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 |
|---|---|---|---|---|---|---|---|
|
Dec 23, 2025
Q3 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-3.03K- 40.33% |
$129K - $141K
|
4.49K
$215K
|
|
|
Dec 17, 2025
Q3 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
324+ 3.6% |
$13.8K - $15.1K
|
9.33K
$447K
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
7.96K+ 7.31% |
$340K - $371K
|
117K
$5.6M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
13.3K+ 2.67% |
$569K - $621K
|
513K
$24.6M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
12.2K+ 24.01% |
$522K - $569K
|
63.2K
$3.03M
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
333+ 1.04% |
$14.2K - $15.5K
|
32.3K
$1.55M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.34K+ 122.54% |
$270K - $295K
|
11.5K
$552K
|
|
|
Nov 20, 2025
Q3 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-881- 1.11% |
$37.6K - $41K
|
78.2K
$3.75M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.26K+ 24.99% |
$96.2K - $105K
|
11.3K
$540K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
609+ 0.18% |
$26K - $28.3K
|
338K
$16.2M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.09K- 50.32% |
$217K - $237K
|
5.02K
$241K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
80.7KNew |
$3.44M - $3.76M
|
80.7K
$3.87M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
5.27KNew |
$225K - $245K
|
5.27K
$253K
|
|
|
Nov 18, 2025
Q3 2025
|
Del Sette Capital Management, LLC
|
BUY
|
- |
11.7K+ 12.0% |
$501K - $546K
|
110K
$5.25M
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
86New |
$3.67K - $4K
|
86
$4.12K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.69K+ 6.5% |
$158K - $172K
|
60.5K
$2.9M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
278K+ 10.33% |
$11.9M - $12.9M
|
2.97M
$142M
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7.73K+ 7.42% |
$330K - $360K
|
112K
$5.36M
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
168+ 2.66% |
$7.17K - $7.82K
|
6.48K
$310K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
87.1K+ 142.27% |
$3.72M - $4.05M
|
148K
$7.11M
|
|
|
Nov 17, 2025
Q3 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
84+ 0.44% |
$3.58K - $3.91K
|
19.1K
$916K
|
|
|
Nov 17, 2025
Q3 2025
|
Schubert & CO
|
BUY
|
- |
3.01K+ 4.1% |
$129K - $140K
|
76.6K
$3.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-7.21K- 2.37% |
$308K - $336K
|
297K
$14.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.47KNew |
$105K - $115K
|
2.47K
$118K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
28.1K+ 46.58% |
$1.2M - $1.31M
|
88.3K
$4.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.23K+ 3.36% |
$223K - $244K
|
161K
$7.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
309K+ 698.87% |
$13.2M - $14.4M
|
353K
$16.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
195KNew |
$8.31M - $9.07M
|
195K
$9.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-885K- 22.61% |
$37.8M - $41.2M
|
3.03M
$145M
|
|
|
Nov 14, 2025
Q3 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-8.4K- 1.37% |
$358K - $391K
|
603K
$28.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
1.11K+ 1.71% |
$47.5K - $51.8K
|
66.1K
$3.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-107- 0.54% |
$4.56K - $4.98K
|
19.6K
$941K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
716K+ 54.89% |
$30.5M - $33.3M
|
2.02M
$96.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.24K+ 1.28% |
$95.7K - $104K
|
178K
$8.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2.86K+ 23.2% |
$122K - $133K
|
15.2K
$728K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-2.15K- 1.59% |
$91.8K - $100K
|
133K
$6.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.56K+ 14.37% |
$109K - $119K
|
20.4K
$977K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.19K+ 37.14% |
$222K - $242K
|
19.2K
$919K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
38.3KNew |
$1.64M - $1.78M
|
38.3K
$1.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
2.06KNew |
$87.9K - $95.9K
|
2.06K
$98.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.26M+ 9.16% |
$96.3M - $105M
|
26.9M
$1.29B
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-13.6K- 23.01% |
$581K - $634K
|
45.6K
$2.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
60.8K+ 21.43% |
$2.59M - $2.83M
|
345K
$16.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-179- 55.25% |
$7.64K - $8.33K
|
145
$6.95K
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-151- 0.16% |
$6.44K - $7.03K
|
95.4K
$4.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.5K- 3.8% |
$447K - $488K
|
266K
$12.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
108+ 2.14% |
$4.61K - $5.03K
|
5.16K
$247K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
69.2K+ 23.8% |
$2.95M - $3.22M
|
360K
$17.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
58.1K+ 18.98% |
$2.48M - $2.7M
|
364K
$17.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
37.4K+ 13.74% |
$1.6M - $1.74M
|
310K
$14.8M
|
|