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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
20.8K+ 148.66% |
$723K - $901K
|
34.9K
$1.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.5K+ 32.58% |
$468K - $584K
|
55K
$2.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
12.5KNew |
$433K - $540K
|
12.5K
$599K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
11.3KNew |
$391K - $488K
|
11.3K
$541K
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
10.8KNew |
$373K - $465K
|
10.8K
$516K
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
8.83K+ 12.08% |
$306K - $382K
|
81.9K
$3.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.22KNew |
$285K - $355K
|
8.22K
$394K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.21KNew |
$215K - $268K
|
6.21K
$298K
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
6.07KNew |
$210K - $262K
|
6.07K
$291K
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
5.63KNew |
$195K - $243K
|
5.63K
$270K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
5.13KNew |
$178K - $222K
|
5.13K
$246K
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
5.05KNew |
$175K - $218K
|
5.05K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4.99KNew |
$173K - $216K
|
4.99K
$239K
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
4.97KNew |
$172K - $215K
|
4.97K
$238K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.89K+ 67.49% |
$170K - $211K
|
12.1K
$582K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
4.73KNew |
$164K - $204K
|
4.73K
$227K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
4.24K+ 44.7% |
$147K - $183K
|
13.7K
$657K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
4.09K+ 25.6% |
$142K - $177K
|
20.1K
$962K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
4.01K+ 22.64% |
$139K - $173K
|
21.7K
$1.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
2.35KNew |
$81.3K - $101K
|
2.35K
$112K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
2.12K+ 16.79% |
$73.6K - $91.7K
|
14.8K
$707K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.56K+ 1.09% |
$54.1K - $67.5K
|
145K
$6.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
1.53K+ 0.41% |
$53K - $66.1K
|
376K
$18M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
1.44KNew |
$49.8K - $62.1K
|
1.44K
$68.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
1KNew |
$34.7K - $43.2K
|
1K
$47.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
615New |
$21.3K - $26.6K
|
615
$29.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
552+ 89.61% |
$19.1K - $23.9K
|
1.17K
$56K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
523+ 4.74% |
$18.1K - $22.6K
|
11.6K
$554K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
388New |
$13.5K - $16.8K
|
388
$18.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
375+ 6.53% |
$13K - $16.2K
|
6.11K
$293K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
374New |
$13K - $16.2K
|
374
$17.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
368New |
$12.8K - $15.9K
|
368
$17.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
260New |
$9.01K - $11.2K
|
260
$12.5K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
222New |
$7.7K - $9.59K
|
222
$10.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
161+ 0.81% |
$5.58K - $6.96K
|
20K
$957K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
150New |
$5.2K - $6.48K
|
150
$7.19K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
50+ 0.38% |
$1.73K - $2.16K
|
13.2K
$632K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
49New |
$1.7K - $2.12K
|
49
$2.35K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
46+ 0.32% |
$1.59K - $1.99K
|
14.5K
$696K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
18New |
$624 - $778
|
18
$862
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
7New |
$243 - $302
|
7
$335
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
3+ 0.03% |
$104 - $130
|
11.1K
$534K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 2.33% |
$34.7 - $43.2
|
44
$2.11K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
111KNew |
$3.91M - $4.51M
|
111K
$5.3M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
40.4KNew |
$1.43M - $1.65M
|
40.4K
$1.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
15.8KNew |
$559K - $645K
|
15.8K
$758K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
14.8K+ 9.91% |
$523K - $603K
|
164K
$7.86M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
9.98KNew |
$353K - $407K
|
9.98K
$478K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
8.95KNew |
$316K - $365K
|
8.95K
$429K
|
|