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 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-113- 2.75% |
$3.99K - $4.61K
|
3.99K
$173K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-122- 2.04% |
$4.31K - $4.97K
|
5.86K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-124- 0.2% |
$4.38K - $5.06K
|
62.1K
$2.69M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-133- 0.76% |
$4.7K - $5.42K
|
17.4K
$751K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-134- 2.48% |
$4.73K - $5.46K
|
5.28K
$228K
|
|
|
May 06, 2025
Q1 2025
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
SELL
|
- |
-143- 0.14% |
$5.05K - $5.83K
|
98.7K
$4.27M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-149- 0.21% |
$5.26K - $6.07K
|
71.2K
$3.08M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-159- 7.38% |
$5.62K - $6.48K
|
2K
$86.4K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-177- 1.02% |
$6.25K - $7.22K
|
17.1K
$741K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-181- 0.59% |
$6.39K - $7.38K
|
30.7K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-195- 0.29% |
$6.89K - $7.95K
|
67.8K
$2.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-200- 1.39% |
$7.07K - $8.15K
|
14.2K
$616K
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-209- 0.22% |
$7.38K - $8.52K
|
92.8K
$4.01M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-217- 1.44% |
$7.67K - $8.85K
|
14.8K
$641K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-217- 0.22% |
$7.67K - $8.85K
|
97.1K
$4.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-240- 0.89% |
$8.48K - $9.78K
|
26.9K
$1.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-272- 0.91% |
$9.61K - $11.1K
|
29.6K
$1.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-280- 4.73% |
$9.89K - $11.4K
|
5.64K
$244K
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-291- 0.39% |
$10.3K - $11.9K
|
74.3K
$3.22M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-300- 0.16% |
$10.6K - $12.2K
|
188K
$8.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-307- 2.9% |
$10.8K - $12.5K
|
10.3K
$446K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-337- 0.48% |
$11.9K - $13.7K
|
69.4K
$3M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-340- 1.95% |
$12K - $13.9K
|
17.1K
$741K
|
|
|
May 05, 2025
Q1 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-346- 0.3% |
$12.2K - $14.1K
|
114K
$4.95M
|
|
|
May 09, 2025
Q1 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-357- 0.37% |
$12.6K - $14.6K
|
97.2K
$4.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-367- 4.5% |
$13K - $15K
|
7.79K
$337K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-368- 0.41% |
$13K - $15K
|
88.9K
$3.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-376- 6.05% |
$13.3K - $15.3K
|
5.84K
$253K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-388- 1.94% |
$13.7K - $15.8K
|
19.6K
$848K
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-401- 1.6% |
$14.2K - $16.3K
|
24.6K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-431- 1.8% |
$15.2K - $17.6K
|
23.6K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-461- 0.54% |
$16.3K - $18.8K
|
84.6K
$3.66M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-527- 0.89% |
$18.6K - $21.5K
|
58.4K
$2.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-550- 73.33% |
$19.4K - $22.4K
|
200
$8.65K
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-550- 0.14% |
$19.4K - $22.4K
|
391K
$16.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-587- 1.27% |
$20.7K - $23.9K
|
45.7K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-600- 0.22% |
$21.2K - $24.5K
|
271K
$11.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-600- 3.03% |
$21.2K - $24.5K
|
19.2K
$830K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-607- 1.13% |
$21.4K - $24.7K
|
53K
$2.29M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-615- 5.04% |
$21.7K - $25.1K
|
11.6K
$501K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-620- 0.6% |
$21.9K - $25.3K
|
103K
$4.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-658- 0.79% |
$23.2K - $26.8K
|
82.8K
$3.58M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-738- 12.95% |
$26.1K - $30.1K
|
4.96K
$215K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-761- 0.36% |
$26.9K - $31K
|
212K
$9.19M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-779- 8.09% |
$27.5K - $31.8K
|
8.85K
$383K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-782- 1.0% |
$27.6K - $31.9K
|
77.5K
$3.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-909- 3.67% |
$32.1K - $37.1K
|
23.9K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-950- 1.54% |
$33.6K - $38.7K
|
60.7K
$2.62M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-968- 1.12% |
$34.2K - $39.5K
|
85.7K
$3.71M
|
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-978- 4.99% |
$34.6K - $39.9K
|
18.6K
$806K
|