Purchases and Sales Made in Q4 2025 in Dimensional ETF Tr (DFIV)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Guardian Wealth Management, LLC
Chattanooga, TN |
BUY
|
- |
277KNew |
$12.5M - $13.4M
|
277K
$13.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
260KNew |
$11.7M - $12.5M
|
260K
$12.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
131K+ 38.34% |
$5.93M - $6.34M
|
474K
$22.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
120K+ 22.06% |
$5.42M - $5.79M
|
664K
$31.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
96.5K+ 7.25% |
$4.35M - $4.65M
|
1.43M
$68.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
87.7K+ 10.83% |
$3.96M - $4.23M
|
898K
$43M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
85K+ 52.47% |
$3.83M - $4.1M
|
247K
$11.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
73.7K+ 24.09% |
$3.33M - $3.56M
|
380K
$18.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
66.3KNew |
$2.99M - $3.2M
|
66.3K
$3.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
54.8K+ 7.73% |
$2.47M - $2.64M
|
763K
$36.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
43.6K+ 6.68% |
$1.97M - $2.1M
|
696K
$33.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
39.6K+ 7.28% |
$1.79M - $1.91M
|
584K
$28M
|
|
|
Jan 20, 2026
Q4 2025
|
Hbe Wealth Management, LLC
Lincoln, NE |
BUY
|
- |
34.1KNew |
$1.54M - $1.65M
|
34.1K
$1.64M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
30.3K+ 2.23% |
$1.37M - $1.46M
|
1.39M
$66.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
29.2K+ 9.62% |
$1.32M - $1.41M
|
332K
$15.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
28.9K+ 47.8% |
$1.3M - $1.39M
|
89.2K
$4.28M
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
28.1KNew |
$1.27M - $1.35M
|
28.1K
$1.35M
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
25.9K+ 37.14% |
$1.17M - $1.25M
|
95.8K
$4.59M
|
|
|
Jan 21, 2026
Q4 2025
|
Pro Core Advisors, LLC
Newport Beach, CA |
BUY
|
- |
25.3KNew |
$1.14M - $1.22M
|
25.3K
$1.21M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
23.4KNew |
$1.06M - $1.13M
|
23.4K
$1.12M
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
23.2K+ 2.78% |
$1.05M - $1.12M
|
859K
$41.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
23.2KNew |
$1.05M - $1.12M
|
23.2K
$1.11M
|
|
|
Jan 21, 2026
Q4 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
19.2K+ 217.05% |
$867K - $927K
|
28.1K
$1.34M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
19K+ 21.43% |
$856K - $915K
|
107K
$5.15M
|
|
|
Jan 22, 2026
Q4 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
15.5K+ 5.95% |
$697K - $746K
|
275K
$13.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
14.3K+ 7.52% |
$644K - $689K
|
204K
$9.78M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
10.3K+ 13.26% |
$463K - $496K
|
87.8K
$4.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10K+ 7.99% |
$451K - $482K
|
135K
$6.48M
|
|
|
Jan 13, 2026
Q4 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
9.6K+ 1.47% |
$433K - $463K
|
662K
$31.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
8.77K+ 2.15% |
$396K - $423K
|
416K
$19.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
8.67K+ 116.95% |
$391K - $418K
|
16.1K
$770K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
8.23K+ 26.23% |
$371K - $397K
|
39.6K
$1.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8.12K+ 1.12% |
$366K - $392K
|
733K
$35.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
7.96KNew |
$359K - $384K
|
7.96K
$381K
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
7.69K+ 2.18% |
$347K - $371K
|
360K
$17.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.68K+ 61.28% |
$347K - $371K
|
20.2K
$969K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.02K+ 5.35% |
$317K - $339K
|
138K
$6.62M
|
|
|
Jan 20, 2026
Q4 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
6.86K+ 11.03% |
$310K - $331K
|
69.1K
$3.31M
|
|
|
Jan 16, 2026
Q4 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
6.86K+ 5.1% |
$310K - $331K
|
141K
$6.77M
|
|
|
Jan 21, 2026
Q4 2025
|
Daytona Street Capital LLC
Saint Louis, MO |
BUY
|
- |
6.33KNew |
$286K - $305K
|
6.33K
$303K
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
6.29K+ 1.22% |
$284K - $303K
|
520K
$24.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.05K+ 4.16% |
$273K - $292K
|
151K
$7.25M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
5.93K+ 6.27% |
$268K - $286K
|
101K
$4.82M
|
|
|
Jan 21, 2026
Q4 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
5.54KNew |
$250K - $267K
|
5.54K
$266K
|
|
|
Jan 20, 2026
Q4 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
5.18K+ 2.28% |
$234K - $250K
|
232K
$11.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
4.94K+ 60.14% |
$223K - $239K
|
13.2K
$631K
|
|
|
Jan 12, 2026
Q4 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
4.21KNew |
$190K - $203K
|
4.21K
$202K
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
4.17K+ 6.71% |
$188K - $201K
|
66.3K
$3.18M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.05KNew |
$183K - $196K
|
4.05K
$194K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
4.05KNew |
$183K - $195K
|
4.05K
$194K
|
|