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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
296K+ 1353.42% |
$12.6M - $13.8M
|
318K
$15.2M
|
|
|
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
|
|
|
Oct 31, 2025
Q3 2025
|
Estate Counselors, LLC
|
BUY
|
- |
114KNew |
$4.88M - $5.32M
|
114K
$5.48M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
114K+ 59.09% |
$4.85M - $5.29M
|
306K
$14.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
112KNew |
$4.78M - $5.21M
|
112K
$5.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
110K+ 73.59% |
$4.68M - $5.1M
|
259K
$12.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
109K+ 3.13% |
$4.65M - $5.07M
|
3.59M
$172M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
99.1K+ 26.17% |
$4.23M - $4.61M
|
478K
$22.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
98.8K+ 15.26% |
$4.21M - $4.6M
|
746K
$35.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
96.6K+ 1.12% |
$4.12M - $4.49M
|
8.68M
$416M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
89.4K+ 45.09% |
$3.81M - $4.16M
|
288K
$13.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
87.6K+ 16.21% |
$3.74M - $4.07M
|
628K
$30.1M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
87.1K+ 142.27% |
$3.72M - $4.05M
|
148K
$7.11M
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
86.6KNew |
$3.7M - $4.03M
|
86.6K
$4.15M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
80.7KNew |
$3.44M - $3.76M
|
80.7K
$3.87M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
77.2K+ 4.87% |
$3.29M - $3.59M
|
1.66M
$79.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
76.1K+ 16.91% |
$3.25M - $3.54M
|
526K
$25.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
73.2K+ 262.02% |
$3.12M - $3.41M
|
101K
$4.84M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
69.7K+ 4.66% |
$2.97M - $3.24M
|
1.57M
$75M
|
|