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 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-600- 3.03% |
$21.2K - $24.5K
|
19.2K
$734K
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-658- 0.79% |
$23.2K - $26.8K
|
82.8K
$3.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3.68KNew |
$130K - $150K
|
3.68K
$141K
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-280- 4.73% |
$9.89K - $11.4K
|
5.64K
$216K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
34+ 0.59% |
$1.2K - $1.39K
|
5.8K
$222K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.48K- 8.64% |
$87.4K - $101K
|
26.2K
$1M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
19.4K+ 3.24% |
$687K - $793K
|
620K
$23.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-200- 1.39% |
$7.07K - $8.15K
|
14.2K
$544K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
26.9K+ 190.51% |
$950K - $1.1M
|
41K
$1.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-8.98K- 29.07% |
$317K - $366K
|
21.9K
$838K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
34.1K+ 4.24% |
$1.21M - $1.39M
|
839K
$32.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-291- 0.39% |
$10.3K - $11.9K
|
74.3K
$2.84M
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-3- 0.01% |
$106 - $122
|
27.9K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
3.46K+ 0.96% |
$122K - $141K
|
364K
$13.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
6.93K+ 33.53% |
$245K - $283K
|
27.6K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-122- 2.04% |
$4.31K - $4.97K
|
5.86K
$224K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.06K+ 3.23% |
$72.6K - $83.8K
|
65.7K
$2.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-21.6K- 10.42% |
$763K - $881K
|
186K
$7.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
8.19K+ 3.19% |
$289K - $334K
|
265K
$10.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13K- 3.95% |
$459K - $530K
|
316K
$12.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
20.6KNew |
$726K - $838K
|
20.6K
$786K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
28.6K+ 6.43% |
$1.01M - $1.17M
|
474K
$18.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.97KNew |
$211K - $243K
|
5.97K
$228K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.29K- 4.18% |
$116K - $134K
|
75.3K
$2.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.56K+ 54.94% |
$161K - $186K
|
12.9K
$492K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.56K+ 10.86% |
$90.5K - $104K
|
26.1K
$1M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
68+ 0.28% |
$2.4K - $2.77K
|
24.5K
$937K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
602+ 5.0% |
$21.3K - $24.5K
|
12.6K
$484K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
33.8K+ 13.54% |
$1.2M - $1.38M
|
284K
$10.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
268+ 1.14% |
$9.47K - $10.9K
|
23.7K
$908K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-607- 1.13% |
$21.4K - $24.7K
|
53K
$2.03M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
5.66K+ 13.81% |
$200K - $231K
|
46.7K
$1.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
1+ 0.01% |
$35.3 - $40.8
|
11.1K
$426K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.44KNew |
$192K - $222K
|
5.44K
$208K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-29.2K- 2.32% |
$1.03M - $1.19M
|
1.23M
$47.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-73- 0.34% |
$2.58K - $2.98K
|
21.1K
$808K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
7.31KNew |
$258K - $298K
|
7.31K
$280K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-181- 0.59% |
$6.39K - $7.38K
|
30.7K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.89K+ 18.19% |
$66.6K - $76.9K
|
12.3K
$469K
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-401- 1.6% |
$14.2K - $16.3K
|
24.6K
$941K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
127K+ 187.95% |
$4.48M - $5.17M
|
194K
$7.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
21.7K+ 21.58% |
$768K - $886K
|
123K
$4.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
198+ 0.85% |
$7K - $8.07K
|
23.4K
$894K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-110K- 3.13% |
$3.89M - $4.49M
|
3.41M
$130M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-3.21K- 37.74% |
$113K - $131K
|
5.29K
$202K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
905+ 5.9% |
$32K - $36.9K
|
16.3K
$622K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
15.8KNew |
$559K - $645K
|
15.8K
$605K
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-340- 1.95% |
$12K - $13.9K
|
17.1K
$655K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
20.4KNew |
$719K - $830K
|
20.4K
$778K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3.15K- 0.78% |
$111K - $128K
|
400K
$15.3M
|