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 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
86+ 0.35% |
$3.67K - $4K
|
24.9K
$1.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.71K- 12.92% |
$72.9K - $79.5K
|
11.5K
$552K
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
15+ 0.01% |
$640 - $698
|
108K
$5.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-4.82K- 2.21% |
$206K - $224K
|
213K
$10.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-242- 2.05% |
$10.3K - $11.3K
|
11.5K
$553K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-4.72K- 1.47% |
$201K - $220K
|
317K
$15.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.79K+ 46.77% |
$332K - $362K
|
24.4K
$1.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
4.91K+ 28.77% |
$209K - $228K
|
22K
$1.05M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-50- 0.24% |
$2.13K - $2.33K
|
20.9K
$1M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
14.7K+ 8.69% |
$626K - $683K
|
183K
$8.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.23K+ 11.68% |
$138K - $150K
|
30.8K
$1.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.26K+ 1.29% |
$96.3K - $105K
|
177K
$8.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.9K+ 7.79% |
$1.06M - $1.16M
|
344K
$16.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-809- 0.81% |
$34.5K - $37.6K
|
98.8K
$4.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-40- 0.17% |
$1.71K - $1.86K
|
23.1K
$1.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
165+ 0.37% |
$7.04K - $7.68K
|
45K
$2.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-2.75K- 2.78% |
$117K - $128K
|
95.9K
$4.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
31.8KNew |
$1.36M - $1.48M
|
31.8K
$1.53M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
2.92K+ 3.03% |
$124K - $136K
|
99.3K
$4.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
187K+ 6.76% |
$7.98M - $8.71M
|
2.95M
$142M
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-3.57K- 13.46% |
$152K - $166K
|
22.9K
$1.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
466K+ 14.73% |
$19.9M - $21.7M
|
3.63M
$174M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
23+ 0.65% |
$981 - $1.07K
|
3.54K
$170K
|
|
|
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
|
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
|
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
|
Bell Bank
|
SELL
|
- |
-860- 15.62% |
$36.7K - $40K
|
4.65K
$223K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-825- 0.82% |
$35.2K - $38.4K
|
99.8K
$4.78M
|
|
|
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
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
737+ 6.85% |
$31.4K - $34.3K
|
11.5K
$551K
|
|
|
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
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
11.4K+ 2.87% |
$487K - $531K
|
409K
$19.6M
|
|
|
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
|
Merit Financial Group, LLC
|
SELL
|
- |
-344- 0.49% |
$14.7K - $16K
|
69.8K
$3.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
112KNew |
$4.78M - $5.21M
|
112K
$5.37M
|
|
|
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
|
|