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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
2.95K+ 42.69% |
$126K - $137K
|
9.86K
$472K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.14K+ 5.83% |
$48.6K - $53K
|
20.7K
$991K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.04K+ 13.11% |
$44.3K - $48.3K
|
8.96K
$429K
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
74New |
$3.16K - $3.44K
|
74
$3.55K
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
267KNew |
$11.4M - $12.4M
|
267K
$12.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
7.47KNew |
$319K - $348K
|
7.47K
$358K
|
|
|
Oct 29, 2025
Q3 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-6.43K- 2.09% |
$274K - $299K
|
301K
$14.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-43.7K- 6.66% |
$1.87M - $2.04M
|
613K
$29.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-3.33K- 5.26% |
$142K - $155K
|
60K
$2.88M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
189+ 0.7% |
$8.06K - $8.79K
|
27.2K
$1.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-7.12K- 1.01% |
$304K - $331K
|
695K
$33.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
21New |
$896 - $977
|
21
$1.01K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.07K+ 25.63% |
$174K - $190K
|
20K
$957K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-33.3K- 1.99% |
$1.42M - $1.55M
|
1.64M
$78.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
187K+ 31.61% |
$8M - $8.72M
|
780K
$37.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
8.22KNew |
$351K - $383K
|
8.22K
$394K
|
|
|
Oct 28, 2025
Q3 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
3.09K+ 3.69% |
$132K - $144K
|
86.8K
$4.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
57.6K+ 31.11% |
$2.46M - $2.68M
|
243K
$11.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-355- 2.12% |
$15.1K - $16.5K
|
16.4K
$784K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
4+ 0.55% |
$171 - $186
|
726
$34.8K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
969+ 103.19% |
$41.3K - $45.1K
|
1.91K
$91.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Bank
|
SELL
|
- |
-3.39K- 8.7% |
$145K - $158K
|
35.6K
$1.71M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-990- 5.68% |
$42.2K - $46.1K
|
16.5K
$788K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
12.7K+ 60.08% |
$541K - $590K
|
33.8K
$1.62M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
77.2K+ 4.87% |
$3.29M - $3.59M
|
1.66M
$79.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-6.34K- 1.8% |
$270K - $295K
|
346K
$16.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-31- 0.09% |
$1.32K - $1.44K
|
36.2K
$1.73M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-35- 0.23% |
$1.49K - $1.63K
|
15.4K
$737K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.47K+ 2.05% |
$62.7K - $68.4K
|
73K
$3.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
2.6K+ 84.89% |
$111K - $121K
|
5.67K
$272K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.02K+ 8.34% |
$43.6K - $47.6K
|
13.3K
$636K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
698KNew |
$29.8M - $32.5M
|
698K
$33.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
1.4K+ 4.1% |
$59.7K - $65.1K
|
35.6K
$1.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
74+ 0.62% |
$3.16K - $3.44K
|
12K
$576K
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.57K+ 1.04% |
$195K - $213K
|
444K
$21.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
11.5K+ 6.2% |
$490K - $535K
|
197K
$9.44M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
989New |
$42.2K - $46K
|
989
$47.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
46.5K+ 10.2% |
$1.98M - $2.16M
|
502K
$24.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.23K- 50.0% |
$52.5K - $57.2K
|
1.23K
$58.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.17K+ 18.61% |
$306K - $334K
|
45.7K
$2.19M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-7.4K- 5.09% |
$316K - $344K
|
138K
$6.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
6.03K+ 10.73% |
$257K - $280K
|
62.2K
$2.98M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
234+ 0.38% |
$9.98K - $10.9K
|
61.1K
$2.93M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.2K+ 26.73% |
$93.7K - $102K
|
10.4K
$499K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
55.8K+ 7.52% |
$2.38M - $2.6M
|
797K
$38.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13.3K+ 7.37% |
$567K - $619K
|
194K
$9.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
10.1K+ 4.05% |
$431K - $470K
|
260K
$12.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-222- 0.56% |
$9.47K - $10.3K
|
39.7K
$1.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
334+ 2.02% |
$14.2K - $15.5K
|
16.9K
$808K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-2.17K- 7.99% |
$92.4K - $101K
|
24.9K
$1.2M
|
|