4M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.5K+ 104.18% |
$371K - $429K
|
20.6K
$891K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.4KNew |
$367K - $424K
|
10.4K
$450K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.1K+ 115.91% |
$357K - $412K
|
18.8K
$814K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
9.98KNew |
$353K - $407K
|
9.98K
$432K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
9.77K+ 12.28% |
$345K - $398K
|
89.4K
$3.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
9.62K+ 2.77% |
$340K - $392K
|
357K
$15.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
9.48KNew |
$335K - $387K
|
9.48K
$410K
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
9.36K+ 92.46% |
$331K - $382K
|
19.5K
$843K
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
9.33K+ 1.1% |
$330K - $381K
|
856K
$37.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
9.23K+ 117.81% |
$326K - $376K
|
17.1K
$738K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
9.21K+ 6.84% |
$325K - $375K
|
144K
$6.22M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
9.06KNew |
$320K - $369K
|
9.06K
$392K
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
9.06KNew |
$320K - $369K
|
9.06K
$392K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
8.95KNew |
$316K - $365K
|
8.95K
$387K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
8.8K+ 634.39% |
$311K - $359K
|
10.2K
$441K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.68K+ 201.35% |
$307K - $354K
|
13K
$562K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.66K+ 4.74% |
$306K - $353K
|
192K
$8.29M
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
8.65KNew |
$306K - $353K
|
8.65K
$374K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.49K+ 7.25% |
$300K - $346K
|
126K
$5.44M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.31K+ 10.39% |
$294K - $339K
|
88.3K
$3.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
8.19K+ 3.19% |
$289K - $334K
|
265K
$11.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
8.08KNew |
$286K - $330K
|
8.08K
$350K
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
7.72K+ 11.8% |
$273K - $315K
|
73.1K
$3.16M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
7.68K+ 9.01% |
$271K - $313K
|
92.9K
$4.02M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
7.57KNew |
$267K - $308K
|
7.57K
$327K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
7.54K+ 22.66% |
$266K - $307K
|
40.8K
$1.77M
|