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 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
7.51K+ 11.85% |
$265K - $306K
|
70.9K
$3.07M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
7.44K+ 4.95% |
$263K - $303K
|
158K
$6.83M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7.32K+ 22.36% |
$259K - $299K
|
40.1K
$1.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
7.31KNew |
$258K - $298K
|
7.31K
$316K
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
6.93K+ 33.53% |
$245K - $283K
|
27.6K
$1.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.68K+ 88.36% |
$236K - $272K
|
14.2K
$616K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
6.44KNew |
$228K - $263K
|
6.44K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.41K+ 45.21% |
$227K - $261K
|
20.6K
$891K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.41K+ 0.91% |
$227K - $261K
|
709K
$30.7M
|
|
|
May 07, 2025
Q1 2025
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
6.4K+ 10.42% |
$226K - $261K
|
67.8K
$2.94M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
6.36K+ 1.52% |
$225K - $259K
|
424K
$18.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.35KNew |
$224K - $259K
|
6.35K
$275K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
6.27KNew |
$222K - $256K
|
6.27K
$271K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
6.15KNew |
$217K - $251K
|
6.15K
$266K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
5.99KNew |
$212K - $244K
|
5.99K
$259K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.97KNew |
$211K - $243K
|
5.97K
$258K
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
5.82K+ 76.93% |
$206K - $237K
|
13.4K
$580K
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
5.74KNew |
$203K - $234K
|
5.74K
$248K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
5.66K+ 13.81% |
$200K - $231K
|
46.7K
$2.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
5.64K+ 3.31% |
$199K - $230K
|
176K
$7.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
5.62KNew |
$199K - $229K
|
5.62K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.62K+ 3.99% |
$198K - $229K
|
146K
$6.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
5.57KNew |
$197K - $227K
|
5.57K
$241K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
5.54KNew |
$196K - $226K
|
5.54K
$240K
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
5.51KNew |
$195K - $224K
|
5.51K
$238K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
5.5K+ 5.49% |
$194K - $224K
|
106K
$4.58M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
5.48KNew |
$194K - $223K
|
5.48K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.48KNew |
$193K - $223K
|
5.48K
$237K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.44KNew |
$192K - $222K
|
5.44K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.32K+ 3.8% |
$188K - $217K
|
145K
$6.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.31KNew |
$188K - $216K
|
5.31K
$230K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.31KNew |
$187K - $216K
|
5.31K
$230K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
5.23KNew |
$185K - $213K
|
5.23K
$226K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
4.94K+ 5.11% |
$174K - $201K
|
102K
$4.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
4.87K+ 14.1% |
$172K - $198K
|
39.4K
$1.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
4.67K+ 3.76% |
$165K - $191K
|
129K
$5.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.66K+ 26.05% |
$165K - $190K
|
22.5K
$975K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.58K+ 56.9% |
$162K - $187K
|
12.6K
$546K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.56K+ 54.94% |
$161K - $186K
|
12.9K
$557K
|
|
|
Apr 21, 2025
Q1 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
4.43K+ 2.12% |
$157K - $181K
|
213K
$9.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
4.38K+ 6.46% |
$155K - $178K
|
72.1K
$3.12M
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
4.22K+ 24.19% |
$149K - $172K
|
21.6K
$936K
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
4.13K+ 1.98% |
$146K - $168K
|
213K
$9.21M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
4.11K+ 1.26% |
$145K - $167K
|
330K
$14.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
4.09K+ 3.09% |
$144K - $167K
|
137K
$5.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
3.85K+ 3.89% |
$136K - $157K
|
103K
$4.45M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.8K+ 1.46% |
$134K - $155K
|
264K
$11.4M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.69K+ 20.93% |
$130K - $151K
|
21.3K
$923K
|
|
|
Apr 21, 2025
Q1 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
3.69K+ 3.15% |
$130K - $151K
|
121K
$5.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3.68KNew |
$130K - $150K
|
3.68K
$159K
|