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 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-982- 10.15% |
$34.7K - $40K
|
8.7K
$376K
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-1K- 0.28% |
$35.3K - $40.8K
|
356K
$15.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.03K- 11.59% |
$36.4K - $42K
|
7.86K
$340K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.15K- 8.91% |
$40.7K - $47K
|
11.8K
$510K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.21K- 3.97% |
$42.9K - $49.5K
|
29.4K
$1.27M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.25K- 14.16% |
$44.2K - $51K
|
7.59K
$328K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.28K- 1.22% |
$45.3K - $52.2K
|
104K
$4.5M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.29K- 8.42% |
$45.6K - $52.6K
|
14K
$607K
|
|
|
Apr 07, 2025
Q1 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-1.39K- 0.24% |
$49K - $56.5K
|
588K
$25.5M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-1.4K- 1.82% |
$49.5K - $57.1K
|
75.8K
$3.28M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.43K- 3.49% |
$50.5K - $58.3K
|
39.5K
$1.71M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.44K- 7.27% |
$50.8K - $58.7K
|
18.3K
$794K
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-1.47K- 2.83% |
$51.8K - $59.8K
|
50.3K
$2.18M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.67K- 1.0% |
$58.9K - $68K
|
164K
$7.11M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.67K- 2.74% |
$59.1K - $68.2K
|
59.2K
$2.56M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.74KClosed |
$61.4K - $70.9K
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.76K- 50.0% |
$62.1K - $71.7K
|
1.76K
$76.1K
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.85K- 0.51% |
$65.3K - $75.3K
|
361K
$15.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.91K- 20.28% |
$67.6K - $78K
|
7.52K
$325K
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-1.92K- 7.87% |
$67.9K - $78.4K
|
22.5K
$974K
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-1.98K- 1.76% |
$69.8K - $80.5K
|
110K
$4.78M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-2.02K- 73.87% |
$71.4K - $82.4K
|
715
$30.9K
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-2.09K- 1.14% |
$73.8K - $85.2K
|
181K
$7.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-2.11K- 0.79% |
$74.4K - $85.9K
|
265K
$11.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.29K- 17.32% |
$80.9K - $93.4K
|
10.9K
$473K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.29K- 26.08% |
$80.9K - $93.4K
|
6.49K
$281K
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-2.39K- 16.1% |
$84.3K - $97.3K
|
12.4K
$538K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-2.39K- 13.04% |
$84.4K - $97.4K
|
15.9K
$689K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.46K- 23.53% |
$86.9K - $100K
|
7.99K
$346K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.48K- 8.64% |
$87.4K - $101K
|
26.2K
$1.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-2.49K- 1.12% |
$88.1K - $102K
|
221K
$9.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-2.53K- 2.52% |
$89.2K - $103K
|
97.5K
$4.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.58K- 0.54% |
$91.2K - $105K
|
473K
$20.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-2.59K- 21.41% |
$91.4K - $105K
|
9.5K
$411K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.61K- 1.99% |
$92.1K - $106K
|
128K
$5.56M
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.7K- 6.77% |
$95.5K - $110K
|
37.2K
$1.61M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-2.74K- 1.96% |
$96.7K - $112K
|
137K
$5.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-2.79K- 5.04% |
$98.7K - $114K
|
52.6K
$2.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2.85K- 1.09% |
$101K - $116K
|
258K
$11.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-3.13K- 3.61% |
$111K - $128K
|
83.4K
$3.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3.15K- 0.78% |
$111K - $128K
|
400K
$17.3M
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-3.18K- 8.07% |
$112K - $129K
|
36.2K
$1.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-3.21K- 37.74% |
$113K - $131K
|
5.29K
$229K
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-3.25K- 2.22% |
$115K - $132K
|
143K
$6.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.29K- 4.18% |
$116K - $134K
|
75.3K
$3.26M
|
|
|
May 01, 2025
Q1 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.36K- 0.91% |
$119K - $137K
|
365K
$15.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-3.46K- 1.63% |
$122K - $141K
|
209K
$9.05M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-3.53K- 15.33% |
$125K - $144K
|
19.5K
$844K
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-3.53K- 1.29% |
$125K - $144K
|
270K
$11.7M
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-3.59K- 1.16% |
$127K - $146K
|
305K
$13.2M
|