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
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
1.78K+ 4.69% |
$76.1K - $83K
|
39.8K
$1.91M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.77K+ 10.7% |
$75.7K - $82.5K
|
18.4K
$880K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.77K+ 0.15% |
$75.5K - $82.4K
|
1.19M
$56.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.76K+ 10.43% |
$75K - $81.8K
|
18.6K
$891K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.75K+ 1.49% |
$74.8K - $81.6K
|
120K
$5.74M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.72K+ 11.68% |
$73.5K - $80.2K
|
16.5K
$789K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
1.69KNew |
$72.3K - $78.8K
|
1.69K
$81.2K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.66K+ 0.35% |
$70.9K - $77.3K
|
474K
$22.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.64KNew |
$70.1K - $76.4K
|
1.64K
$78.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.55K+ 3.7% |
$66.2K - $72.2K
|
43.5K
$2.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.52K+ 2.08% |
$64.9K - $70.8K
|
74.7K
$3.58M
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.47K+ 2.05% |
$62.7K - $68.4K
|
73K
$3.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.43KNew |
$61.2K - $66.7K
|
1.43K
$68.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
1.4K+ 4.1% |
$59.7K - $65.1K
|
35.6K
$1.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
1.37K+ 12.67% |
$58.3K - $63.6K
|
12.1K
$582K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.35K+ 0.75% |
$57.4K - $62.6K
|
180K
$8.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.33K+ 2.0% |
$56.6K - $61.7K
|
67.7K
$3.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.29K+ 17.43% |
$55K - $60K
|
8.69K
$416K
|
|
|
Nov 05, 2025
Q3 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.28K+ 2.18% |
$54.6K - $59.6K
|
60K
$2.88M
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.27K+ 20.14% |
$54.3K - $59.3K
|
7.6K
$364K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.22K+ 2.67% |
$52K - $56.7K
|
46.9K
$2.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.22K+ 5.62% |
$51.9K - $56.6K
|
22.9K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Advisors, Llc/Va
Richmond, VA |
BUY
|
- |
1.19K+ 1.09% |
$50.8K - $55.4K
|
110K
$5.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.15K+ 13.93% |
$49.1K - $53.5K
|
9.4K
$450K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.14K+ 5.83% |
$48.6K - $53K
|
20.7K
$991K
|
|
|
Nov 14, 2025
Q3 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
1.11K+ 1.71% |
$47.5K - $51.8K
|
66.1K
$3.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
1.11K+ 6.2% |
$47.4K - $51.7K
|
19K
$912K
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.09K+ 2.78% |
$46.4K - $50.6K
|
40.1K
$1.92M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.04K+ 13.11% |
$44.3K - $48.3K
|
8.96K
$429K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.02K+ 8.34% |
$43.6K - $47.6K
|
13.3K
$636K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
989New |
$42.2K - $46K
|
989
$47.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
977+ 1.14% |
$41.7K - $45.5K
|
86.4K
$4.14M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
969+ 103.19% |
$41.3K - $45.1K
|
1.91K
$91.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
939+ 2.28% |
$40.1K - $43.7K
|
42.2K
$2.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
879+ 40.25% |
$37.5K - $40.9K
|
3.06K
$147K
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
869+ 15.77% |
$37.1K - $40.4K
|
6.38K
$306K
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
848+ 7.5% |
$36.2K - $39.5K
|
12.2K
$583K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
808+ 10.89% |
$34.5K - $37.6K
|
8.23K
$394K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
768+ 0.83% |
$32.8K - $35.7K
|
93.3K
$4.47M
|
|
|
Oct 16, 2025
Q3 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
765+ 0.47% |
$32.6K - $35.6K
|
163K
$7.82M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
760+ 1.94% |
$32.4K - $35.4K
|
40K
$1.91M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
760+ 12.64% |
$32.4K - $35.4K
|
6.77K
$325K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
757+ 0.28% |
$32.3K - $35.2K
|
271K
$13M
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
742+ 11.43% |
$31.7K - $34.5K
|
7.24K
$347K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
737+ 6.85% |
$31.4K - $34.3K
|
11.5K
$551K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
661+ 209.84% |
$28.2K - $30.8K
|
976
$46.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
656+ 7.44% |
$28K - $30.5K
|
9.48K
$454K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
609+ 0.18% |
$26K - $28.3K
|
338K
$16.2M
|
|
|
Nov 13, 2025
Q3 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
593+ 33.87% |
$25.3K - $27.6K
|
2.34K
$112K
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
575+ 55.56% |
$24.5K - $26.8K
|
1.61K
$77.1K
|
|