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 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
4+ 0.55% |
$171 - $186
|
726
$34.8K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
969+ 103.19% |
$41.3K - $45.1K
|
1.91K
$91.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Bank
|
SELL
|
- |
-3.39K- 8.7% |
$145K - $158K
|
35.6K
$1.71M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-990- 5.68% |
$42.2K - $46.1K
|
16.5K
$788K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
12.7K+ 60.08% |
$541K - $590K
|
33.8K
$1.62M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
77.2K+ 4.87% |
$3.29M - $3.59M
|
1.66M
$79.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-6.34K- 1.8% |
$270K - $295K
|
346K
$16.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-31- 0.09% |
$1.32K - $1.44K
|
36.2K
$1.73M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-35- 0.23% |
$1.49K - $1.63K
|
15.4K
$737K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.47K+ 2.05% |
$62.7K - $68.4K
|
73K
$3.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
2.6K+ 84.89% |
$111K - $121K
|
5.67K
$272K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.02K+ 8.34% |
$43.6K - $47.6K
|
13.3K
$636K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
698KNew |
$29.8M - $32.5M
|
698K
$33.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
1.4K+ 4.1% |
$59.7K - $65.1K
|
35.6K
$1.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
74+ 0.62% |
$3.16K - $3.44K
|
12K
$576K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
11.5K+ 6.2% |
$490K - $535K
|
197K
$9.44M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
989New |
$42.2K - $46K
|
989
$47.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
46.5K+ 10.2% |
$1.98M - $2.16M
|
502K
$24.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.23K- 50.0% |
$52.5K - $57.2K
|
1.23K
$58.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.17K+ 18.61% |
$306K - $334K
|
45.7K
$2.19M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-7.4K- 5.09% |
$316K - $344K
|
138K
$6.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
6.03K+ 10.73% |
$257K - $280K
|
62.2K
$2.98M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.57K+ 1.04% |
$195K - $213K
|
444K
$21.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
234+ 0.38% |
$9.98K - $10.9K
|
61.1K
$2.93M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.2K+ 26.73% |
$93.7K - $102K
|
10.4K
$499K
|
|
|
Oct 27, 2025
Q3 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13.3K+ 7.37% |
$567K - $619K
|
194K
$9.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
10.1K+ 4.05% |
$431K - $470K
|
260K
$12.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-222- 0.56% |
$9.47K - $10.3K
|
39.7K
$1.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-2.17K- 7.99% |
$92.4K - $101K
|
24.9K
$1.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
9New |
$384 - $419
|
9
$431
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.34K+ 16.46% |
$100K - $109K
|
16.6K
$794K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
55.8K+ 7.52% |
$2.38M - $2.6M
|
797K
$38.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-656- 22.5% |
$28K - $30.5K
|
2.26K
$108K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-6.56K- 2.93% |
$280K - $305K
|
217K
$10.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
14.2K+ 109.22% |
$605K - $660K
|
27.2K
$1.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-3.44K- 8.65% |
$147K - $160K
|
36.3K
$1.74M
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-497- 3.9% |
$21.2K - $23.1K
|
12.3K
$587K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1.93K- 0.94% |
$82.1K - $89.6K
|
202K
$9.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
450KNew |
$19.2M - $20.9M
|
450K
$21.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
13+ 0.43% |
$555 - $605
|
3.01K
$144K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5.14KNew |
$219K - $239K
|
5.14K
$246K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.18K+ 1.71% |
$136K - $148K
|
189K
$9.06M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-5.14K- 1.31% |
$219K - $239K
|
388K
$18.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
BUY
|
- |
402K+ 57.21% |
$17.2M - $18.7M
|
1.11M
$53M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
29.9K+ 13.01% |
$1.27M - $1.39M
|
259K
$12.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-3.62K- 4.12% |
$155K - $169K
|
84.4K
$4.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.34K+ 22.72% |
$99.8K - $109K
|
12.6K
$605K
|
|
|
Oct 23, 2025
Q3 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
6.32KNew |
$270K - $294K
|
6.32K
$303K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.43KNew |
$61.2K - $66.7K
|
1.43K
$68.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-2.2K- 28.22% |
$94K - $103K
|
5.61K
$269K
|
|