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 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
20+ 0.1% |
$853 - $931
|
20.5K
$981K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
9New |
$384 - $419
|
9
$431
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.34K+ 16.46% |
$100K - $109K
|
16.6K
$794K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-5.14K- 1.31% |
$219K - $239K
|
388K
$18.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.18K+ 1.71% |
$136K - $148K
|
189K
$9.06M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5.14KNew |
$219K - $239K
|
5.14K
$246K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
13+ 0.43% |
$555 - $605
|
3.01K
$144K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
450KNew |
$19.2M - $20.9M
|
450K
$21.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
BUY
|
- |
402K+ 57.21% |
$17.2M - $18.7M
|
1.11M
$53M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1.93K- 0.94% |
$82.1K - $89.6K
|
202K
$9.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-497- 3.9% |
$21.2K - $23.1K
|
12.3K
$587K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.22K+ 2.67% |
$52K - $56.7K
|
46.9K
$2.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-3.44K- 8.65% |
$147K - $160K
|
36.3K
$1.74M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
14.2K+ 109.22% |
$605K - $660K
|
27.2K
$1.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-6.56K- 2.93% |
$280K - $305K
|
217K
$10.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-656- 22.5% |
$28K - $30.5K
|
2.26K
$108K
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
29.9K+ 13.01% |
$1.27M - $1.39M
|
259K
$12.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-3.62K- 4.12% |
$155K - $169K
|
84.4K
$4.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.34K+ 22.72% |
$99.8K - $109K
|
12.6K
$605K
|
|
|
Oct 23, 2025
Q3 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
6.32KNew |
$270K - $294K
|
6.32K
$303K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.43KNew |
$61.2K - $66.7K
|
1.43K
$68.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
26.3K+ 77.26% |
$1.12M - $1.22M
|
60.4K
$2.89M
|
|
|
Oct 23, 2025
Q3 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-2.2K- 28.22% |
$94K - $103K
|
5.61K
$269K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.22K- 2.29% |
$94.7K - $103K
|
94.6K
$4.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
86+ 0.35% |
$3.67K - $4K
|
24.9K
$1.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.79K+ 46.77% |
$332K - $362K
|
24.4K
$1.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-4.72K- 1.47% |
$201K - $220K
|
317K
$15.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-242- 2.05% |
$10.3K - $11.3K
|
11.5K
$553K
|
|
|
Oct 23, 2025
Q3 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-4.82K- 2.21% |
$206K - $224K
|
213K
$10.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
15+ 0.01% |
$640 - $698
|
108K
$5.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.71K- 12.92% |
$72.9K - $79.5K
|
11.5K
$552K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-531- 0.56% |
$22.7K - $24.7K
|
93.8K
$4.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
14.7K+ 8.69% |
$626K - $683K
|
183K
$8.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.23K+ 11.68% |
$138K - $150K
|
30.8K
$1.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.26K+ 1.29% |
$96.3K - $105K
|
177K
$8.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
3.42K+ 0.85% |
$146K - $159K
|
407K
$19.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.9K+ 7.79% |
$1.06M - $1.16M
|
344K
$16.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-30- 0.28% |
$1.28K - $1.4K
|
10.6K
$508K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-19.8K- 3.51% |
$844K - $920K
|
544K
$26.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-809- 0.81% |
$34.5K - $37.6K
|
98.8K
$4.73M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-50- 0.24% |
$2.13K - $2.33K
|
20.9K
$1M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
4.91K+ 28.77% |
$209K - $228K
|
22K
$1.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-40- 0.17% |
$1.71K - $1.86K
|
23.1K
$1.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
31.8KNew |
$1.36M - $1.48M
|
31.8K
$1.53M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
2.92K+ 3.03% |
$124K - $136K
|
99.3K
$4.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
187K+ 6.76% |
$7.98M - $8.71M
|
2.95M
$142M
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-3.57K- 13.46% |
$152K - $166K
|
22.9K
$1.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
466K+ 14.73% |
$19.9M - $21.7M
|
3.63M
$174M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
23+ 0.65% |
$981 - $1.07K
|
3.54K
$170K
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-2.75K- 2.78% |
$117K - $128K
|
95.9K
$4.6M
|
|