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
|
Total Wealth Planning, LLC
|
BUY
|
- |
28.4K+ 3.33% |
$1.21M - $1.32M
|
881K
$42.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
10.1K+ 4.65% |
$430K - $469K
|
227K
$10.9M
|
|
|
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
|
Apella Capital, LLC
|
SELL
|
- |
-42.2K- 3.49% |
$1.8M - $1.96M
|
1.17M
$55.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
11K+ 3.11% |
$471K - $514K
|
366K
$17.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
19+ 0.18% |
$811 - $884
|
10.6K
$506K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
8.57K+ 6.53% |
$365K - $399K
|
140K
$6.69M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.15K- 0.91% |
$49K - $53.5K
|
125K
$6M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
199+ 2.46% |
$8.49K - $9.26K
|
8.28K
$397K
|
|
|
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
|
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
|
Plancorp, LLC
|
BUY
|
- |
162K+ 5.05% |
$6.92M - $7.54M
|
3.37M
$162M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-237- 0.29% |
$10.1K - $11K
|
80.3K
$3.85M
|
|
|
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
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.16K- 15.84% |
$177K - $193K
|
22.1K
$1.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
16.9K+ 5.11% |
$722K - $787K
|
348K
$16.7M
|
|
|
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
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
194KNew |
$8.27M - $9.02M
|
194K
$9.28M
|
|
|
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
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
10+ 0.04% |
$427 - $465
|
27.9K
$1.34M
|
|
|
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
|
Financial Harvest, LLC
Winter Park, FL |
SELL
|
- |
-2.76K- 23.83% |
$118K - $129K
|
8.83K
$423K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-637- 5.16% |
$27.2K - $29.6K
|
11.7K
$561K
|
|
|
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
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-13.4K- 3.23% |
$572K - $624K
|
401K
$19.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-5.55K- 1.26% |
$237K - $258K
|
435K
$20.8M
|
|
|
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
|
Ellenbecker Investment Group
|
BUY
|
- |
56+ 0.29% |
$2.39K - $2.61K
|
19.5K
$932K
|
|
|
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
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-87- 0.48% |
$3.71K - $4.05K
|
18.2K
$871K
|
|
|
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
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.87K+ 0.62% |
$79.7K - $86.9K
|
303K
$14.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
8.36KNew |
$357K - $389K
|
8.36K
$401K
|
|
|
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
|
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
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
69.7K+ 4.66% |
$2.97M - $3.24M
|
1.57M
$75M
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-233- 3.98% |
$9.94K - $10.8K
|
5.62K
$269K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
7.41KNew |
$316K - $345K
|
7.41K
$355K
|
|
|
Oct 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
4.34K+ 1.66% |
$185K - $202K
|
267K
$12.8M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
66.7KNew |
$2.84M - $3.1M
|
66.7K
$3.19M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
181K+ 42.57% |
$7.74M - $8.44M
|
608K
$29.1M
|
|
|
Oct 08, 2025
Q3 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-948- 0.44% |
$40.4K - $44.1K
|
212K
$10.2M
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.85KNew |
$78.9K - $86K
|
1.85K
$88.6K
|
|