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 06, 2025
Q3 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
11.7K+ 7.06% |
$499K - $544K
|
177K
$8.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-42.6K- 56.2% |
$1.82M - $1.98M
|
33.2K
$1.59M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-630- 58.28% |
$26.9K - $29.3K
|
451
$21.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.1K+ 310.84% |
$175K - $191K
|
5.42K
$260K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
6+ 0.19% |
$256 - $279
|
3.24K
$155K
|
|
|
Nov 05, 2025
Q3 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.28K+ 2.18% |
$54.6K - $59.6K
|
60K
$2.88M
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-1.12K- 0.6% |
$47.8K - $52.2K
|
185K
$8.88M
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-3.15K- 0.74% |
$134K - $147K
|
422K
$20.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Compass Financial Group, Inc.
|
BUY
|
- |
30.1K+ 28.13% |
$1.28M - $1.4M
|
137K
$6.56M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-200- 1.18% |
$8.53K - $9.31K
|
16.8K
$804K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
125+ 2.18% |
$5.33K - $5.82K
|
5.86K
$281K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
661+ 209.84% |
$28.2K - $30.8K
|
976
$46.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-7.65K- 4.33% |
$326K - $356K
|
169K
$8.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
111+ 0.13% |
$4.74K - $5.16K
|
87.7K
$4.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-4.61K- 3.33% |
$197K - $215K
|
134K
$6.43M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.75KNew |
$203K - $221K
|
4.75K
$228K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
57.9KNew |
$2.47M - $2.69M
|
57.9K
$2.77M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
5.08K+ 3.26% |
$217K - $236K
|
161K
$7.69M
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
4.92K+ 7.78% |
$210K - $229K
|
68.1K
$3.26M
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-1.4K- 8.16% |
$59.6K - $65K
|
15.7K
$753K
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
16.5K+ 13.77% |
$703K - $767K
|
136K
$6.53M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-944- 17.79% |
$40.3K - $43.9K
|
4.36K
$209K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
30+ 0.21% |
$1.28K - $1.4K
|
14K
$670K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.33K+ 2.0% |
$56.6K - $61.7K
|
67.7K
$3.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
333+ 1.72% |
$14.2K - $15.5K
|
19.7K
$942K
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-4K- 1.97% |
$171K - $186K
|
199K
$9.55M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.77K+ 10.7% |
$75.7K - $82.5K
|
18.4K
$880K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
6.99K+ 35.94% |
$298K - $325K
|
26.4K
$1.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
44.6K+ 31.52% |
$1.9M - $2.07M
|
186K
$8.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
372K+ 37.34% |
$15.9M - $17.3M
|
1.37M
$65.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.52% |
$85.3 - $93.1
|
383
$18.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
183K+ 114.3% |
$7.79M - $8.5M
|
343K
$16.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
223KNew |
$9.52M - $10.4M
|
223K
$10.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-398- 4.32% |
$17K - $18.5K
|
8.82K
$423K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-2.75K- 11.27% |
$117K - $128K
|
21.6K
$1.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.16K- 21.28% |
$49.5K - $54K
|
4.29K
$206K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
338+ 72.38% |
$14.4K - $15.7K
|
805
$38.6K
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
441+ 0.58% |
$18.8K - $20.5K
|
76.6K
$3.67M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.6M- 78.48% |
$707M - $772M
|
4.55M
$218M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
34+ 10.18% |
$1.45K - $1.58K
|
368
$17.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
96.6K+ 1.12% |
$4.12M - $4.49M
|
8.68M
$416M
|
|
|
Nov 04, 2025
Q3 2025
|
Unison Advisors LLC
|
BUY
|
- |
46+ 0.38% |
$1.96K - $2.14K
|
12K
$577K
|
|
|
Nov 04, 2025
Q3 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-3.72K- 1.72% |
$159K - $173K
|
213K
$10.2M
|
|
|
Nov 04, 2025
Q3 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
SELL
|
- |
-3.16K- 11.29% |
$135K - $147K
|
24.8K
$1.19M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
4.48K+ 91.76% |
$191K - $208K
|
9.35K
$448K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$213 - $233
|
28.2K
$1.35M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
44.1K+ 10.34% |
$1.88M - $2.05M
|
471K
$22.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
58.2K+ 11.11% |
$2.48M - $2.71M
|
582K
$27.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7.24K+ 2.39% |
$309K - $337K
|
310K
$14.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.74K+ 21.51% |
$117K - $128K
|
15.5K
$742K
|
|