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 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.11K+ 13.17% |
$175K - $191K
|
35.3K
$1.69M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.67K+ 1.0% |
$156K - $171K
|
372K
$17.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.41K- 4.5% |
$401K - $438K
|
200K
$9.56M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
24.4K+ 11.32% |
$1.04M - $1.14M
|
240K
$11.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.47K- 31.1% |
$105K - $115K
|
5.47K
$262K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.28K+ 139.33% |
$311K - $339K
|
12.5K
$599K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
185+ 0.29% |
$7.89K - $8.61K
|
63.7K
$3.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
46.7K+ 4.03% |
$1.99M - $2.17M
|
1.21M
$57.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
215+ 0.49% |
$9.17K - $10K
|
44.5K
$2.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
348New |
$14.8K - $16.2K
|
348
$16.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Estate Counselors, LLC
|
BUY
|
- |
114KNew |
$4.88M - $5.32M
|
114K
$5.48M
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
86.6KNew |
$3.7M - $4.03M
|
86.6K
$4.15M
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-8.08K- 17.37% |
$345K - $376K
|
38.4K
$1.84M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
35.2KNew |
$1.5M - $1.64M
|
35.2K
$1.69M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.4K+ 17.15% |
$102K - $112K
|
16.4K
$786K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-30.2K- 1.2% |
$1.29M - $1.41M
|
2.49M
$119M
|
|
|
Oct 31, 2025
Q3 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-1.08K- 1.5% |
$46.2K - $50.4K
|
71.4K
$3.42M
|
|
|
Oct 31, 2025
Q3 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-8.18K- 1.78% |
$349K - $381K
|
452K
$21.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
28.4K+ 6.85% |
$1.21M - $1.32M
|
443K
$21.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
17.2KNew |
$733K - $800K
|
17.2K
$824K
|
|
|
Oct 31, 2025
Q3 2025
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-134- 1.72% |
$5.72K - $6.24K
|
7.65K
$367K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.66K+ 0.35% |
$70.9K - $77.3K
|
474K
$22.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.67K- 1.82% |
$71.1K - $77.5K
|
89.8K
$4.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12.1KNew |
$515K - $562K
|
12.1K
$579K
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
36+ 0.12% |
$1.54K - $1.68K
|
30.9K
$1.48M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-24.5K- 5.33% |
$1.04M - $1.14M
|
434K
$20.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.65K+ 26.74% |
$113K - $123K
|
12.5K
$601K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-285- 4.57% |
$12.2K - $13.3K
|
5.96K
$285K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-13.4K- 51.66% |
$571K - $623K
|
12.5K
$600K
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-56- 1.12% |
$2.39K - $2.61K
|
4.94K
$237K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
1.37K+ 12.67% |
$58.3K - $63.6K
|
12.1K
$582K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.26K+ 11.78% |
$352K - $384K
|
78.3K
$3.75M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
165+ 2.13% |
$7.04K - $7.68K
|
7.9K
$379K
|
|
|
Oct 30, 2025
Q3 2025
|
Planning Center, Inc.
|
SELL
|
- |
-17.5K- 2.08% |
$745K - $813K
|
821K
$39.3M
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
8.85KNew |
$377K - $412K
|
8.85K
$424K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
80+ 0.54% |
$3.41K - $3.72K
|
14.8K
$708K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
397+ 8.52% |
$16.9K - $18.5K
|
5.06K
$242K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.87K+ 3.83% |
$165K - $180K
|
105K
$5.02M
|
|
|
Oct 30, 2025
Q3 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
4.76KNew |
$203K - $221K
|
4.76K
$228K
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-9.19K- 1.08% |
$392K - $427K
|
845K
$40.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-75- 0.99% |
$3.2K - $3.49K
|
7.52K
$360K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
17+ 0.25% |
$725 - $791
|
6.93K
$332K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
279New |
$11.9K - $13K
|
279
$13.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
167+ 0.19% |
$7.12K - $7.77K
|
86K
$4.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
28K+ 1.35% |
$1.19M - $1.3M
|
2.09M
$100M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.72K+ 11.68% |
$73.5K - $80.2K
|
16.5K
$789K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
37+ 0.03% |
$1.58K - $1.72K
|
110K
$5.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.22K+ 5.62% |
$51.9K - $56.6K
|
22.9K
$1.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-420- 41.18% |
$17.9K - $19.5K
|
600
$28.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-34.3K- 83.71% |
$1.46M - $1.6M
|
6.68K
$320K
|
|