Latest Institutional Transactions on Dimensional ETF Tr (DFIV)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr (DFIV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
SELL
|
- |
-21.3K- 1.83% |
$963K - $1.03M
|
1.15M
$54.9M
|
|
|
Jan 21, 2026
Q4 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-205- 0.82% |
$9.25K - $9.89K
|
24.7K
$1.19M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.68K+ 61.28% |
$347K - $371K
|
20.2K
$969K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
86+ 0.41% |
$3.88K - $4.15K
|
21.2K
$1.01M
|
|
|
Jan 21, 2026
Q4 2025
|
Daytona Street Capital LLC
Saint Louis, MO |
BUY
|
- |
6.33KNew |
$286K - $305K
|
6.33K
$303K
|
|
|
Jan 21, 2026
Q4 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
131K+ 38.34% |
$5.93M - $6.34M
|
474K
$22.7M
|
|
|
Jan 21, 2026
Q4 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
19.2K+ 217.05% |
$867K - $927K
|
28.1K
$1.34M
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-207K- 8.33% |
$9.35M - $9.99M
|
2.28M
$109M
|
|
|
Jan 21, 2026
Q4 2025
|
Pro Core Advisors, LLC
Newport Beach, CA |
BUY
|
- |
25.3KNew |
$1.14M - $1.22M
|
25.3K
$1.21M
|
|
|
Jan 21, 2026
Q4 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
5.54KNew |
$250K - $267K
|
5.54K
$266K
|
|
|
Jan 20, 2026
Q4 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
256New |
$11.6K - $12.4K
|
256
$12.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10K+ 7.99% |
$451K - $482K
|
135K
$6.48M
|
|
|
Jan 20, 2026
Q4 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
6.86K+ 11.03% |
$310K - $331K
|
69.1K
$3.31M
|
|
|
Jan 20, 2026
Q4 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-158- 0.06% |
$7.13K - $7.62K
|
267K
$12.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10.4K- 63.26% |
$470K - $502K
|
6.05K
$290K
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
833+ 0.67% |
$37.6K - $40.2K
|
126K
$6.04M
|
|
|
Jan 20, 2026
Q4 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
1.29K+ 0.96% |
$58.2K - $62.2K
|
135K
$6.47M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-262- 2.1% |
$11.8K - $12.6K
|
12.2K
$586K
|
|
|
Jan 20, 2026
Q4 2025
|
Guardian Wealth Management, LLC
Chattanooga, TN |
BUY
|
- |
277KNew |
$12.5M - $13.4M
|
277K
$13.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
25.9K+ 37.14% |
$1.17M - $1.25M
|
95.8K
$4.59M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
2.79K+ 1.38% |
$126K - $134K
|
205K
$9.83M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6+ 0.1% |
$271 - $290
|
6.24K
$299K
|
|
|
Jan 20, 2026
Q4 2025
|
Unison Advisors LLC
|
SELL
|
- |
-31- 0.26% |
$1.4K - $1.5K
|
12K
$576K
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
8.67K+ 116.95% |
$391K - $418K
|
16.1K
$770K
|
|
|
Jan 20, 2026
Q4 2025
|
Hbe Wealth Management, LLC
Lincoln, NE |
BUY
|
- |
34.1KNew |
$1.54M - $1.65M
|
34.1K
$1.64M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
254+ 6.29% |
$11.5K - $12.3K
|
4.29K
$206K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-34- 0.28% |
$1.53K - $1.64K
|
12K
$577K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
85K+ 52.47% |
$3.83M - $4.1M
|
247K
$11.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
5.18K+ 2.28% |
$234K - $250K
|
232K
$11.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-2.5K- 7.21% |
$113K - $121K
|
32.2K
$1.54M
|
|
|
Jan 16, 2026
Q4 2025
|
Five Oceans Advisors
|
SELL
|
- |
-507- 4.79% |
$22.9K - $24.5K
|
10.1K
$483K
|
|
|
Jan 16, 2026
Q4 2025
|
First Community Trust Na
|
SELL
|
- |
-27- 2.05% |
$1.22K - $1.3K
|
1.29K
$61.7K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
576+ 15.29% |
$26K - $27.8K
|
4.34K
$208K
|
|
|
Jan 16, 2026
Q4 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
6.86K+ 5.1% |
$310K - $331K
|
141K
$6.77M
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
120K+ 22.06% |
$5.42M - $5.79M
|
664K
$31.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.29K- 19.98% |
$149K - $159K
|
13.2K
$632K
|
|
|
Jan 16, 2026
Q4 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-1.1K- 5.05% |
$49.7K - $53.2K
|
20.7K
$992K
|
|
|
Jan 16, 2026
Q4 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
629+ 3.73% |
$28.4K - $30.3K
|
17.5K
$839K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
4.05KNew |
$183K - $195K
|
4.05K
$194K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-345- 6.46% |
$15.6K - $16.6K
|
4.99K
$239K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.02K+ 5.35% |
$317K - $339K
|
138K
$6.62M
|
|
|
Jan 15, 2026
Q4 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-125- 0.44% |
$5.64K - $6.03K
|
28.2K
$1.35M
|
|
|
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
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.42K- 3.83% |
$64.2K - $68.7K
|
35.8K
$1.71M
|
|
|
Jan 15, 2026
Q4 2025
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-56.3K- 4.25% |
$2.54M - $2.72M
|
1.27M
$60.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.61K- 4.1% |
$208K - $222K
|
108K
$5.17M
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
4.17K+ 6.71% |
$188K - $201K
|
66.3K
$3.18M
|
|
|
Jan 15, 2026
Q4 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-391- 1.38% |
$17.6K - $18.9K
|
27.9K
$1.33M
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
43.6K+ 6.68% |
$1.97M - $2.1M
|
696K
$33.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-7.82K- 3.15% |
$353K - $377K
|
240K
$11.5M
|
|