Latest Institutional Purchases of Dimensional ETF Tr (DFIV)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr (DFIV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
66.3KNew |
$2.99M - $3.2M
|
66.3K
$3.18M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
28.9K+ 47.8% |
$1.3M - $1.39M
|
89.2K
$4.28M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
23.4KNew |
$1.06M - $1.13M
|
23.4K
$1.12M
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
23.2K+ 2.78% |
$1.05M - $1.12M
|
859K
$41.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
19K+ 21.43% |
$856K - $915K
|
107K
$5.15M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
8.23K+ 26.23% |
$371K - $397K
|
39.6K
$1.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
7.69K+ 2.18% |
$347K - $371K
|
360K
$17.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.05KNew |
$183K - $196K
|
4.05K
$194K
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
3.26K+ 6.41% |
$147K - $157K
|
54.2K
$2.6M
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.45K+ 34.38% |
$111K - $118K
|
9.57K
$459K
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.87K+ 39.31% |
$84.3K - $90.2K
|
6.62K
$317K
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.55K+ 9.09% |
$69.7K - $74.5K
|
18.6K
$889K
|
|
|
Jan 09, 2026
Q4 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.25K+ 0.98% |
$56.5K - $60.4K
|
129K
$6.19M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.07K+ 5.21% |
$48.4K - $51.8K
|
21.7K
$1.04M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
874+ 15.52% |
$39.4K - $42.2K
|
6.51K
$312K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
789+ 1.06% |
$35.6K - $38.1K
|
75.4K
$3.61M
|
|
|
Jan 07, 2026
Q4 2025
|
Exeter Financial, LLC
|
BUY
|
- |
71+ 0.76% |
$3.2K - $3.43K
|
9.43K
$452K
|
|
|
Jan 08, 2026
Q4 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$90.3 - $96.5
|
4.43K
$212K
|
|
| Q3 2025 | |||||||
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.01M+ 76.7% |
$256M - $280M
|
13.8M
$663M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.26M+ 9.16% |
$96.3M - $105M
|
26.9M
$1.29B
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.9M+ 603.14% |
$81.3M - $88.6M
|
2.22M
$106M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.03M+ 5.15% |
$43.8M - $47.8M
|
20.9M
$1B
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
716K+ 54.89% |
$30.5M - $33.3M
|
2.02M
$96.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
698KNew |
$29.8M - $32.5M
|
698K
$33.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
496KNew |
$21.2M - $23.1M
|
496K
$23.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
466K+ 14.73% |
$19.9M - $21.7M
|
3.63M
$174M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
464KNew |
$19.8M - $21.6M
|
464K
$22.2M
|
|
|
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
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
372K+ 37.34% |
$15.9M - $17.3M
|
1.37M
$65.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
309K+ 698.87% |
$13.2M - $14.4M
|
353K
$16.9M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
278K+ 10.33% |
$11.9M - $12.9M
|
2.97M
$142M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
267KNew |
$11.4M - $12.4M
|
267K
$12.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
234K+ 13.99% |
$9.97M - $10.9M
|
1.9M
$91.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
223KNew |
$9.52M - $10.4M
|
223K
$10.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
214K+ 39.58% |
$9.14M - $9.97M
|
756K
$36.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
195KNew |
$8.31M - $9.07M
|
195K
$9.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
194KNew |
$8.27M - $9.02M
|
194K
$9.28M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
187K+ 31.61% |
$8M - $8.72M
|
780K
$37.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
187K+ 6.76% |
$7.98M - $8.71M
|
2.95M
$142M
|
|
|
Nov 04, 2025
Q3 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
183K+ 114.3% |
$7.79M - $8.5M
|
343K
$16.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
181K+ 42.57% |
$7.74M - $8.44M
|
608K
$29.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
178KNew |
$7.59M - $8.28M
|
178K
$8.52M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
165K+ 33.89% |
$7.05M - $7.69M
|
653K
$31.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
162K+ 5.05% |
$6.92M - $7.54M
|
3.37M
$162M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
158K+ 24.29% |
$6.75M - $7.37M
|
810K
$38.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
148K+ 1071.78% |
$6.32M - $6.89M
|
162K
$7.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
147K+ 9.15% |
$6.25M - $6.82M
|
1.75M
$83.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
134K+ 7.12% |
$5.7M - $6.21M
|
2.01M
$96.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
118K+ 1631.44% |
$5.01M - $5.47M
|
125K
$5.98M
|
|