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 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
|
|
|
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 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
|
|
|
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 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
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
4.17K+ 9.95% |
$178K - $194K
|
46.1K
$2.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.11K+ 13.17% |
$175K - $191K
|
35.3K
$1.69M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.1K+ 310.84% |
$175K - $191K
|
5.42K
$260K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.07K+ 25.63% |
$174K - $190K
|
20K
$957K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.01K+ 94.87% |
$171K - $187K
|
8.24K
$395K
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.01K+ 5.14% |
$171K - $186K
|
82K
$3.93M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.87K+ 3.83% |
$165K - $180K
|
105K
$5.02M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.69K+ 6.5% |
$158K - $172K
|
60.5K
$2.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.67K+ 1.0% |
$156K - $171K
|
372K
$17.8M
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.54K+ 69.43% |
$151K - $165K
|
8.63K
$414K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.53K+ 64.55% |
$151K - $164K
|
9.01K
$432K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.4K+ 2.55% |
$145K - $158K
|
137K
$6.54M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.23K+ 11.68% |
$138K - $150K
|
30.8K
$1.48M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.18K+ 1.71% |
$136K - $148K
|
189K
$9.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.18K+ 87.77% |
$136K - $148K
|
6.8K
$326K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
3.17K+ 14.43% |
$135K - $147K
|
25.1K
$1.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
3.09K+ 3.69% |
$132K - $144K
|
86.8K
$4.16M
|
|
|
Nov 17, 2025
Q3 2025
|
Schubert & CO
|
BUY
|
- |
3.01K+ 4.1% |
$129K - $140K
|
76.6K
$3.67M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
2.95K+ 42.69% |
$126K - $137K
|
9.86K
$472K
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
2.92K+ 3.03% |
$124K - $136K
|
99.3K
$4.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2.86K+ 23.2% |
$122K - $133K
|
15.2K
$728K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.74K+ 21.51% |
$117K - $128K
|
15.5K
$742K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.65K+ 26.74% |
$113K - $123K
|
12.5K
$601K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
2.6K+ 84.89% |
$111K - $121K
|
5.67K
$272K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.56K+ 14.37% |
$109K - $119K
|
20.4K
$977K
|
|