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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
99.1K+ 26.17% |
$4.23M - $4.61M
|
478K
$22.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-6.62K- 0.77% |
$282K - $308K
|
851K
$40.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
27.9K+ 52.12% |
$1.19M - $1.3M
|
81.3K
$3.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
742+ 11.43% |
$31.7K - $34.5K
|
7.24K
$347K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
110K+ 73.59% |
$4.68M - $5.1M
|
259K
$12.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-136K- 31.6% |
$5.81M - $6.34M
|
295K
$14.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-72.4K- 2.07% |
$3.09M - $3.37M
|
3.43M
$164M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.64KNew |
$70.1K - $76.4K
|
1.64K
$78.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
848+ 7.5% |
$36.2K - $39.5K
|
12.2K
$583K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
109K+ 3.13% |
$4.65M - $5.07M
|
3.59M
$172M
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
3+ 0.43% |
$128 - $140
|
700
$33.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
3.74K+ 6.4% |
$159K - $174K
|
62.1K
$2.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-220- 2.57% |
$9.39K - $10.2K
|
8.35K
$400K
|
|
|
Nov 14, 2025
Q3 2025
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
BUY
|
- |
4.46KNew |
$190K - $207K
|
4.46K
$213K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-32.9K- 35.48% |
$1.4M - $1.53M
|
59.8K
$2.87M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.15K+ 5.1% |
$91.8K - $100K
|
44.4K
$2.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-1.18K- 0.58% |
$50.4K - $55K
|
203K
$9.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
73.2K+ 262.02% |
$3.12M - $3.41M
|
101K
$4.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5.46K+ 2.1% |
$233K - $254K
|
266K
$12.7M
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.54K+ 69.43% |
$151K - $165K
|
8.63K
$414K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
214K+ 39.58% |
$9.14M - $9.97M
|
756K
$36.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-62.9K- 34.0% |
$2.68M - $2.93M
|
122K
$5.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
5.43KNew |
$232K - $253K
|
5.43K
$260K
|
|
|
Nov 14, 2025
Q3 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-9.86K- 3.87% |
$421K - $459K
|
245K
$11.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
32.1K+ 33.05% |
$1.37M - $1.5M
|
129K
$6.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-100- 49.5% |
$4.27K - $4.65K
|
102
$4.89K
|
|
|
Nov 14, 2025
Q3 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
13.1K+ 25.06% |
$559K - $609K
|
65.3K
$3.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-18.4K- 29.81% |
$785K - $857K
|
43.4K
$2.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
100+ 0.44% |
$4.27K - $4.65K
|
23K
$1.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
76.1K+ 16.91% |
$3.25M - $3.54M
|
526K
$25.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
234K+ 13.99% |
$9.97M - $10.9M
|
1.9M
$91.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-51.9K- 0.72% |
$2.21M - $2.41M
|
7.12M
$341M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
21.3K+ 21.61% |
$908K - $990K
|
120K
$5.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.03M+ 5.15% |
$43.8M - $47.8M
|
20.9M
$1B
|
|
|
Nov 14, 2025
Q3 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
6.21KNew |
$265K - $289K
|
6.21K
$297K
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-22- 0.78% |
$939 - $1.02K
|
2.81K
$135K
|
|
|
Nov 13, 2025
Q3 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
189+ 0.31% |
$8.06K - $8.79K
|
61K
$2.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
87.6K+ 16.21% |
$3.74M - $4.07M
|
628K
$30.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
7.96K+ 13.79% |
$340K - $371K
|
65.7K
$3.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
147K+ 9.15% |
$6.25M - $6.82M
|
1.75M
$83.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Private Management Group Inc
|
BUY
|
- |
4.74KNew |
$202K - $221K
|
4.74K
$227K
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
183+ 6.31% |
$7.81K - $8.51K
|
3.08K
$148K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
89.4K+ 45.09% |
$3.81M - $4.16M
|
288K
$13.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.35K+ 0.75% |
$57.4K - $62.6K
|
180K
$8.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
38+ 0.11% |
$1.62K - $1.77K
|
34.4K
$1.65M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-854- 3.76% |
$36.4K - $39.7K
|
21.9K
$1.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-2.49K- 0.34% |
$106K - $116K
|
735K
$35.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15+ 0.46% |
$640 - $698
|
3.3K
$158K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
10New |
$427 - $465
|
10
$479
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.01K+ 94.87% |
$171K - $187K
|
8.24K
$395K
|
|