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 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
|
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
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.58K+ 2.51% |
$195K - $213K
|
187K
$8.94M
|
|
|
Oct 06, 2025
Q3 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-13.1K- 3.67% |
$558K - $609K
|
343K
$16.4M
|
|
|
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
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
4.09K+ 25.6% |
$142K - $177K
|
20.1K
$962K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
150New |
$5.2K - $6.48K
|
150
$7.19K
|
|
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-100K- 41.67% |
$3.47M - $4.32M
|
140K
$6.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
18New |
$624 - $778
|
18
$862
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-5.14K- 12.49% |
$178K - $222K
|
36K
$1.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
374New |
$13K - $16.2K
|
374
$17.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-6.52K- 5.47% |
$226K - $282K
|
113K
$5.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
523+ 4.74% |
$18.1K - $22.6K
|
11.6K
$554K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-699- 1.95% |
$24.2K - $30.2K
|
35.2K
$1.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-833- 3.91% |
$28.9K - $36K
|
20.5K
$982K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-26.3K- 39.43% |
$912K - $1.14M
|
40.4K
$1.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
55.5KNew |
$1.93M - $2.4M
|
55.5K
$2.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-175- 2.43% |
$6.07K - $7.56K
|
7.04K
$337K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
55.3KNew |
$1.92M - $2.39M
|
55.3K
$2.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.2K- 3.68% |
$41.7K - $51.9K
|
31.5K
$1.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-46- 2.45% |
$1.59K - $1.99K
|
1.84K
$87.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-8.92K- 33.9% |
$309K - $385K
|
17.4K
$833K
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
375+ 6.53% |
$13K - $16.2K
|
6.11K
$293K
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
8.83K+ 12.08% |
$306K - $382K
|
81.9K
$3.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-3.21K- 37.15% |
$111K - $139K
|
5.44K
$260K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
7New |
$243 - $302
|
7
$335
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
260New |
$9.01K - $11.2K
|
260
$12.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-201- 2.9% |
$6.97K - $8.69K
|
6.74K
$323K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
12.5KNew |
$433K - $540K
|
12.5K
$599K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
161+ 0.81% |
$5.58K - $6.96K
|
20K
$957K
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-103- 0.74% |
$3.57K - $4.45K
|
13.7K
$658K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.5K+ 32.58% |
$468K - $584K
|
55K
$2.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-99- 1.17% |
$3.43K - $4.28K
|
8.36K
$400K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-200Closed |
$6.93K - $8.64K
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.21KNew |
$215K - $268K
|
6.21K
$298K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-130- 23.64% |
$4.51K - $5.62K
|
420
$20.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
552+ 89.61% |
$19.1K - $23.9K
|
1.17K
$56K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
1.44KNew |
$49.8K - $62.1K
|
1.44K
$68.8K
|
|