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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.15K+ 6.79% |
$305K - $333K
|
113K
$5.39M
|
|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
5.3K+ 1.25% |
$226K - $247K
|
430K
$20.6M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
5.27KNew |
$225K - $245K
|
5.27K
$253K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.23K+ 3.36% |
$223K - $244K
|
161K
$7.71M
|
|
|
Oct 08, 2025
Q3 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
5.2K+ 4.24% |
$222K - $242K
|
128K
$6.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.19K+ 37.14% |
$222K - $242K
|
19.2K
$919K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5.14KNew |
$219K - $239K
|
5.14K
$246K
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5.14KNew |
$219K - $239K
|
5.14K
$246K
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
5.1KNew |
$218K - $237K
|
5.1K
$244K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
5.08K+ 3.26% |
$217K - $236K
|
161K
$7.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
5.07KNew |
$216K - $236K
|
5.07K
$243K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
5.06K+ 24.64% |
$216K - $235K
|
25.6K
$1.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.94K+ 5.29% |
$211K - $230K
|
98.5K
$4.72M
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
4.92K+ 7.78% |
$210K - $229K
|
68.1K
$3.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
4.91K+ 28.77% |
$209K - $228K
|
22K
$1.05M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.77KNew |
$204K - $222K
|
4.77K
$229K
|
|
|
Oct 30, 2025
Q3 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
4.76KNew |
$203K - $221K
|
4.76K
$228K
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.75KNew |
$203K - $221K
|
4.75K
$228K
|
|
|
Nov 13, 2025
Q3 2025
|
Private Management Group Inc
|
BUY
|
- |
4.74KNew |
$202K - $221K
|
4.74K
$227K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4.66K+ 28.34% |
$199K - $217K
|
21.1K
$1.01M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.58K+ 2.51% |
$195K - $213K
|
187K
$8.94M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.57K+ 1.04% |
$195K - $213K
|
444K
$21.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
4.55KNew |
$194K - $212K
|
4.55K
$218K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.54KNew |
$194K - $211K
|
4.54K
$218K
|
|
|
Nov 12, 2025
Q3 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
4.51KNew |
$192K - $210K
|
4.51K
$216K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
4.48K+ 91.76% |
$191K - $208K
|
9.35K
$448K
|
|
|
Nov 14, 2025
Q3 2025
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
BUY
|
- |
4.46KNew |
$190K - $207K
|
4.46K
$213K
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
4.43KNew |
$189K - $206K
|
4.43K
$212K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
4.37K+ 4.87% |
$186K - $203K
|
94K
$4.51M
|
|
|
Oct 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
4.34K+ 1.66% |
$185K - $202K
|
267K
$12.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
4.26K+ 15.94% |
$182K - $198K
|
31K
$1.48M
|
|