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 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
127+ 1.29% |
$4.49K - $5.18K
|
9.97K
$431K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
108+ 1.23% |
$3.82K - $4.4K
|
8.87K
$384K
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
99+ 97.06% |
$3.5K - $4.04K
|
201
$8.7K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
90+ 0.34% |
$3.18K - $3.67K
|
26.6K
$1.15M
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
75+ 0.29% |
$2.65K - $3.06K
|
26.3K
$1.14M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
68+ 0.27% |
$2.4K - $2.77K
|
25.5K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
68+ 0.28% |
$2.4K - $2.77K
|
24.5K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
58+ 0.34% |
$2.05K - $2.36K
|
17.2K
$742K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
34+ 0.59% |
$1.2K - $1.39K
|
5.8K
$251K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
33+ 0.36% |
$1.17K - $1.35K
|
9.16K
$396K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
30+ 0.36% |
$1.06K - $1.22K
|
8.39K
$363K
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
30+ 0.35% |
$1.06K - $1.22K
|
8.68K
$376K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
30+ 0.36% |
$1.06K - $1.22K
|
8.45K
$366K
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
26+ 0.03% |
$919 - $1.06K
|
76.5K
$3.31M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
23New |
$813 - $938
|
23
$995
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
22+ 0.36% |
$777 - $897
|
6.14K
$266K
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
21+ 0.04% |
$742 - $856
|
49K
$2.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
18+ 0.16% |
$636 - $734
|
11.6K
$502K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17+ 0.03% |
$601 - $693
|
64.3K
$2.78M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
17+ 0.09% |
$601 - $693
|
19.7K
$851K
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
16+ 0.17% |
$565 - $652
|
9.46K
$409K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
16+ 0.04% |
$565 - $652
|
41.2K
$1.78M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
11+ 0.34% |
$389 - $448
|
3.22K
$140K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
11+ 0.02% |
$389 - $448
|
72.1K
$3.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
10+ 0.34% |
$353 - $408
|
2.95K
$128K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
10+ 0.35% |
$353 - $408
|
2.87K
$124K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
9+ 0.29% |
$318 - $367
|
3.16K
$137K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
7+ 0.1% |
$247 - $285
|
6.82K
$295K
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6+ 0.0% |
$212 - $245
|
308K
$13.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$106 - $122
|
6.91K
$299K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.27% |
$35.3 - $40.8
|
374
$16.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
1+ 0.01% |
$35.3 - $40.8
|
11.1K
$482K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2- 0.01% |
$70.7 - $81.5
|
32.2K
$1.39M
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-3- 0.01% |
$106 - $122
|
27.9K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
SELL
|
- |
-12- 0.1% |
$424 - $489
|
11.8K
$512K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.02% |
$707 - $815
|
104K
$4.48M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-23- 0.01% |
$813 - $938
|
248K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-24- 10.76% |
$848 - $978
|
199
$8.61K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-30- 0.04% |
$1.06K - $1.22K
|
73.4K
$3.18M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-35- 0.16% |
$1.24K - $1.43K
|
21.6K
$933K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-42- 0.04% |
$1.48K - $1.71K
|
118K
$5.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-57- 1.9% |
$2.01K - $2.32K
|
2.95K
$127K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-65- 87.84% |
$2.3K - $2.65K
|
9
$389
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-73- 0.34% |
$2.58K - $2.98K
|
21.1K
$914K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-80- 1.17% |
$2.83K - $3.26K
|
6.76K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-88- 1.03% |
$3.11K - $3.59K
|
8.46K
$366K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-98- 2.63% |
$3.46K - $4K
|
3.62K
$157K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-104- 1.09% |
$3.67K - $4.24K
|
9.41K
$407K
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-107- 0.96% |
$3.78K - $4.36K
|
11K
$475K
|