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 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
19+ 0.18% |
$811 - $884
|
10.6K
$506K
|
|
|
Oct 16, 2025
Q3 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-9.28K- 2.63% |
$396K - $432K
|
344K
$16.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
27+ 0.72% |
$1.15K - $1.26K
|
3.77K
$181K
|
|
|
Oct 16, 2025
Q3 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
164+ 0.58% |
$7K - $7.63K
|
28.3K
$1.36M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-66- 0.81% |
$2.82K - $3.07K
|
8.08K
$387K
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
11.6K+ 21.2% |
$495K - $539K
|
66.3K
$3.18M
|
|
|
Oct 16, 2025
Q3 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
765+ 0.47% |
$32.6K - $35.6K
|
163K
$7.82M
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
1+ 0.01% |
$42.7 - $46.5
|
11.2K
$536K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
93+ 0.41% |
$3.97K - $4.33K
|
22.5K
$1.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.16K- 15.84% |
$177K - $193K
|
22.1K
$1.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.09K+ 2.78% |
$46.4K - $50.6K
|
40.1K
$1.92M
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
80+ 0.38% |
$3.41K - $3.72K
|
21.1K
$1.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-237- 0.29% |
$10.1K - $11K
|
80.3K
$3.85M
|
|
|
Oct 15, 2025
Q3 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-28- 0.13% |
$1.19K - $1.3K
|
21.8K
$1.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
162K+ 5.05% |
$6.92M - $7.54M
|
3.37M
$162M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.15K+ 6.79% |
$305K - $333K
|
113K
$5.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
194KNew |
$8.27M - $9.02M
|
194K
$9.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
5.07KNew |
$216K - $236K
|
5.07K
$243K
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-87- 0.11% |
$3.71K - $4.05K
|
82.6K
$3.96M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
4.37K+ 4.87% |
$186K - $203K
|
94K
$4.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
20.6K+ 6.04% |
$879K - $959K
|
362K
$17.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
16.9K+ 5.11% |
$722K - $787K
|
348K
$16.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
SELL
|
- |
-2.76K- 23.83% |
$118K - $129K
|
8.83K
$423K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-6.38K- 2.62% |
$272K - $297K
|
237K
$11.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-506- 1.04% |
$21.6K - $23.5K
|
48.1K
$2.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
52.4K+ 4.02% |
$2.23M - $2.44M
|
1.36M
$65M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
165K+ 33.89% |
$7.05M - $7.69M
|
653K
$31.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-12.4K- 2.83% |
$528K - $576K
|
425K
$20.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
29+ 0.42% |
$1.24K - $1.35K
|
6.94K
$332K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-637- 5.16% |
$27.2K - $29.6K
|
11.7K
$561K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
SELL
|
- |
-102K- 3.06% |
$4.37M - $4.76M
|
3.24M
$155M
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-2.72K- 4.54% |
$116K - $127K
|
57.1K
$2.74M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
10+ 0.04% |
$427 - $465
|
27.9K
$1.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
98+ 0.39% |
$4.18K - $4.56K
|
25.4K
$1.22M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-87- 0.48% |
$3.71K - $4.05K
|
18.2K
$871K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-1.23K- 0.36% |
$52.5K - $57.2K
|
337K
$16.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
56+ 0.29% |
$2.39K - $2.61K
|
19.5K
$932K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2.86K- 1.14% |
$122K - $133K
|
248K
$11.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.9M+ 603.14% |
$81.3M - $88.6M
|
2.22M
$106M
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-5.55K- 1.26% |
$237K - $258K
|
435K
$20.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-13.4K- 3.23% |
$572K - $624K
|
401K
$19.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
2.37K+ 0.72% |
$101K - $110K
|
331K
$15.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5.14KNew |
$219K - $239K
|
5.14K
$246K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
58.1K+ 4.95% |
$2.48M - $2.7M
|
1.23M
$59M
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
8.36KNew |
$357K - $389K
|
8.36K
$401K
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.87K+ 0.62% |
$79.7K - $86.9K
|
303K
$14.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
27.3K+ 189.2% |
$1.17M - $1.27M
|
41.8K
$2M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
10.7K+ 5.95% |
$455K - $496K
|
190K
$9.09M
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
123+ 0.09% |
$5.25K - $5.72K
|
134K
$6.41M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
2.27K+ 0.58% |
$97K - $106K
|
393K
$18.8M
|
|