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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
191+ 0.76% |
$6.66K - $7.25K
|
25.4K
$944K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.78K+ 2.32% |
$62K - $67.5K
|
78.6K
$2.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-2.24K- 13.01% |
$77.9K - $84.9K
|
14.9K
$555K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
58+ 0.98% |
$2.02K - $2.2K
|
5.97K
$222K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
9.39K+ 10.28% |
$327K - $357K
|
101K
$3.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
3.35K+ 2.48% |
$117K - $127K
|
138K
$5.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
165+ 1.09% |
$5.75K - $6.27K
|
15.4K
$570K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-117- 0.03% |
$4.08K - $4.44K
|
445K
$16.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-110- 0.01% |
$3.83K - $4.18K
|
1.91M
$71M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
23+ 0.73% |
$802 - $873
|
3.15K
$117K
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-18.4K- 2.97% |
$640K - $697K
|
601K
$22.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
172New |
$6K - $6.53K
|
172
$6.39K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
1.95K+ 0.55% |
$68K - $74.1K
|
357K
$13.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
2.99K+ 10.83% |
$104K - $113K
|
30.6K
$1.14M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
56.3KNew |
$1.96M - $2.14M
|
56.3K
$2.09M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
32.5K+ 71.02% |
$1.13M - $1.23M
|
78.3K
$2.91M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
18.3K+ 12.53% |
$636K - $693K
|
164K
$6.09M
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
225K+ 95.86% |
$7.86M - $8.56M
|
461K
$17.1M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-3.81K- 10.36% |
$133K - $145K
|
33K
$1.22M
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-10.5K- 2.78% |
$366K - $399K
|
368K
$13.7M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20.6K- 5.44% |
$715K - $792K
|
359K
$13.3M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
59.2K+ 5.76% |
$2.05M - $2.27M
|
1.09M
$40.4M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.85K- 3.0% |
$98.7K - $109K
|
91.9K
$3.42M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.32KNew |
$80.5K - $89.2K
|
2.32K
$86.4K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-3.23K- 5.01% |
$112K - $124K
|
61.1K
$2.27M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
36.3K+ 23.08% |
$1.26M - $1.39M
|
193K
$7.18M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.45K+ 3.32% |
$120K - $132K
|
107K
$3.99M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
25.3KNew |
$878K - $972K
|
25.3K
$941K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.09K- 26.18% |
$176K - $195K
|
14.4K
$533K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
392New |
$13.6K - $15K
|
392
$14.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
3.48K+ 20.71% |
$121K - $134K
|
20.3K
$755K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.84K+ 5.64% |
$202K - $224K
|
109K
$4.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-5.75K- 2.17% |
$199K - $221K
|
259K
$9.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.95K+ 1.36% |
$206K - $228K
|
445K
$16.5M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
408K+ 14.46% |
$14.2M - $15.7M
|
3.23M
$120M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30+ 0.07% |
$1.04K - $1.15K
|
43.1K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-13.8K- 11.49% |
$480K - $531K
|
107K
$3.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
182+ 0.02% |
$6.31K - $6.99K
|
820K
$30.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.15K+ 2.69% |
$282K - $313K
|
311K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
40+ 0.37% |
$1.39K - $1.54K
|
10.8K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
164+ 0.5% |
$5.68K - $6.29K
|
33.2K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.32K+ 0.97% |
$80.4K - $89.1K
|
241K
$8.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-1.2K- 2.96% |
$41.6K - $46.1K
|
39.4K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
SELL
|
- |
-154- 0.28% |
$5.34K - $5.91K
|
54.5K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.32K+ 91.76% |
$184K - $204K
|
11.1K
$413K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
309New |
$10.7K - $11.9K
|
309
$11.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
84+ 0.11% |
$2.91K - $3.22K
|
78.8K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.2K+ 5.3% |
$284K - $315K
|
163K
$6.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.41K- 0.67% |
$257K - $284K
|
1.1M
$40.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.97K+ 1.65% |
$207K - $229K
|
368K
$13.7M
|
|