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
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-5.26K- 2.12% |
$224K - $245K
|
243K
$11.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
31.1K+ 7.48% |
$1.33M - $1.45M
|
448K
$21.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
8.25K+ 18.71% |
$352K - $384K
|
52.4K
$2.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
4.17K+ 9.95% |
$178K - $194K
|
46.1K
$2.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.75K+ 1.49% |
$74.8K - $81.6K
|
120K
$5.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-21- 0.51% |
$896 - $977
|
4.08K
$196K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.09K- 30.06% |
$46.6K - $50.9K
|
2.54K
$122K
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
37.7KNew |
$1.61M - $1.75M
|
37.7K
$1.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
20K+ 1.32% |
$855K - $932K
|
1.54M
$73.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-711- 2.36% |
$30.3K - $33.1K
|
29.4K
$1.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.29K+ 17.43% |
$55K - $60K
|
8.69K
$416K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.15K+ 13.93% |
$49.1K - $53.5K
|
9.4K
$450K
|
|
|
Nov 10, 2025
Q3 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
20+ 0.21% |
$853 - $931
|
9.56K
$458K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
808+ 10.89% |
$34.5K - $37.6K
|
8.23K
$394K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
760+ 1.94% |
$32.4K - $35.4K
|
40K
$1.91M
|
|
|
Nov 10, 2025
Q3 2025
|
Glassman Wealth Services
|
BUY
|
- |
167New |
$7.12K - $7.77K
|
167
$8K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-112- 4.6% |
$4.78K - $5.21K
|
2.32K
$111K
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-5.58K- 0.76% |
$238K - $260K
|
732K
$35.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
32.6K+ 362.71% |
$1.39M - $1.52M
|
41.6K
$1.99M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-186K- 12.25% |
$7.92M - $8.64M
|
1.33M
$63.7M
|
|
|
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
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
575+ 55.56% |
$24.5K - $26.8K
|
1.61K
$77.1K
|
|
|
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
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-420- 0.92% |
$17.9K - $19.5K
|
45.4K
$2.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
869+ 15.77% |
$37.1K - $40.4K
|
6.38K
$306K
|
|
|
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
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.01M+ 76.7% |
$256M - $280M
|
13.8M
$663M
|
|
|
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
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.27K+ 20.14% |
$54.3K - $59.3K
|
7.6K
$364K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.77KNew |
$204K - $222K
|
4.77K
$229K
|
|
|
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
|
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 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
|
Krilogy Financial LLC
|
BUY
|
- |
939+ 2.28% |
$40.1K - $43.7K
|
42.2K
$2.02M
|
|
|
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
|
|