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 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
|
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
|
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
|
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
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
193+ 93.24% |
$8.23K - $8.98K
|
400
$19.2K
|
|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-143- 1.81% |
$6.1K - $6.65K
|
7.75K
$371K
|
|
|
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
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-3.47K- 18.51% |
$148K - $161K
|
15.3K
$731K
|
|
|
Nov 12, 2025
Q3 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
4.51KNew |
$192K - $210K
|
4.51K
$216K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.96K- 8.92% |
$83.8K - $91.4K
|
20.1K
$961K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.48K+ 10.23% |
$362K - $394K
|
91.4K
$4.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-2.83K- 1.85% |
$121K - $131K
|
150K
$7.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.4K+ 12.1% |
$102K - $112K
|
22.3K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
40+ 0.44% |
$1.71K - $1.86K
|
9.13K
$437K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
118K+ 1631.44% |
$5.01M - $5.47M
|
125K
$5.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
20.8K+ 53.66% |
$889K - $969K
|
59.6K
$2.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-361- 2.12% |
$15.4K - $16.8K
|
16.7K
$800K
|
|
|
Nov 12, 2025
Q3 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
5.45KNew |
$233K - $254K
|
5.45K
$261K
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-28- 0.16% |
$1.19K - $1.3K
|
17K
$812K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
5.3K+ 1.25% |
$226K - $247K
|
430K
$20.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.18K+ 87.77% |
$136K - $148K
|
6.8K
$326K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
1.69KNew |
$72.3K - $78.8K
|
1.69K
$81.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
757+ 0.28% |
$32.3K - $35.2K
|
271K
$13M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.67K+ 9.46% |
$284K - $310K
|
77.1K
$3.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
879+ 40.25% |
$37.5K - $40.9K
|
3.06K
$147K
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
2.02K+ 2.18% |
$86.1K - $93.9K
|
94.7K
$4.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
11.5KNew |
$491K - $536K
|
11.5K
$552K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.94K+ 5.29% |
$211K - $230K
|
98.5K
$4.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
8.88K+ 22.17% |
$379K - $413K
|
48.9K
$2.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-3.05K- 3.57% |
$130K - $142K
|
82.4K
$3.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-3.75K- 1.38% |
$160K - $175K
|
268K
$12.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Advisors, Llc/Va
Richmond, VA |
BUY
|
- |
1.19K+ 1.09% |
$50.8K - $55.4K
|
110K
$5.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
1.78K+ 4.69% |
$76.1K - $83K
|
39.8K
$1.91M
|
|