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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
165+ 0.37% |
$7.04K - $7.68K
|
45K
$2.16M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.54KNew |
$194K - $211K
|
4.54K
$218K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4.66K+ 28.34% |
$199K - $217K
|
21.1K
$1.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
5.1KNew |
$218K - $237K
|
5.1K
$244K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5.39K+ 21.7% |
$230K - $251K
|
30.2K
$1.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.4K- 8.46% |
$102K - $111K
|
25.9K
$1.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.43K- 3.69% |
$60.8K - $66.3K
|
37.2K
$1.78M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-140- 4.32% |
$5.97K - $6.51K
|
3.1K
$148K
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
656+ 7.44% |
$28K - $30.5K
|
9.48K
$454K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
760+ 12.64% |
$32.4K - $35.4K
|
6.77K
$325K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
205+ 5.35% |
$8.75K - $9.54K
|
4.04K
$194K
|
|
|
Oct 21, 2025
Q3 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
4.55KNew |
$194K - $212K
|
4.55K
$218K
|
|
|
Oct 21, 2025
Q3 2025
|
In Track Investment Management Inc
|
BUY
|
- |
25.3K+ 35.08% |
$1.08M - $1.18M
|
97.3K
$4.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-6.58K- 11.62% |
$280K - $306K
|
50K
$2.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
126+ 1.45% |
$5.38K - $5.86K
|
8.79K
$421K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
6+ 0.01% |
$256 - $279
|
83.7K
$4.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-665- 3.76% |
$28.4K - $30.9K
|
17K
$816K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
70+ 0.99% |
$2.99K - $3.26K
|
7.12K
$341K
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
SELL
|
- |
-860- 15.62% |
$36.7K - $40K
|
4.65K
$223K
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
4.09K+ 3.13% |
$174K - $190K
|
134K
$6.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
112KNew |
$4.78M - $5.21M
|
112K
$5.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-344- 0.49% |
$14.7K - $16K
|
69.8K
$3.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
5.06K+ 24.64% |
$216K - $235K
|
25.6K
$1.23M
|
|
|
Oct 20, 2025
Q3 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-681- 1.37% |
$29.1K - $31.7K
|
48.9K
$2.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
496KNew |
$21.2M - $23.1M
|
496K
$23.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Premier Financial Group
Eureka, CA |
SELL
|
- |
-4.68K- 0.61% |
$199K - $218K
|
765K
$36.7M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
28.2KNew |
$1.21M - $1.31M
|
28.2K
$1.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-256- 1.09% |
$10.9K - $11.9K
|
23.2K
$1.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.02K- 5.23% |
$86.1K - $93.9K
|
36.6K
$1.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.77K- 1.7% |
$118K - $129K
|
161K
$7.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
5+ 0.02% |
$213 - $233
|
28.2K
$1.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
11.4K+ 2.87% |
$487K - $531K
|
409K
$19.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-767- 4.11% |
$32.7K - $35.7K
|
17.9K
$858K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.45K+ 0.34% |
$104K - $114K
|
724K
$34.7M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
737+ 6.85% |
$31.4K - $34.3K
|
11.5K
$551K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
158K+ 24.29% |
$6.75M - $7.37M
|
810K
$38.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-3.89K- 3.31% |
$166K - $181K
|
113K
$5.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-825- 0.82% |
$35.2K - $38.4K
|
99.8K
$4.78M
|
|
|
Oct 17, 2025
Q3 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
8.95K+ 3.14% |
$382K - $417K
|
294K
$14.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-135- 2.12% |
$5.76K - $6.28K
|
6.23K
$299K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.06K+ 10.82% |
$131K - $143K
|
31.4K
$1.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.76K+ 2.95% |
$161K - $175K
|
131K
$6.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-42.2K- 3.49% |
$1.8M - $1.96M
|
1.17M
$55.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
10.1K+ 4.65% |
$430K - $469K
|
227K
$10.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
28.4K+ 3.33% |
$1.21M - $1.32M
|
881K
$42.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
11K+ 3.11% |
$471K - $514K
|
366K
$17.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
199+ 2.46% |
$8.49K - $9.26K
|
8.28K
$397K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.15K- 0.91% |
$49K - $53.5K
|
125K
$6M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
4.26K+ 15.94% |
$182K - $198K
|
31K
$1.48M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
8.57K+ 6.53% |
$365K - $399K
|
140K
$6.69M
|
|