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 15, 2025
Q1 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.12K+ 2.59% |
$39.6K - $45.7K
|
44.4K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.12K+ 7.67% |
$39.5K - $45.6K
|
15.7K
$680K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.12K+ 10.06% |
$39.5K - $45.6K
|
12.2K
$529K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.09KNew |
$38.5K - $44.4K
|
1.09K
$47.1K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.09K+ 7.96% |
$38.4K - $44.4K
|
14.8K
$638K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.04K+ 60.37% |
$36.7K - $42.4K
|
2.76K
$119K
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
BUY
|
- |
987+ 0.93% |
$34.9K - $40.2K
|
107K
$4.65M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
976+ 3.46% |
$34.5K - $39.8K
|
29.2K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
968+ 9.73% |
$34.2K - $39.5K
|
10.9K
$472K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
966+ 41.09% |
$34.1K - $39.4K
|
3.32K
$144K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
962+ 13.56% |
$34K - $39.2K
|
8.06K
$349K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
923+ 3.47% |
$32.6K - $37.6K
|
27.5K
$1.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
905+ 5.9% |
$32K - $36.9K
|
16.3K
$703K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
857New |
$30.3K - $34.9K
|
857
$37.1K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
844+ 1.13% |
$29.8K - $34.4K
|
75.3K
$3.26M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
785+ 39.17% |
$27.7K - $32K
|
2.79K
$121K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
784+ 11.65% |
$27.7K - $32K
|
7.52K
$325K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
635+ 3.77% |
$22.4K - $25.9K
|
17.5K
$757K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
635+ 0.67% |
$22.4K - $25.9K
|
94.9K
$4.11M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
602+ 5.0% |
$21.3K - $24.5K
|
12.6K
$547K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
600+ 4.14% |
$21.2K - $24.5K
|
15.1K
$653K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
596New |
$21.1K - $24.3K
|
596
$25.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
594+ 0.99% |
$21K - $24.2K
|
60.7K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
544+ 1.25% |
$19.2K - $22.2K
|
44.1K
$1.91M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
500+ 16.48% |
$17.7K - $20.4K
|
3.53K
$153K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
459New |
$16.2K - $18.7K
|
459
$19.9K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
435New |
$15.4K - $17.7K
|
435
$18.8K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
400+ 1.86% |
$14.1K - $16.3K
|
21.9K
$949K
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
371+ 0.27% |
$13.1K - $15.1K
|
139K
$6.01M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
327+ 3.13% |
$11.6K - $13.3K
|
10.8K
$467K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
324+ 3.05% |
$11.4K - $13.2K
|
10.9K
$473K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
318+ 0.72% |
$11.2K - $13K
|
44.8K
$1.94M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
315New |
$11.1K - $12.8K
|
315
$13.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
312+ 1.15% |
$11K - $12.7K
|
27.3K
$1.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
268+ 1.14% |
$9.47K - $10.9K
|
23.7K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
245+ 2.99% |
$8.66K - $9.99K
|
8.44K
$365K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
244+ 0.69% |
$8.62K - $9.95K
|
35.9K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
218+ 2.34% |
$7.7K - $8.89K
|
9.54K
$413K
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
213+ 1.93% |
$7.53K - $8.68K
|
11.2K
$486K
|
|
|
May 06, 2025
Q1 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
209+ 2.34% |
$7.38K - $8.52K
|
9.14K
$396K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
200+ 1.73% |
$7.07K - $8.15K
|
11.7K
$508K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
198+ 0.85% |
$7K - $8.07K
|
23.4K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
178+ 0.37% |
$6.29K - $7.26K
|
48.9K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
172+ 0.08% |
$6.08K - $7.01K
|
207K
$8.95M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
171+ 0.27% |
$6.04K - $6.97K
|
62.8K
$2.72M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
157+ 2.15% |
$5.55K - $6.4K
|
7.46K
$323K
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
149+ 0.25% |
$5.26K - $6.07K
|
60K
$2.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
145New |
$5.12K - $5.91K
|
145
$6.27K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
143New |
$5.05K - $5.83K
|
143
$6.19K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
132+ 1.58% |
$4.66K - $5.38K
|
8.48K
$367K
|