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 |
|---|---|---|---|---|---|---|---|
|
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
|
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 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
|
Townsquare Capital LLC
|
SELL
|
- |
-833- 3.91% |
$28.9K - $36K
|
20.5K
$982K
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
8.83K+ 12.08% |
$306K - $382K
|
81.9K
$3.93M
|
|
|
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 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 11, 2025
Q2 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-3.21K- 37.15% |
$111K - $139K
|
5.44K
$260K
|
|
|
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
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-103- 0.74% |
$3.57K - $4.45K
|
13.7K
$658K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
161+ 0.81% |
$5.58K - $6.96K
|
20K
$957K
|
|
|
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
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
50+ 0.38% |
$1.73K - $2.16K
|
13.2K
$632K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
1KNew |
$34.7K - $43.2K
|
1K
$47.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-1.05K- 4.4% |
$36.4K - $45.4K
|
22.8K
$1.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-393- 3.85% |
$13.6K - $17K
|
9.82K
$470K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-100- 4.3% |
$3.47K - $4.32K
|
2.22K
$107K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
4.01K+ 22.64% |
$139K - $173K
|
21.7K
$1.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
11.3KNew |
$391K - $488K
|
11.3K
$541K
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
5.63KNew |
$195K - $243K
|
5.63K
$270K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
3+ 0.03% |
$104 - $130
|
11.1K
$534K
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
5.05KNew |
$175K - $218K
|
5.05K
$242K
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-6.19K- 44.29% |
$215K - $268K
|
7.79K
$373K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
106KNew |
$3.68M - $4.58M
|
106K
$5.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.89K+ 67.49% |
$170K - $211K
|
12.1K
$582K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
4.73KNew |
$164K - $204K
|
4.73K
$227K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
4.24K+ 44.7% |
$147K - $183K
|
13.7K
$657K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
1.53K+ 0.41% |
$53K - $66.1K
|
376K
$18M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 2.33% |
$34.7 - $43.2
|
44
$2.11K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
49New |
$1.7K - $2.12K
|
49
$2.35K
|
|