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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
80+ 0.38% |
$3.41K - $3.72K
|
21.1K
$1.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
74New |
$3.16K - $3.44K
|
74
$3.55K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
74+ 0.62% |
$3.16K - $3.44K
|
12K
$576K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
70+ 0.99% |
$2.99K - $3.26K
|
7.12K
$341K
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
57+ 0.11% |
$2.43K - $2.65K
|
53.7K
$2.57M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
56+ 0.29% |
$2.39K - $2.61K
|
19.5K
$932K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
52+ 0.3% |
$2.22K - $2.42K
|
17.5K
$840K
|
|
|
Nov 04, 2025
Q3 2025
|
Unison Advisors LLC
|
BUY
|
- |
46+ 0.38% |
$1.96K - $2.14K
|
12K
$577K
|
|
|
Oct 06, 2025
Q3 2025
|
Exeter Financial, LLC
|
BUY
|
- |
41+ 0.44% |
$1.75K - $1.91K
|
9.36K
$448K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
40+ 0.44% |
$1.71K - $1.86K
|
9.13K
$437K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
38+ 0.11% |
$1.62K - $1.77K
|
34.4K
$1.65M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
37+ 0.03% |
$1.58K - $1.72K
|
110K
$5.29M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
36+ 0.12% |
$1.54K - $1.68K
|
30.9K
$1.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
34+ 10.18% |
$1.45K - $1.58K
|
368
$17.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
32+ 0.05% |
$1.37K - $1.49K
|
58.9K
$2.82M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
30+ 0.21% |
$1.28K - $1.4K
|
14K
$670K
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
29+ 0.42% |
$1.24K - $1.35K
|
6.94K
$332K
|
|
|
Nov 10, 2025
Q3 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
27+ 0.43% |
$1.15K - $1.26K
|
6.27K
$300K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
27+ 0.72% |
$1.15K - $1.26K
|
3.77K
$181K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
23+ 0.65% |
$981 - $1.07K
|
3.54K
$170K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
21New |
$896 - $977
|
21
$1.01K
|
|
|
Nov 10, 2025
Q3 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
20+ 0.21% |
$853 - $931
|
9.56K
$458K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
20+ 0.1% |
$853 - $931
|
20.5K
$981K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
19+ 0.18% |
$811 - $884
|
10.6K
$506K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
17+ 0.25% |
$725 - $791
|
6.93K
$332K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15+ 0.46% |
$640 - $698
|
3.3K
$158K
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
15+ 0.01% |
$640 - $698
|
108K
$5.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
13+ 0.43% |
$555 - $605
|
3.01K
$144K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
10New |
$427 - $465
|
10
$479
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
10+ 0.1% |
$427 - $465
|
10.4K
$500K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
10+ 0.04% |
$427 - $465
|
27.9K
$1.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
9New |
$384 - $419
|
9
$431
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8+ 0.12% |
$341 - $372
|
6.86K
$329K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
8+ 0.41% |
$341 - $372
|
1.94K
$93.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6+ 0.11% |
$256 - $279
|
5.34K
$256K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
6+ 0.19% |
$256 - $279
|
3.24K
$155K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
6+ 0.01% |
$256 - $279
|
83.7K
$4.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$213 - $233
|
28.2K
$1.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
5+ 0.02% |
$213 - $233
|
28.2K
$1.35M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
4+ 0.55% |
$171 - $186
|
726
$34.8K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
4+ 0.02% |
$171 - $186
|
20.6K
$986K
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
3+ 0.43% |
$128 - $140
|
700
$33.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.52% |
$85.3 - $93.1
|
383
$18.3K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
1+ 0.01% |
$42.7 - $46.5
|
11.2K
$536K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
739K+ 13.93% |
$25.6M - $31.9M
|
6.04M
$289M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
554K+ 18.44% |
$19.2M - $24M
|
3.56M
$171M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
106KNew |
$3.68M - $4.58M
|
106K
$5.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
55.5KNew |
$1.93M - $2.4M
|
55.5K
$2.66M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
55.3KNew |
$1.92M - $2.39M
|
55.3K
$2.65M
|
|