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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
SELL
|
- |
-21.9K- 50.68% |
$760K - $947K
|
21.3K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
10.8KNew |
$373K - $465K
|
10.8K
$516K
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-18.1K- 14.82% |
$627K - $781K
|
104K
$4.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-20.1K- 7.64% |
$696K - $867K
|
242K
$11.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
20.8K+ 148.66% |
$723K - $901K
|
34.9K
$1.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.56K+ 1.09% |
$54.1K - $67.5K
|
145K
$6.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
4.97KNew |
$172K - $215K
|
4.97K
$238K
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-5.67K- 45.62% |
$197K - $245K
|
6.76K
$324K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
46+ 0.32% |
$1.59K - $1.99K
|
14.5K
$696K
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-8.5K- 53.37% |
$295K - $367K
|
7.43K
$356K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
388New |
$13.5K - $16.8K
|
388
$18.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
368New |
$12.8K - $15.9K
|
368
$17.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1.5K- 19.45% |
$52.1K - $64.9K
|
6.22K
$298K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
2.35KNew |
$81.3K - $101K
|
2.35K
$112K
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-10.5K- 1.78% |
$363K - $452K
|
578K
$27.7M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
2.12K+ 16.79% |
$73.6K - $91.7K
|
14.8K
$707K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-4.67K- 2.8% |
$162K - $202K
|
162K
$7.76M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-1.31K- 50.0% |
$45.6K - $56.8K
|
1.31K
$63K
|
|
| Q1 2025 | |||||||
|
Aug 06, 2025
Q1 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-74- 0.32% |
$2.61K - $3.02K
|
23.1K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.41K+ 45.21% |
$227K - $261K
|
20.6K
$987K
|
|
|
May 15, 2025
Q1 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.12K+ 2.59% |
$39.6K - $45.7K
|
44.4K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
40.4KNew |
$1.43M - $1.65M
|
40.4K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
200New |
$7.07K - $8.15K
|
200
$9.58K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-4K- 31.61% |
$141K - $163K
|
8.65K
$414K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
9.98KNew |
$353K - $407K
|
9.98K
$478K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
8.95KNew |
$316K - $365K
|
8.95K
$429K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.04K+ 60.37% |
$36.7K - $42.4K
|
2.76K
$132K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
14.8K+ 9.91% |
$523K - $603K
|
164K
$7.86M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
857New |
$30.3K - $34.9K
|
857
$41.1K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
968+ 9.73% |
$34.2K - $39.5K
|
10.9K
$523K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-615- 5.04% |
$21.7K - $25.1K
|
11.6K
$555K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
435New |
$15.4K - $17.7K
|
435
$20.8K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-195- 0.29% |
$6.89K - $7.95K
|
67.8K
$3.25M
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
99+ 97.06% |
$3.5K - $4.04K
|
201
$9.63K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
58+ 0.34% |
$2.05K - $2.36K
|
17.2K
$822K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.29K+ 14.88% |
$45.5K - $52.5K
|
9.94K
$476K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.85KNew |
$65.3K - $75.4K
|
1.85K
$88.6K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
6.44KNew |
$228K - $263K
|
6.44K
$309K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
6.15KNew |
$217K - $251K
|
6.15K
$295K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-65- 87.84% |
$2.3K - $2.65K
|
9
$431
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
596New |
$21.1K - $24.3K
|
596
$28.6K
|
|