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 |
|---|---|---|---|---|---|---|---|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
20.1KNew |
$700K - $762K
|
20.1K
$797K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
75.2K+ 3.94% |
$2.62M - $2.86M
|
1.98M
$78.7M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
68KNew |
$2.37M - $2.58M
|
68K
$2.7M
|
|
|
Mar 07, 2025
Q4 2024
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
6.98KNew |
$243K - $265K
|
6.98K
$277K
|
|
|
Mar 06, 2025
Q4 2024
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
61.4KNew |
$2.14M - $2.33M
|
61.4K
$2.44M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
221+ 8.38% |
$7.7K - $8.39K
|
2.86K
$113K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
105+ 0.92% |
$3.66K - $3.99K
|
11.6K
$459K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1.65K+ 1.12% |
$57.3K - $62.5K
|
149K
$5.89M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
140KNew |
$4.89M - $5.32M
|
140K
$5.56M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
74New |
$2.58K - $2.81K
|
74
$2.94K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
135KNew |
$4.69M - $5.11M
|
135K
$5.34M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-101- 1.46% |
$3.52K - $3.83K
|
6.84K
$271K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
43New |
$1.5K - $1.63K
|
43
$1.71K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
13.7KNew |
$476K - $519K
|
13.7K
$542K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.9K- 5.72% |
$66.3K - $72.2K
|
31.3K
$1.24M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
3.42K+ 3.67% |
$119K - $130K
|
96.6K
$3.83M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
22.8KNew |
$794K - $865K
|
22.8K
$904K
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
451KNew |
$15.7M - $17.1M
|
451K
$17.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
413KNew |
$14.4M - $15.7M
|
413K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
12.1K+ 1.1% |
$423K - $461K
|
1.11M
$44.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.22K+ 4.01% |
$42.6K - $46.4K
|
31.7K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
26.6KNew |
$927K - $1.01M
|
26.6K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.65K+ 5.3% |
$197K - $215K
|
112K
$4.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-30.8K- 0.46% |
$1.07M - $1.17M
|
6.71M
$266M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
18.7KNew |
$652K - $711K
|
18.7K
$743K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12.9K- 1.75% |
$450K - $490K
|
726K
$28.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-581- 7.46% |
$20.3K - $22.1K
|
7.21K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
69.6K+ 7.53% |
$2.43M - $2.64M
|
994K
$39.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.72KNew |
$304K - $331K
|
8.72K
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-15.1K- 0.42% |
$528K - $575K
|
3.55M
$141M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.79K+ 205.98% |
$62.4K - $68K
|
2.66K
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.95K+ 18.24% |
$173K - $188K
|
32.1K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.96KNew |
$208K - $226K
|
5.96K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-174K- 38.98% |
$6.05M - $6.59M
|
272K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-5.03K- 37.55% |
$175K - $191K
|
8.36K
$332K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
52.1K+ 1870.12% |
$1.82M - $1.98M
|
54.9K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.4K+ 15.51% |
$1.17M - $1.27M
|
249K
$9.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-19.1K- 24.18% |
$664K - $724K
|
59.7K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.21K+ 0.83% |
$77K - $83.9K
|
269K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.2K+ 1.97% |
$112K - $122K
|
166K
$6.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-212- 16.49% |
$7.39K - $8.05K
|
1.07K
$42.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-24.4K- 4.36% |
$851K - $927K
|
535K
$21.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
SELL
|
- |
-145- 0.27% |
$5.05K - $5.51K
|
54.4K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
4.26K+ 9.13% |
$148K - $162K
|
50.9K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-5.27K- 11.35% |
$184K - $200K
|
41.2K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-47- 0.12% |
$1.64K - $1.78K
|
39.4K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
119K+ 9.43% |
$4.13M - $4.5M
|
1.38M
$54.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
5.65MNew |
$197M - $215M
|
5.65M
$224M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
19.7KNew |
$685K - $746K
|
19.7K
$780K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.6M- 8.24% |
$55.7M - $60.7M
|
17.8M
$706M
|