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 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
57+ 0.11% |
$2.43K - $2.65K
|
53.7K
$2.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.22K- 9.31% |
$94.5K - $103K
|
21.6K
$1.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
27+ 0.43% |
$1.15K - $1.26K
|
6.27K
$300K
|
|
|
Nov 10, 2025
Q3 2025
|
Glassman Wealth Services
|
BUY
|
- |
167New |
$7.12K - $7.77K
|
167
$8K
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
869+ 15.77% |
$37.1K - $40.4K
|
6.38K
$306K
|
|
|
Nov 10, 2025
Q3 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-420- 0.92% |
$17.9K - $19.5K
|
45.4K
$2.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.34K+ 0.99% |
$99.7K - $109K
|
239K
$11.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
575+ 55.56% |
$24.5K - $26.8K
|
1.61K
$77.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
977+ 1.14% |
$41.7K - $45.5K
|
86.4K
$4.14M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
19.8KNew |
$843K - $920K
|
19.8K
$947K
|
|
|
Nov 07, 2025
Q3 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-307- 0.18% |
$13.1K - $14.3K
|
174K
$8.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
334+ 4.76% |
$14.2K - $15.5K
|
7.36K
$352K
|
|
|
Nov 07, 2025
Q3 2025
|
Mc Mill Wealth Management
Norfolk, NE |
SELL
|
- |
-896- 0.18% |
$38.2K - $41.7K
|
491K
$23.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
3.17K+ 14.43% |
$135K - $147K
|
25.1K
$1.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
768+ 0.83% |
$32.8K - $35.7K
|
93.3K
$4.47M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
112+ 6.95% |
$4.78K - $5.21K
|
1.72K
$82.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
29.6K+ 4.35% |
$1.26M - $1.38M
|
708K
$33.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.01M+ 76.7% |
$256M - $280M
|
13.8M
$663M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-597- 9.92% |
$25.5K - $27.8K
|
5.42K
$260K
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.27K+ 20.14% |
$54.3K - $59.3K
|
7.6K
$364K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.4K+ 2.79% |
$615K - $671K
|
532K
$25.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
371+ 5.22% |
$15.8K - $17.3K
|
7.48K
$358K
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
513+ 8.57% |
$21.9K - $23.9K
|
6.5K
$311K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.91K+ 0.54% |
$423K - $461K
|
1.83M
$87.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.52K+ 2.08% |
$64.9K - $70.8K
|
74.7K
$3.58M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
18.6K+ 146.95% |
$792K - $864K
|
31.2K
$1.49M
|
|
|
Nov 07, 2025
Q3 2025
|
Vera Bank, N.A.
|
BUY
|
- |
24.3K+ 13.17% |
$1.04M - $1.13M
|
209K
$10M
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
158+ 0.96% |
$6.74K - $7.35K
|
16.6K
$797K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.55K+ 3.7% |
$66.2K - $72.2K
|
43.5K
$2.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.77KNew |
$204K - $222K
|
4.77K
$229K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
939+ 2.28% |
$40.1K - $43.7K
|
42.2K
$2.02M
|
|
|
Nov 06, 2025
Q3 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
28.1K+ 2.56% |
$1.2M - $1.31M
|
1.13M
$53.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
148K+ 1071.78% |
$6.32M - $6.89M
|
162K
$7.76M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.53K+ 64.55% |
$151K - $164K
|
9.01K
$432K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-19.6K- 61.07% |
$837K - $912K
|
12.5K
$599K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
54.4K+ 76.87% |
$2.32M - $2.53M
|
125K
$6M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-68- 0.72% |
$2.9K - $3.16K
|
9.36K
$449K
|
|
|
Nov 06, 2025
Q3 2025
|
Ag Asset Advisory, LLC
Los Angeles, CA |
SELL
|
- |
-15.4K- 21.52% |
$657K - $716K
|
56.1K
$2.69M
|
|
|
Nov 06, 2025
Q3 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-1.3K- 0.4% |
$55.6K - $60.7K
|
323K
$15.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8+ 0.12% |
$341 - $372
|
6.86K
$329K
|
|
|
Nov 06, 2025
Q3 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-3.6K- 5.11% |
$154K - $168K
|
66.9K
$3.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-579- 19.2% |
$24.7K - $26.9K
|
2.44K
$117K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
22.5K+ 113.83% |
$960K - $1.05M
|
42.3K
$2.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
26.8K+ 11.36% |
$1.14M - $1.25M
|
263K
$12.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.89K+ 1.96% |
$80.7K - $88K
|
98.4K
$4.71M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
37.8K+ 1.12% |
$1.61M - $1.76M
|
3.41M
$163M
|
|
|
Nov 06, 2025
Q3 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
570+ 5.22% |
$24.3K - $26.5K
|
11.5K
$551K
|
|
|
Nov 06, 2025
Q3 2025
|
Graver Capital Management, LLC
Columbus, OH |
SELL
|
- |
-1.81K- 1.81% |
$77.3K - $84.3K
|
98.3K
$4.71M
|
|
|
Nov 06, 2025
Q3 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
8.59KNew |
$366K - $400K
|
8.59K
$411K
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6+ 0.11% |
$256 - $279
|
5.34K
$256K
|
|