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 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
120K+ 22.06% |
$5.42M - $5.79M
|
664K
$31.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
87.7K+ 10.83% |
$3.96M - $4.23M
|
898K
$43M
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
73.7K+ 24.09% |
$3.33M - $3.56M
|
380K
$18.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
66.3KNew |
$2.99M - $3.2M
|
66.3K
$3.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
54.8K+ 7.73% |
$2.47M - $2.64M
|
763K
$36.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
43.6K+ 6.68% |
$1.97M - $2.1M
|
696K
$33.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
39.6K+ 7.28% |
$1.79M - $1.91M
|
584K
$28M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
30.3K+ 2.23% |
$1.37M - $1.46M
|
1.39M
$66.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
28.9K+ 47.8% |
$1.3M - $1.39M
|
89.2K
$4.28M
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
28.1KNew |
$1.27M - $1.35M
|
28.1K
$1.35M
|
|
|
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 14, 2026
Q4 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
23.2KNew |
$1.05M - $1.12M
|
23.2K
$1.11M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
19K+ 21.43% |
$856K - $915K
|
107K
$5.15M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
10.3K+ 13.26% |
$463K - $496K
|
87.8K
$4.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
9.6K+ 1.47% |
$433K - $463K
|
662K
$31.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
8.77K+ 2.15% |
$396K - $423K
|
416K
$19.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
8.23K+ 26.23% |
$371K - $397K
|
39.6K
$1.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8.12K+ 1.12% |
$366K - $392K
|
733K
$35.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
7.96KNew |
$359K - $384K
|
7.96K
$381K
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
7.69K+ 2.18% |
$347K - $371K
|
360K
$17.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.02K+ 5.35% |
$317K - $339K
|
138K
$6.62M
|
|
|
Jan 16, 2026
Q4 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
6.86K+ 5.1% |
$310K - $331K
|
141K
$6.77M
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
6.29K+ 1.22% |
$284K - $303K
|
520K
$24.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.05K+ 4.16% |
$273K - $292K
|
151K
$7.25M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
5.93K+ 6.27% |
$268K - $286K
|
101K
$4.82M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
4.94K+ 60.14% |
$223K - $239K
|
13.2K
$631K
|
|
|
Jan 12, 2026
Q4 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
4.21KNew |
$190K - $203K
|
4.21K
$202K
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
4.17K+ 6.71% |
$188K - $201K
|
66.3K
$3.18M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.05KNew |
$183K - $196K
|
4.05K
$194K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
4.05KNew |
$183K - $195K
|
4.05K
$194K
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
3.26K+ 6.41% |
$147K - $157K
|
54.2K
$2.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
2.68K+ 1.98% |
$121K - $129K
|
138K
$6.62M
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.45K+ 34.38% |
$111K - $118K
|
9.57K
$459K
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
2.41K+ 28.1% |
$109K - $116K
|
11K
$527K
|
|
|
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 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.38K+ 25.46% |
$62.3K - $66.6K
|
6.8K
$326K
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.36K+ 2.26% |
$61.3K - $65.6K
|
61.4K
$2.94M
|
|
|
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 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
983+ 11.96% |
$44.4K - $47.4K
|
9.2K
$441K
|
|
|
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 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
777+ 12.23% |
$35.1K - $37.5K
|
7.13K
$342K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
712+ 4.92% |
$32.1K - $34.4K
|
15.2K
$728K
|
|
|
Jan 16, 2026
Q4 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
629+ 3.73% |
$28.4K - $30.3K
|
17.5K
$839K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
576+ 15.29% |
$26K - $27.8K
|
4.34K
$208K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
454New |
$20.5K - $21.9K
|
454
$21.8K
|
|
|
Jan 07, 2026
Q4 2025
|
Exeter Financial, LLC
|
BUY
|
- |
71+ 0.76% |
$3.2K - $3.43K
|
9.43K
$452K
|
|