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 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
21.3K+ 21.61% |
$908K - $990K
|
120K
$5.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
20.8K+ 53.66% |
$889K - $969K
|
59.6K
$2.86M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
20.6K+ 6.04% |
$879K - $959K
|
362K
$17.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
20K+ 1.32% |
$855K - $932K
|
1.54M
$73.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
19.8KNew |
$843K - $920K
|
19.8K
$947K
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
19.7K+ 152.47% |
$840K - $916K
|
32.6K
$1.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
BUY
|
- |
18.8KNew |
$801K - $874K
|
18.8K
$900K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
18.6K+ 146.95% |
$792K - $864K
|
31.2K
$1.49M
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
17.2KNew |
$733K - $800K
|
17.2K
$824K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
16.9K+ 5.11% |
$722K - $787K
|
348K
$16.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
16.5K+ 13.77% |
$703K - $767K
|
136K
$6.53M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
14.7K+ 8.69% |
$626K - $683K
|
183K
$8.79M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.4K+ 2.79% |
$615K - $671K
|
532K
$25.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
14.2K+ 109.22% |
$605K - $660K
|
27.2K
$1.3M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
13.3K+ 2.67% |
$569K - $621K
|
513K
$24.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13.3K+ 7.37% |
$567K - $619K
|
194K
$9.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
13.1K+ 25.06% |
$559K - $609K
|
65.3K
$3.13M
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
12.7K+ 60.08% |
$541K - $590K
|
33.8K
$1.62M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
12.2K+ 24.01% |
$522K - $569K
|
63.2K
$3.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12.1KNew |
$515K - $562K
|
12.1K
$579K
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
11.8KNew |
$504K - $549K
|
11.8K
$566K
|
|
|
Nov 18, 2025
Q3 2025
|
Del Sette Capital Management, LLC
|
BUY
|
- |
11.7K+ 12.0% |
$501K - $546K
|
110K
$5.25M
|
|
|
Nov 06, 2025
Q3 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
11.7K+ 7.06% |
$499K - $544K
|
177K
$8.5M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
11.6K+ 21.2% |
$495K - $539K
|
66.3K
$3.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
11.5KNew |
$491K - $536K
|
11.5K
$552K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
11.5K+ 6.2% |
$490K - $535K
|
197K
$9.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
11.4K+ 2.87% |
$487K - $531K
|
409K
$19.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
11K+ 3.11% |
$471K - $514K
|
366K
$17.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
10.7K+ 5.95% |
$455K - $496K
|
190K
$9.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
10.2KNew |
$435K - $474K
|
10.2K
$488K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
10.1K+ 4.05% |
$431K - $470K
|
260K
$12.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
10.1K+ 4.65% |
$430K - $469K
|
227K
$10.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
9.96K+ 2.91% |
$425K - $463K
|
352K
$16.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.91K+ 0.54% |
$423K - $461K
|
1.83M
$87.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
9.73KNew |
$415K - $453K
|
9.73K
$466K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.32K+ 7.81% |
$398K - $434K
|
129K
$6.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
8.95K+ 3.14% |
$382K - $417K
|
294K
$14.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
8.88K+ 22.17% |
$379K - $413K
|
48.9K
$2.34M
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
8.85KNew |
$377K - $412K
|
8.85K
$424K
|
|
|
Nov 06, 2025
Q3 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
8.59KNew |
$366K - $400K
|
8.59K
$411K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
8.57K+ 6.53% |
$365K - $399K
|
140K
$6.69M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
8.54K+ 1.33% |
$364K - $397K
|
652K
$31.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.48K+ 10.23% |
$362K - $394K
|
91.4K
$4.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.39K+ 3200.76% |
$358K - $390K
|
8.65K
$414K
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
8.36KNew |
$357K - $389K
|
8.36K
$401K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.26K+ 11.78% |
$352K - $384K
|
78.3K
$3.75M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
8.25K+ 18.71% |
$352K - $384K
|
52.4K
$2.51M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
8.22KNew |
$351K - $383K
|
8.22K
$394K
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
8.2K+ 0.99% |
$350K - $381K
|
835K
$40M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
8.08K+ 5.89% |
$345K - $376K
|
145K
$6.96M
|
|