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 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
768+ 0.83% |
$32.8K - $35.7K
|
93.3K
$4.47M
|
|
|
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
|
|
|
Nov 06, 2025
Q3 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
570+ 5.22% |
$24.3K - $26.5K
|
11.5K
$551K
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
513+ 8.57% |
$21.9K - $23.9K
|
6.5K
$311K
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
441+ 0.58% |
$18.8K - $20.5K
|
76.6K
$3.67M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
397+ 8.52% |
$16.9K - $18.5K
|
5.06K
$242K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
375+ 69.19% |
$16K - $17.4K
|
917
$43.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
371+ 5.22% |
$15.8K - $17.3K
|
7.48K
$358K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
348New |
$14.8K - $16.2K
|
348
$16.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
338+ 72.38% |
$14.4K - $15.7K
|
805
$38.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
334+ 4.76% |
$14.2K - $15.5K
|
7.36K
$352K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
333+ 1.04% |
$14.2K - $15.5K
|
32.3K
$1.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
333+ 48.76% |
$14.2K - $15.5K
|
1.02K
$48.7K
|
|
|
Dec 17, 2025
Q3 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
324+ 3.6% |
$13.8K - $15.1K
|
9.33K
$447K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
305+ 0.52% |
$13K - $14.2K
|
58.7K
$2.81M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
279New |
$11.9K - $13K
|
279
$13.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
243New |
$10.4K - $11.3K
|
243
$11.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
234+ 0.38% |
$9.98K - $10.9K
|
61.1K
$2.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
215+ 0.49% |
$9.17K - $10K
|
44.5K
$2.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
205+ 5.35% |
$8.75K - $9.54K
|
4.04K
$194K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
199+ 2.46% |
$8.49K - $9.26K
|
8.28K
$397K
|
|
|
Nov 12, 2025
Q3 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
193+ 93.24% |
$8.23K - $8.98K
|
400
$19.2K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
193New |
$8.23K - $8.98K
|
193
$9.25K
|
|
|
Nov 13, 2025
Q3 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
189+ 0.31% |
$8.06K - $8.79K
|
61K
$2.92M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
189+ 0.7% |
$8.06K - $8.79K
|
27.2K
$1.31M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
185+ 0.29% |
$7.89K - $8.61K
|
63.7K
$3.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
183+ 6.31% |
$7.81K - $8.51K
|
3.08K
$148K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
168+ 2.66% |
$7.17K - $7.82K
|
6.48K
$310K
|
|
|
Nov 10, 2025
Q3 2025
|
Glassman Wealth Services
|
BUY
|
- |
167New |
$7.12K - $7.77K
|
167
$8K
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
167+ 0.19% |
$7.12K - $7.77K
|
86K
$4.12M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
165+ 2.13% |
$7.04K - $7.68K
|
7.9K
$379K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
165+ 0.37% |
$7.04K - $7.68K
|
45K
$2.16M
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
158+ 0.96% |
$6.74K - $7.35K
|
16.6K
$797K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
126+ 1.45% |
$5.38K - $5.86K
|
8.79K
$421K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
125+ 2.18% |
$5.33K - $5.82K
|
5.86K
$281K
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
123+ 0.09% |
$5.25K - $5.72K
|
134K
$6.41M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
112+ 6.95% |
$4.78K - $5.21K
|
1.72K
$82.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
111+ 0.13% |
$4.74K - $5.16K
|
87.7K
$4.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
108+ 2.14% |
$4.61K - $5.03K
|
5.16K
$247K
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
100+ 0.44% |
$4.27K - $4.65K
|
23K
$1.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
98+ 0.39% |
$4.18K - $4.56K
|
25.4K
$1.22M
|
|