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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
SELL
|
- |
-23K- 2.59% |
$812K - $937K
|
865K
$33.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.52K+ 6.42% |
$53.6K - $61.9K
|
25.2K
$972K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-2.39K- 13.04% |
$84.4K - $97.4K
|
15.9K
$615K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-2.59K- 21.41% |
$91.4K - $105K
|
9.5K
$367K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-8.05K- 22.35% |
$284K - $328K
|
28K
$1.08M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
5.51KNew |
$195K - $224K
|
5.51K
$213K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-29.2K- 6.38% |
$1.03M - $1.19M
|
428K
$16.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
4.09K+ 3.09% |
$144K - $167K
|
137K
$5.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.58K- 0.54% |
$91.2K - $105K
|
473K
$18.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
18+ 0.16% |
$636 - $734
|
11.6K
$448K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.45K+ 7.91% |
$51.3K - $59.2K
|
19.8K
$765K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.53K+ 9.22% |
$89.3K - $103K
|
30K
$1.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
3.15K+ 0.68% |
$111K - $128K
|
467K
$18M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.61K- 1.99% |
$92.1K - $106K
|
128K
$4.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
11+ 0.02% |
$389 - $448
|
72.1K
$2.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
1.26K+ 147.88% |
$44.4K - $51.2K
|
2.11K
$81.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17+ 0.03% |
$601 - $693
|
64.3K
$2.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
145New |
$5.12K - $5.91K
|
145
$5.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.45K+ 24.89% |
$51.1K - $58.9K
|
7.25K
$280K
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
26K+ 7.47% |
$920K - $1.06M
|
375K
$14.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.35KNew |
$224K - $259K
|
6.35K
$245K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.7K+ 0.54% |
$378K - $436K
|
2M
$77.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-2.11K- 0.79% |
$74.4K - $85.9K
|
265K
$10.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
4.67K+ 3.76% |
$165K - $191K
|
129K
$4.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-782- 1.0% |
$27.6K - $31.9K
|
77.5K
$2.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-982- 10.15% |
$34.7K - $40K
|
8.7K
$336K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-10.1K- 1.31% |
$358K - $413K
|
766K
$29.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-368- 0.41% |
$13K - $15K
|
88.9K
$3.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
16+ 0.04% |
$565 - $652
|
41.2K
$1.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-1.92K- 7.87% |
$67.9K - $78.4K
|
22.5K
$869K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-104- 1.09% |
$3.67K - $4.24K
|
9.41K
$364K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
8.08KNew |
$286K - $330K
|
8.08K
$312K
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-1.98K- 1.76% |
$69.8K - $80.5K
|
110K
$4.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-2.53K- 2.52% |
$89.2K - $103K
|
97.5K
$3.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-31.2K- 6.78% |
$1.1M - $1.27M
|
430K
$16.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
21.1K+ 6.83% |
$746K - $861K
|
330K
$12.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-200- 1.39% |
$7.07K - $8.15K
|
14.2K
$550K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3.68KNew |
$130K - $150K
|
3.68K
$142K
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-280- 4.73% |
$9.89K - $11.4K
|
5.64K
$218K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
34+ 0.59% |
$1.2K - $1.39K
|
5.8K
$224K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-600- 3.03% |
$21.2K - $24.5K
|
19.2K
$741K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.48K- 8.64% |
$87.4K - $101K
|
26.2K
$1.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
19.4K+ 3.24% |
$687K - $793K
|
620K
$24M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
26.9K+ 190.51% |
$950K - $1.1M
|
41K
$1.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-8.98K- 29.07% |
$317K - $366K
|
21.9K
$846K
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-658- 0.79% |
$23.2K - $26.8K
|
82.8K
$3.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
34.1K+ 4.24% |
$1.21M - $1.39M
|
839K
$32.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
3.46K+ 0.96% |
$122K - $141K
|
364K
$14.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
6.93K+ 33.53% |
$245K - $283K
|
27.6K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-122- 2.04% |
$4.31K - $4.97K
|
5.86K
$226K
|