Purchases and Sales Made in Q2 2025 in Dimensional ETF Tr (DFIV)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
414K+ 156.21% |
$14.3M - $17.9M
|
679K
$29.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
342KNew |
$11.9M - $14.8M
|
342K
$14.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
69.4K+ 3.48% |
$2.41M - $3M
|
2.07M
$89.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
45KNew |
$1.56M - $1.95M
|
45K
$1.95M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
39.3K+ 8.3% |
$1.36M - $1.7M
|
513K
$22.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
39KNew |
$1.35M - $1.69M
|
39K
$1.69M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
21.2K+ 72.28% |
$736K - $917K
|
50.6K
$2.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
12.6K+ 3.83% |
$437K - $544K
|
341K
$14.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9.66K+ 94.88% |
$335K - $418K
|
19.9K
$859K
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
8.12K+ 1.28% |
$281K - $351K
|
644K
$27.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
4.14K+ 37.81% |
$143K - $179K
|
15.1K
$652K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
2.35KNew |
$81.3K - $101K
|
2.35K
$102K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
2.12K+ 16.79% |
$73.6K - $91.7K
|
14.8K
$639K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.1K+ 10.31% |
$72.7K - $90.7K
|
22.4K
$971K
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.85K+ 1.53% |
$64.1K - $79.9K
|
123K
$5.31M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
1.53K+ 6.96% |
$53K - $66.1K
|
23.5K
$1.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.26K+ 3.37% |
$43.6K - $54.4K
|
38.6K
$1.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
493+ 5.24% |
$17.1K - $21.3K
|
9.9K
$429K
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
262+ 0.12% |
$9.08K - $11.3K
|
213K
$9.24M
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
200+ 0.14% |
$6.93K - $8.64K
|
139K
$6.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
153+ 2.64% |
$5.3K - $6.61K
|
5.95K
$257K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
97+ 0.24% |
$3.36K - $4.19K
|
41.3K
$1.78M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
15+ 0.07% |
$520 - $648
|
20.6K
$890K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-35- 1.19% |
$1.21K - $1.51K
|
2.92K
$126K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-220- 1.41% |
$7.63K - $9.51K
|
15.4K
$667K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-271- 0.09% |
$9.4K - $11.7K
|
316K
$13.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-359- 2.21% |
$12.4K - $15.5K
|
15.9K
$688K
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-477- 0.85% |
$16.5K - $20.6K
|
55.8K
$2.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-502- 2.93% |
$17.4K - $21.7K
|
16.6K
$720K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-727- 3.11% |
$25.2K - $31.4K
|
22.6K
$980K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-775- 1.54% |
$26.9K - $33.5K
|
49.6K
$2.14M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-1.31K- 50.0% |
$45.6K - $56.8K
|
1.31K
$56.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1.5K- 19.45% |
$52.1K - $64.9K
|
6.22K
$269K
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-1.77K- 20.41% |
$61.4K - $76.6K
|
6.91K
$299K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.84K- 14.99% |
$63.7K - $79.4K
|
10.4K
$451K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.92K- 1.81% |
$66.4K - $82.7K
|
104K
$4.49M
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-2.08K- 1.88% |
$71.9K - $89.7K
|
108K
$4.69M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-2.3K- 3.71% |
$79.9K - $99.6K
|
59.8K
$2.59M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2.48K- 0.62% |
$86.1K - $107K
|
397K
$17.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.75K- 2.24% |
$95.3K - $119K
|
120K
$5.18M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-3.6K- 14.97% |
$125K - $156K
|
20.5K
$885K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-4.67K- 2.8% |
$162K - $202K
|
162K
$7.01M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-8.34K- 2.29% |
$289K - $360K
|
356K
$15.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-10.5K- 1.78% |
$363K - $452K
|
578K
$25M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-13K- 3.04% |
$452K - $563K
|
415K
$17.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-20.7K- 1.69% |
$719K - $896K
|
1.21M
$52.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-42.2K- 9.84% |
$1.46M - $1.83M
|
387K
$16.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-86.3K- 16.38% |
$2.99M - $3.73M
|
441K
$19.1M
|