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 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 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
4.09K+ 3.13% |
$174K - $190K
|
134K
$6.44M
|
|
|
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
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.87K+ 3.83% |
$165K - $180K
|
105K
$5.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.76K+ 2.95% |
$161K - $175K
|
131K
$6.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
3.74K+ 6.4% |
$159K - $174K
|
62.1K
$2.98M
|
|
|
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
|
|
|
Oct 22, 2025
Q3 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
3.42K+ 0.85% |
$146K - $159K
|
407K
$19.5M
|
|
|
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
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.06K+ 10.82% |
$131K - $143K
|
31.4K
$1.5M
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.47KNew |
$105K - $115K
|
2.47K
$118K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.45K+ 0.34% |
$104K - $114K
|
724K
$34.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.4K+ 12.1% |
$102K - $112K
|
22.3K
$1.07M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.4K+ 17.15% |
$102K - $112K
|
16.4K
$786K
|
|
|
Oct 14, 2025
Q3 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
2.37K+ 0.72% |
$101K - $110K
|
331K
$15.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.34K+ 16.46% |
$100K - $109K
|
16.6K
$794K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.34K+ 22.72% |
$99.8K - $109K
|
12.6K
$605K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.34K+ 0.99% |
$99.7K - $109K
|
239K
$11.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
2.27K+ 0.58% |
$97K - $106K
|
393K
$18.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.26K+ 1.29% |
$96.3K - $105K
|
177K
$8.47M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.26K+ 24.99% |
$96.2K - $105K
|
11.3K
$540K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.24K+ 1.28% |
$95.7K - $104K
|
178K
$8.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.2K+ 26.73% |
$93.7K - $102K
|
10.4K
$499K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.15K+ 5.1% |
$91.8K - $100K
|
44.4K
$2.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
2.06KNew |
$87.9K - $95.9K
|
2.06K
$98.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
2.04K+ 5.74% |
$87.2K - $95.1K
|
37.7K
$1.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
2.02K+ 2.18% |
$86.1K - $93.9K
|
94.7K
$4.54M
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.93K+ 12.8% |
$82.3K - $89.8K
|
17K
$815K
|
|
|
Nov 06, 2025
Q3 2025
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.89K+ 1.96% |
$80.7K - $88K
|
98.4K
$4.71M
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.87K+ 0.62% |
$79.7K - $86.9K
|
303K
$14.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.85KNew |
$78.9K - $86K
|
1.85K
$88.6K
|
|