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 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.18MNew |
$41.3M - $44.9M
|
1.18M
$44M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
534K+ 6.9% |
$18.6M - $20.3M
|
8.28M
$308M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
413K+ 38.83% |
$14.4M - $15.7M
|
1.48M
$54.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
345K+ 215.65% |
$12M - $13.1M
|
505K
$18.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
308KNew |
$10.8M - $11.7M
|
308K
$11.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
267KNew |
$9.3M - $10.1M
|
267K
$9.91M
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
225K+ 95.86% |
$7.86M - $8.56M
|
461K
$17.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
194K+ 15.56% |
$6.77M - $7.37M
|
1.44M
$53.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
180KNew |
$6.28M - $6.84M
|
180K
$6.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
169K+ 31.56% |
$5.87M - $6.4M
|
702K
$26.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
147K+ 31.55% |
$5.14M - $5.6M
|
615K
$22.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
146KNew |
$5.1M - $5.56M
|
146K
$5.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
111KNew |
$3.87M - $4.22M
|
111K
$4.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
103K+ 86.98% |
$3.6M - $3.92M
|
222K
$8.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
98.8KNew |
$3.44M - $3.75M
|
98.8K
$3.67M
|
|
|
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
$68.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
78.9K+ 4.48% |
$2.75M - $3M
|
1.84M
$68.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
77.6K+ 10.67% |
$2.71M - $2.95M
|
805K
$29.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
76.7K+ 21.14% |
$2.67M - $2.91M
|
440K
$16.3M
|
|
|
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
$3.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
62.3KNew |
$2.17M - $2.36M
|
62.3K
$2.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
60.2K+ 4.59% |
$2.1M - $2.29M
|
1.37M
$51M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
57.8K+ 18.2% |
$2.02M - $2.2M
|
375K
$14M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
56.3KNew |
$1.96M - $2.14M
|
56.3K
$2.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
55.4KNew |
$1.93M - $2.11M
|
55.4K
$2.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
51.8KNew |
$1.81M - $1.97M
|
51.8K
$1.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
48.7K+ 34.74% |
$1.7M - $1.85M
|
189K
$7.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
46.3K+ 9.41% |
$1.61M - $1.76M
|
539K
$20M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
42.9K+ 3.47% |
$1.5M - $1.63M
|
1.28M
$47.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
39.9K+ 144.87% |
$1.39M - $1.52M
|
67.5K
$2.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
34.7KNew |
$1.21M - $1.32M
|
34.7K
$1.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
34.5KNew |
$1.2M - $1.31M
|
34.5K
$1.28M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
32.5K+ 71.02% |
$1.13M - $1.23M
|
78.3K
$2.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
32K+ 16.8% |
$1.12M - $1.22M
|
223K
$8.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
31K+ 17.16% |
$1.08M - $1.18M
|
212K
$7.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
29.2K+ 6.53% |
$1.02M - $1.11M
|
476K
$17.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
28.7K+ 11.79% |
$1M - $1.09M
|
272K
$10.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
28.6K+ 8.08% |
$998K - $1.09M
|
383K
$14.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
28.6KNew |
$998K - $1.09M
|
28.6K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
27.6K+ 2.43% |
$961K - $1.05M
|
1.16M
$43.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
26.6K+ 120.7% |
$928K - $1.01M
|
48.7K
$1.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
26.6K+ 10.01% |
$926K - $1.01M
|
292K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
24.4KNew |
$852K - $928K
|
24.4K
$908K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
23.6K+ 253.73% |
$824K - $898K
|
33K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
23.4K+ 7.73% |
$815K - $888K
|
326K
$12.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
23K+ 8.02% |
$800K - $872K
|
309K
$11.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
22.3K+ 26.93% |
$778K - $847K
|
105K
$3.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
19.5K+ 5.74% |
$681K - $742K
|
360K
$13.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
18.8KNew |
$657K - $716K
|
18.8K
$700K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
18.8KNew |
$656K - $715K
|
18.8K
$700K
|