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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
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
|
|
|
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
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
8.57K+ 6.53% |
$365K - $399K
|
140K
$6.69M
|
|
|
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
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
7.96K+ 7.31% |
$340K - $371K
|
117K
$5.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
7.96K+ 13.79% |
$340K - $371K
|
65.7K
$3.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.79K+ 46.77% |
$332K - $362K
|
24.4K
$1.17M
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7.73K+ 7.42% |
$330K - $360K
|
112K
$5.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
7.47KNew |
$319K - $348K
|
7.47K
$358K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
7.41KNew |
$316K - $345K
|
7.41K
$355K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.28K+ 139.33% |
$311K - $339K
|
12.5K
$599K
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7.24K+ 2.39% |
$309K - $337K
|
310K
$14.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.17K+ 18.61% |
$306K - $334K
|
45.7K
$2.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
6.99K+ 35.94% |
$298K - $325K
|
26.4K
$1.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.67K+ 9.46% |
$284K - $310K
|
77.1K
$3.69M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.34K+ 122.54% |
$270K - $295K
|
11.5K
$552K
|
|
|
Oct 23, 2025
Q3 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
6.32KNew |
$270K - $294K
|
6.32K
$303K
|
|
|
Nov 14, 2025
Q3 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
6.21KNew |
$265K - $289K
|
6.21K
$297K
|
|
|
Oct 27, 2025
Q3 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
6.03K+ 10.73% |
$257K - $280K
|
62.2K
$2.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5.46K+ 2.1% |
$233K - $254K
|
266K
$12.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
5.45KNew |
$233K - $254K
|
5.45K
$261K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
5.43KNew |
$232K - $253K
|
5.43K
$260K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5.39K+ 21.7% |
$230K - $251K
|
30.2K
$1.45M
|
|