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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.71% |
$34.9 - $38
|
141
$5.39K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
1New |
$34.9 - $38
|
1
$38.3
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
137K+ 7.92% |
$4.74M - $5.25M
|
1.86M
$71.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
101KNew |
$3.48M - $3.86M
|
101K
$3.84M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
41KNew |
$1.42M - $1.57M
|
41K
$1.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
29.2K+ 10.76% |
$1.01M - $1.12M
|
300K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
19.8KNew |
$685K - $758K
|
19.8K
$756K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
12.3KNew |
$425K - $470K
|
12.3K
$469K
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
11.8KNew |
$408K - $452K
|
11.8K
$451K
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
6.52K+ 5.68% |
$226K - $250K
|
121K
$4.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.22KNew |
$216K - $239K
|
6.22K
$238K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.29KNew |
$183K - $203K
|
5.29K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.26KNew |
$182K - $202K
|
5.26K
$201K
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
2.63KNew |
$91.1K - $101K
|
2.63K
$101K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2.58K+ 3.47% |
$89.2K - $98.8K
|
76.9K
$2.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.33K+ 28.6% |
$80.6K - $89.3K
|
10.5K
$400K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.32KNew |
$80.5K - $89.2K
|
2.32K
$88.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.29K+ 20.95% |
$79.4K - $87.9K
|
13.2K
$506K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.21K+ 34.34% |
$76.7K - $84.9K
|
8.65K
$331K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.01K+ 18.93% |
$69.6K - $77.1K
|
12.6K
$483K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.34KNew |
$46.3K - $51.2K
|
1.34K
$51.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
981+ 2.66% |
$34K - $37.7K
|
37.8K
$1.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
853+ 5.41% |
$29.6K - $32.7K
|
16.6K
$635K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
550New |
$19.1K - $21.1K
|
550
$21K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
370New |
$12.8K - $14.2K
|
370
$14.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
309New |
$10.7K - $11.9K
|
309
$11.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
BUY
|
- |
236+ 0.61% |
$8.18K - $9.06K
|
38.9K
$1.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
160New |
$5.55K - $6.14K
|
160
$6.12K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
152New |
$5.27K - $5.83K
|
152
$5.81K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
100New |
$3.47K - $3.84K
|
100
$3.83K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
80+ 0.62% |
$2.77K - $3.07K
|
12.9K
$495K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
56+ 1.05% |
$1.94K - $2.15K
|
5.41K
$207K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
674KNew |
$23.9M - $25.6M
|
674K
$25.8M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
559KNew |
$19.8M - $21.3M
|
559K
$21.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
15.9KNew |
$564K - $604K
|
15.9K
$608K
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$464K - $497K
|
13.1K
$500K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
11.8KNew |
$419K - $449K
|
11.8K
$452K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
10.6KNew |
$377K - $404K
|
10.6K
$407K
|
|
|
Aug 13, 2024
Q2 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
10.1K+ 2.77% |
$357K - $383K
|
374K
$14.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
9.17KNew |
$326K - $349K
|
9.17K
$351K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
8.47KNew |
$301K - $322K
|
8.47K
$324K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5.77KNew |
$205K - $219K
|
5.77K
$221K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.1KNew |
$74.6K - $79.8K
|
2.1K
$80.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.7KNew |
$60.4K - $64.6K
|
1.7K
$65K
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.09K+ 5.45% |
$38.7K - $41.4K
|
21.1K
$807K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.05KNew |
$37.1K - $39.7K
|
1.05K
$40K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
776New |
$27.5K - $29.5K
|
776
$29.7K
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
666New |
$23.6K - $25.3K
|
666
$25.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
401New |
$14.2K - $15.2K
|
401
$15.3K
|
|