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
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
195KNew |
$8.31M - $9.07M
|
195K
$9.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.56K+ 14.37% |
$109K - $119K
|
20.4K
$977K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.19K+ 37.14% |
$222K - $242K
|
19.2K
$919K
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.47KNew |
$105K - $115K
|
2.47K
$118K
|
|
|
Nov 14, 2025
Q3 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-7.21K- 2.37% |
$308K - $336K
|
297K
$14.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-885K- 22.61% |
$37.8M - $41.2M
|
3.03M
$145M
|
|
|
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
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-8.4K- 1.37% |
$358K - $391K
|
603K
$28.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
1.11K+ 1.71% |
$47.5K - $51.8K
|
66.1K
$3.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-107- 0.54% |
$4.56K - $4.98K
|
19.6K
$941K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
716K+ 54.89% |
$30.5M - $33.3M
|
2.02M
$96.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
38.3KNew |
$1.64M - $1.78M
|
38.3K
$1.84M
|
|
|
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
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
13.1K+ 25.06% |
$559K - $609K
|
65.3K
$3.13M
|
|
|
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
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
2.06KNew |
$87.9K - $95.9K
|
2.06K
$98.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.26M+ 9.16% |
$96.3M - $105M
|
26.9M
$1.29B
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-13.6K- 23.01% |
$581K - $634K
|
45.6K
$2.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
60.8K+ 21.43% |
$2.59M - $2.83M
|
345K
$16.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-179- 55.25% |
$7.64K - $8.33K
|
145
$6.95K
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-151- 0.16% |
$6.44K - $7.03K
|
95.4K
$4.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.5K- 3.8% |
$447K - $488K
|
266K
$12.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
108+ 2.14% |
$4.61K - $5.03K
|
5.16K
$247K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
69.2K+ 23.8% |
$2.95M - $3.22M
|
360K
$17.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
58.1K+ 18.98% |
$2.48M - $2.7M
|
364K
$17.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
37.4K+ 13.74% |
$1.6M - $1.74M
|
310K
$14.8M
|
|
|
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
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.24K+ 1.28% |
$95.7K - $104K
|
178K
$8.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2.86K+ 23.2% |
$122K - $133K
|
15.2K
$728K
|
|
|
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
|
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
|
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
|
Larson Financial Group LLC
|
SELL
|
- |
-2.15K- 1.59% |
$91.8K - $100K
|
133K
$6.37M
|
|
|
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
|
|