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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
8.77K+ 1.58% |
$306K - $333K
|
564K
$21.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
410+ 4.45% |
$14.3K - $15.6K
|
9.63K
$368K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
413K+ 38.83% |
$14.4M - $15.7M
|
1.48M
$56.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
2.52K+ 4.14% |
$87.8K - $95.6K
|
63.4K
$2.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
24.4KNew |
$852K - $928K
|
24.4K
$934K
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.73K+ 5.56% |
$60.2K - $65.5K
|
32.7K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.12K+ 0.53% |
$39.1K - $42.6K
|
213K
$8.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-6.84K- 2.37% |
$238K - $260K
|
282K
$10.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
565+ 3.18% |
$19.7K - $21.5K
|
18.4K
$702K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-54.1K- 46.34% |
$1.89M - $2.05M
|
62.6K
$2.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.44K+ 77.77% |
$85K - $92.6K
|
5.58K
$213K
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-250- 25.0% |
$8.72K - $9.49K
|
750
$28.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-122- 0.26% |
$4.25K - $4.63K
|
46.2K
$1.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
48.7K+ 34.74% |
$1.7M - $1.85M
|
189K
$7.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-25K- 63.98% |
$872K - $950K
|
14.1K
$539K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
500+ 1.89% |
$17.4K - $19K
|
27K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
28.6K+ 8.08% |
$998K - $1.09M
|
383K
$14.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.2K+ 0.81% |
$41.7K - $45.5K
|
149K
$5.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
161+ 0.95% |
$5.61K - $6.11K
|
17.1K
$654K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-65.9K- 32.49% |
$2.3M - $2.5M
|
137K
$5.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.06K+ 4.6% |
$71.8K - $78.3K
|
46.9K
$1.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
345K+ 215.65% |
$12M - $13.1M
|
505K
$19.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
307+ 276.58% |
$10.7K - $11.7K
|
418
$16K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-65- 0.15% |
$2.27K - $2.47K
|
44.5K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.4K+ 2.59% |
$48.8K - $53.2K
|
55.5K
$2.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
7.81K+ 3.02% |
$272K - $296K
|
267K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
18.8KNew |
$656K - $715K
|
18.8K
$720K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
8.66K+ 5.35% |
$302K - $329K
|
171K
$6.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-21.6K- 0.59% |
$753K - $820K
|
3.62M
$138M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
4+ 1.08% |
$139 - $152
|
373
$14.3K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
70.1K+ 586.93% |
$2.44M - $2.66M
|
82.1K
$3.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.14K- 6.5% |
$39.9K - $43.4K
|
16.5K
$629K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5.06K+ 182.34% |
$176K - $192K
|
7.83K
$300K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
147K+ 31.55% |
$5.14M - $5.6M
|
615K
$23.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
180KNew |
$6.28M - $6.84M
|
180K
$6.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
23.6K+ 253.73% |
$824K - $898K
|
33K
$1.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
207New |
$7.22K - $7.86K
|
207
$7.92K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
30+ 1.01% |
$1.05K - $1.14K
|
3K
$115K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-3.05K- 22.32% |
$106K - $116K
|
10.6K
$406K
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-82- 0.2% |
$2.86K - $3.11K
|
40.9K
$1.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
51.8KNew |
$1.81M - $1.97M
|
51.8K
$1.98M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-27- 2.8% |
$941 - $1.03K
|
939
$35.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
2.7K+ 1.92% |
$94.2K - $103K
|
143K
$5.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.69K+ 12.19% |
$303K - $330K
|
80K
$3.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-290- 0.83% |
$10.1K - $11K
|
34.6K
$1.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.6K+ 13.07% |
$55.8K - $60.8K
|
13.8K
$529K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
534K+ 6.9% |
$18.6M - $20.3M
|
8.28M
$317M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
31K+ 17.16% |
$1.08M - $1.18M
|
212K
$8.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
13.7K+ 176.02% |
$478K - $521K
|
21.5K
$822K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1.66K- 8.69% |
$57.8K - $63K
|
17.4K
$666K
|