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 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
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
536+ 0.14% |
$22.9K - $24.9K
|
388K
$18.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-2.49K- 14.96% |
$106K - $116K
|
14.1K
$677K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-220- 2.22% |
$9.39K - $10.2K
|
9.68K
$464K
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-233- 1.03% |
$9.94K - $10.8K
|
22.4K
$1.07M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
181K+ 42.57% |
$7.74M - $8.44M
|
608K
$29.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
114K+ 59.09% |
$4.85M - $5.29M
|
306K
$14.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
400+ 6.72% |
$17.1K - $18.6K
|
6.35K
$304K
|
|
|
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
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
4.34K+ 1.66% |
$185K - $202K
|
267K
$12.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
31.3K+ 6.11% |
$1.34M - $1.46M
|
544K
$26.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.41K- 8.89% |
$60.3K - $65.8K
|
14.5K
$694K
|
|
|
Oct 09, 2025
Q3 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-3.6K- 2.59% |
$154K - $168K
|
135K
$6.49M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
296K+ 1353.42% |
$12.6M - $13.8M
|
318K
$15.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
7.41KNew |
$316K - $345K
|
7.41K
$355K
|
|
|
Oct 08, 2025
Q3 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
5.2K+ 4.24% |
$222K - $242K
|
128K
$6.13M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
4+ 0.02% |
$171 - $186
|
20.6K
$986K
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
4.43KNew |
$189K - $206K
|
4.43K
$212K
|
|
|
Oct 08, 2025
Q3 2025
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-13.3K- 1.0% |
$568K - $620K
|
1.32M
$63.4M
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.85KNew |
$78.9K - $86K
|
1.85K
$88.6K
|
|
|
Oct 08, 2025
Q3 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-948- 0.44% |
$40.4K - $44.1K
|
212K
$10.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
8+ 0.41% |
$341 - $372
|
1.94K
$93.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
26.9K+ 5.52% |
$1.15M - $1.25M
|
514K
$24.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-26.8K- 6.75% |
$1.14M - $1.25M
|
371K
$17.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
8.54K+ 1.33% |
$364K - $397K
|
652K
$31.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
46.5K+ 199.31% |
$1.98M - $2.16M
|
69.8K
$3.35M
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-16- 0.03% |
$683 - $744
|
55.8K
$2.67M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
374+ 0.74% |
$16K - $17.4K
|
50.9K
$2.44M
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
9.96K+ 2.91% |
$425K - $463K
|
352K
$16.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-13.1K- 3.67% |
$558K - $609K
|
343K
$16.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.58K+ 2.51% |
$195K - $213K
|
187K
$8.94M
|
|
|
Oct 06, 2025
Q3 2025
|
Exeter Financial, LLC
|
BUY
|
- |
41+ 0.44% |
$1.75K - $1.91K
|
9.36K
$448K
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
8.2K+ 0.99% |
$350K - $381K
|
835K
$40M
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.93K+ 12.8% |
$82.3K - $89.8K
|
17K
$815K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-21.3K- 19.42% |
$910K - $992K
|
88.5K
$4.24M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
193New |
$8.23K - $8.98K
|
193
$9.25K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
22.3K+ 49.55% |
$952K - $1.04M
|
67.3K
$3.23M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39.7K- 3.3% |
$1.38M - $1.71M
|
1.16M
$55.8M
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-5.26K- 4.97% |
$182K - $227K
|
101K
$4.82M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-113K- 25.03% |
$3.93M - $4.9M
|
340K
$16.3M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
5.13KNew |
$178K - $222K
|
5.13K
$246K
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
6.07KNew |
$210K - $262K
|
6.07K
$291K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
150New |
$5.2K - $6.48K
|
150
$7.19K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
4.09K+ 25.6% |
$142K - $177K
|
20.1K
$962K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
222New |
$7.7K - $9.59K
|
222
$10.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
739K+ 13.93% |
$25.6M - $31.9M
|
6.04M
$289M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
554K+ 18.44% |
$19.2M - $24M
|
3.56M
$171M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4.99KNew |
$173K - $216K
|
4.99K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
615New |
$21.3K - $26.6K
|
615
$29.5K
|
|