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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.79MNew |
$97.3M - $106M
|
2.79M
$106M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.18MNew |
$41.3M - $44.9M
|
1.18M
$45M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
534K+ 6.9% |
$18.6M - $20.3M
|
8.28M
$315M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
457K+ 6.97% |
$15.9M - $17.4M
|
7.02M
$267M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
413K+ 38.83% |
$14.4M - $15.7M
|
1.48M
$56.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
351K+ 13.21% |
$12.2M - $13.3M
|
3.01M
$114M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
345K+ 215.65% |
$12M - $13.1M
|
505K
$19.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
308KNew |
$10.8M - $11.7M
|
308K
$11.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
308KNew |
$10.7M - $11.7M
|
308K
$11.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
267KNew |
$9.3M - $10.1M
|
267K
$10.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
225K+ 95.86% |
$7.86M - $8.56M
|
461K
$17.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
203KNew |
$7.08M - $7.72M
|
203K
$7.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
194K+ 15.56% |
$6.77M - $7.37M
|
1.44M
$54.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
188K+ 80.6% |
$6.56M - $7.15M
|
422K
$16M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
180KNew |
$6.28M - $6.84M
|
180K
$6.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
169K+ 31.56% |
$5.87M - $6.4M
|
702K
$26.7M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
162K+ 5.01% |
$5.64M - $6.15M
|
3.39M
$129M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
157K+ 58.11% |
$5.49M - $5.98M
|
428K
$16.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
147K+ 31.55% |
$5.14M - $5.6M
|
615K
$23.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
146KNew |
$5.1M - $5.56M
|
146K
$5.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
127K+ 2175.1% |
$4.42M - $4.81M
|
133K
$5.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
126K+ 12.95% |
$4.39M - $4.78M
|
1.1M
$41.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
124KNew |
$4.34M - $4.73M
|
124K
$4.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
111KNew |
$3.87M - $4.22M
|
111K
$4.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
110K+ 7.14% |
$3.83M - $4.17M
|
1.65M
$62.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
103K+ 86.98% |
$3.6M - $3.92M
|
222K
$8.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
98.8KNew |
$3.44M - $3.75M
|
98.8K
$3.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
93KNew |
$3.24M - $3.53M
|
93K
$3.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
89.3KNew |
$3.11M - $3.39M
|
89.3K
$3.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
87.3K+ 8.03% |
$3.04M - $3.31M
|
1.17M
$44.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
79.8K+ 4.53% |
$2.78M - $3.03M
|
1.84M
$70M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
78.9K+ 4.48% |
$2.75M - $3M
|
1.84M
$70.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
77.6K+ 10.67% |
$2.71M - $2.95M
|
805K
$30.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
76.7K+ 21.14% |
$2.67M - $2.91M
|
440K
$16.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
76.2K+ 2.88% |
$2.65M - $2.89M
|
2.72M
$104M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
74.6KNew |
$2.6M - $2.83M
|
74.6K
$2.84M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
74.5KNew |
$2.6M - $2.83M
|
74.5K
$2.83M
|
|
|
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
$3.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
62.3KNew |
$2.17M - $2.36M
|
62.3K
$2.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
61.7K+ 8.4% |
$2.15M - $2.34M
|
797K
$30.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
60.2K+ 4.59% |
$2.1M - $2.29M
|
1.37M
$52.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
59.4K+ 8.71% |
$2.07M - $2.26M
|
741K
$28.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
57.8K+ 18.2% |
$2.02M - $2.2M
|
375K
$14.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
56.5K+ 32.61% |
$1.97M - $2.15M
|
230K
$8.75M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
56.3KNew |
$1.96M - $2.14M
|
56.3K
$2.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
55.4KNew |
$1.93M - $2.11M
|
55.4K
$2.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
51.8KNew |
$1.81M - $1.97M
|
51.8K
$1.97M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
49.6K+ 13.64% |
$1.73M - $1.88M
|
413K
$15.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
48.7K+ 34.74% |
$1.7M - $1.85M
|
189K
$7.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
46.3K+ 9.41% |
$1.61M - $1.76M
|
539K
$20.5M
|