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 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.97K+ 3.06% |
$104K - $113K
|
100K
$3.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.88K+ 2.89% |
$100K - $109K
|
102K
$3.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
2.59KNew |
$90.4K - $98.5K
|
2.59K
$96.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.48K+ 9.93% |
$86.4K - $94.1K
|
27.4K
$1.02M
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
1.95K+ 0.55% |
$68K - $74.1K
|
357K
$13.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.78K+ 2.32% |
$62K - $67.5K
|
78.6K
$2.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.64K+ 0.37% |
$57.1K - $62.2K
|
449K
$16.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.35K+ 9.72% |
$46.9K - $51.1K
|
15.2K
$564K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.29K+ 0.61% |
$45K - $49K
|
213K
$7.89M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
800New |
$27.9K - $30.4K
|
800
$29.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
760+ 1.58% |
$26.5K - $28.9K
|
49K
$1.82M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
660+ 1.64% |
$23K - $25.1K
|
41K
$1.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
615+ 1.9% |
$21.4K - $23.4K
|
33K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
549+ 160.53% |
$19.1K - $20.8K
|
891
$33.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
488+ 0.1% |
$17K - $18.5K
|
483K
$17.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
462+ 3.29% |
$16.1K - $17.5K
|
14.5K
$538K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
424+ 2.62% |
$14.8K - $16.1K
|
16.6K
$617K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
416+ 0.13% |
$14.5K - $15.8K
|
315K
$11.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
259+ 3.0% |
$9.03K - $9.83K
|
8.9K
$330K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
241+ 1.0% |
$8.4K - $9.15K
|
24.4K
$907K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
225+ 1.9% |
$7.84K - $8.54K
|
12.1K
$449K
|
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
207+ 0.8% |
$7.22K - $7.86K
|
26.2K
$974K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
191+ 0.76% |
$6.66K - $7.25K
|
25.4K
$944K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
182+ 1.95% |
$6.34K - $6.91K
|
9.51K
$353K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
172New |
$6K - $6.53K
|
172
$6.39K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
165+ 1.09% |
$5.75K - $6.27K
|
15.4K
$570K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
140+ 0.53% |
$4.88K - $5.32K
|
26.5K
$985K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
132+ 6.35% |
$4.6K - $5.01K
|
2.21K
$82.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
122+ 2.08% |
$4.25K - $4.63K
|
5.98K
$222K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
105+ 0.92% |
$3.66K - $3.99K
|
11.6K
$430K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
103+ 0.37% |
$3.59K - $3.91K
|
27.9K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
97+ 0.69% |
$3.38K - $3.68K
|
14.1K
$524K
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
90+ 1.0% |
$3.14K - $3.42K
|
9.13K
$339K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
81+ 0.95% |
$2.82K - $3.08K
|
8.65K
$321K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
58+ 0.98% |
$2.02K - $2.2K
|
5.97K
$222K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
46+ 0.11% |
$1.6K - $1.75K
|
41.1K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
23+ 0.99% |
$802 - $873
|
2.35K
$87.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
23+ 0.22% |
$802 - $873
|
10.4K
$385K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
23+ 0.73% |
$802 - $873
|
3.15K
$117K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.29M+ 29.26% |
$149M - $165M
|
18.9M
$703M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.68M+ 16.05% |
$92.9M - $103M
|
19.4M
$720M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.26MNew |
$43.6M - $48.3M
|
1.26M
$46.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.06MNew |
$36.9M - $40.8M
|
1.06M
$39.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
482K+ 6.63% |
$16.7M - $18.5M
|
7.75M
$288M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
445K+ 7.27% |
$15.4M - $17.1M
|
6.56M
$244M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
408K+ 14.46% |
$14.2M - $15.7M
|
3.23M
$120M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
364K+ 20.99% |
$12.6M - $14M
|
2.1M
$78M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
273K+ 537.14% |
$9.47M - $10.5M
|
324K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
252K+ 10.48% |
$8.74M - $9.67M
|
2.66M
$98.6M
|
|