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
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.65K+ 2.13% |
$129K - $149K
|
175K
$7.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
3.55K+ 3.93% |
$125K - $145K
|
93.8K
$4.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
3.46K+ 0.96% |
$122K - $141K
|
364K
$15.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.35K+ 5.69% |
$118K - $136K
|
62.2K
$2.69M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.29K+ 2.7% |
$116K - $134K
|
125K
$5.42M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
3.2K+ 3.55% |
$113K - $130K
|
93.3K
$4.04M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.16K+ 1708.65% |
$112K - $129K
|
3.35K
$145K
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
3.15K+ 0.68% |
$111K - $128K
|
467K
$20.2M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.1K+ 8.94% |
$109K - $126K
|
37.7K
$1.63M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
3.08K+ 6.24% |
$109K - $126K
|
52.5K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
2.94K+ 7.15% |
$104K - $120K
|
44.1K
$1.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
2.77K+ 1.25% |
$97.9K - $113K
|
225K
$9.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
2.72K+ 3.49% |
$96.2K - $111K
|
80.7K
$3.49M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.66K+ 1.62% |
$93.9K - $108K
|
167K
$7.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.56K+ 10.86% |
$90.5K - $104K
|
26.1K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.53K+ 9.22% |
$89.3K - $103K
|
30K
$1.3M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
2.52KNew |
$88.9K - $103K
|
2.52K
$109K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2.34K+ 0.46% |
$82.7K - $95.5K
|
507K
$21.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
2.31K+ 7.0% |
$81.6K - $94.2K
|
35.3K
$1.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.28K+ 1.94% |
$80.5K - $92.9K
|
120K
$5.18M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.15K+ 6.69% |
$75.9K - $87.6K
|
34.3K
$1.48M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.13K+ 2.55% |
$75.1K - $86.6K
|
85.4K
$3.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
2.07K+ 10.13% |
$73.3K - $84.6K
|
22.6K
$976K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.06K+ 3.23% |
$72.6K - $83.8K
|
65.7K
$2.84M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.99K+ 0.35% |
$70.3K - $81.2K
|
566K
$24.5M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.97K+ 3.29% |
$69.5K - $80.2K
|
61.7K
$2.67M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.92K+ 6.22% |
$67.7K - $78.1K
|
32.7K
$1.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
1.9KNew |
$67.2K - $77.5K
|
1.9K
$82.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.89K+ 18.19% |
$66.6K - $76.9K
|
12.3K
$530K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.88KNew |
$66.5K - $76.7K
|
1.88K
$81.4K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.87K+ 7.08% |
$66K - $76.2K
|
28.2K
$1.22M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.85KNew |
$65.3K - $75.4K
|
1.85K
$80K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.78K+ 20.85% |
$62.8K - $72.5K
|
10.3K
$446K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.74K+ 22.43% |
$61.6K - $71.1K
|
9.52K
$412K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.74K+ 10.47% |
$61.4K - $70.9K
|
18.4K
$794K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.54K+ 0.95% |
$54.2K - $62.6K
|
163K
$7.07M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.53K+ 9.4% |
$54.2K - $62.5K
|
17.8K
$772K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.52KNew |
$53.7K - $62K
|
1.52K
$65.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.52K+ 6.42% |
$53.6K - $61.9K
|
25.2K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.45K+ 7.91% |
$51.3K - $59.2K
|
19.8K
$857K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.45K+ 24.89% |
$51.1K - $58.9K
|
7.25K
$314K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.41K+ 8.67% |
$49.9K - $57.6K
|
17.7K
$766K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.35K+ 5.41% |
$47.8K - $55.1K
|
26.3K
$1.14M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.31K+ 0.34% |
$46.4K - $53.6K
|
384K
$16.6M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.29K+ 14.88% |
$45.5K - $52.5K
|
9.94K
$430K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
1.26K+ 147.88% |
$44.4K - $51.2K
|
2.11K
$91.2K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
1.25K+ 7.57% |
$44K - $50.8K
|
17.7K
$766K
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
1.24K+ 5.99% |
$43.8K - $50.6K
|
22K
$950K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
1.23K+ 2.19% |
$43.6K - $50.3K
|
57.5K
$2.49M
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.15K+ 6.9% |
$40.5K - $46.7K
|
17.7K
$768K
|