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 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
375+ 69.19% |
$16K - $17.4K
|
917
$43.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.41K- 2.22% |
$103K - $112K
|
106K
$5.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
22.5K+ 14.64% |
$960K - $1.05M
|
176K
$8.44M
|
|
|
Nov 13, 2025
Q3 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
593+ 33.87% |
$25.3K - $27.6K
|
2.34K
$112K
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-8.96K- 26.35% |
$382K - $417K
|
25.1K
$1.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-866K- 63.4% |
$36.9M - $40.3M
|
500K
$24M
|
|
|
Nov 13, 2025
Q3 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.18K- 6.05% |
$50.3K - $54.9K
|
18.3K
$878K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
98.8K+ 15.26% |
$4.21M - $4.6M
|
746K
$35.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-15.7K- 14.94% |
$669K - $730K
|
89.3K
$4.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-2.5K- 8.77% |
$107K - $116K
|
26K
$1.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22K+ 7.04% |
$937K - $1.02M
|
334K
$16M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-18.3K- 6.38% |
$779K - $850K
|
268K
$12.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
178KNew |
$7.59M - $8.28M
|
178K
$8.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.77K+ 0.15% |
$75.5K - $82.4K
|
1.19M
$56.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-850- 3.21% |
$36.3K - $39.6K
|
25.7K
$1.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.76K+ 10.43% |
$75K - $81.8K
|
18.6K
$891K
|
|
|
Nov 13, 2025
Q3 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.65K- 0.54% |
$70.3K - $76.6K
|
303K
$14.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
464KNew |
$19.8M - $21.6M
|
464K
$22.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
11.8KNew |
$504K - $549K
|
11.8K
$566K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
9.73KNew |
$415K - $453K
|
9.73K
$466K
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
39.1KNew |
$1.67M - $1.82M
|
39.1K
$1.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-91- 1.49% |
$3.88K - $4.23K
|
6.02K
$288K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
333+ 48.76% |
$14.2K - $15.5K
|
1.02K
$48.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4.16K- 42.14% |
$178K - $194K
|
5.72K
$274K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.32K+ 7.81% |
$398K - $434K
|
129K
$6.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.39K+ 3200.76% |
$358K - $390K
|
8.65K
$414K
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
19.7K+ 152.47% |
$840K - $916K
|
32.6K
$1.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-28K- 53.75% |
$1.19M - $1.3M
|
24.1K
$1.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
SELL
|
- |
-17.4K- 1.64% |
$743K - $810K
|
1.05M
$50.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
305+ 0.52% |
$13K - $14.2K
|
58.7K
$2.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.32K- 5.28% |
$142K - $154K
|
59.6K
$2.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
134K+ 7.12% |
$5.7M - $6.21M
|
2.01M
$96.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
243New |
$10.4K - $11.3K
|
243
$11.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-783K- 14.07% |
$33.4M - $36.4M
|
4.79M
$229M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.4K+ 2.55% |
$145K - $158K
|
137K
$6.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
2.04K+ 5.74% |
$87.2K - $95.1K
|
37.7K
$1.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
193+ 93.24% |
$8.23K - $8.98K
|
400
$19.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-582- 0.63% |
$24.8K - $27.1K
|
92.3K
$4.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
10.2KNew |
$435K - $474K
|
10.2K
$488K
|
|
|
Nov 12, 2025
Q3 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-34- 0.03% |
$1.45K - $1.58K
|
101K
$4.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-1.08K- 3.35% |
$46.1K - $50.3K
|
31.1K
$1.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-388- 0.52% |
$16.6K - $18.1K
|
73.9K
$3.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-255- 1.46% |
$10.9K - $11.9K
|
17.3K
$827K
|
|
|
Nov 12, 2025
Q3 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
32+ 0.05% |
$1.37K - $1.49K
|
58.9K
$2.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-45.2K- 2.47% |
$1.93M - $2.1M
|
1.79M
$85.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
52+ 0.3% |
$2.22K - $2.42K
|
17.5K
$840K
|
|
|
Nov 12, 2025
Q3 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.25K- 70.88% |
$53.2K - $58K
|
512
$24.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.8K+ 10.04% |
$1.06M - $1.15M
|
271K
$13M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
10+ 0.1% |
$427 - $465
|
10.4K
$500K
|
|