Latest Institutional Sells of Dimensional ETF Tr (DFIV)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr (DFIV) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-95.4K- 31.72% |
$3.33M - $3.62M
|
205K
$7.82M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-72.8K- 26.25% |
$2.54M - $2.77M
|
205K
$7.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-65.9K- 32.49% |
$2.3M - $2.5M
|
137K
$5.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-60.2K- 17.08% |
$2.1M - $2.29M
|
292K
$11.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-54.1K- 46.34% |
$1.89M - $2.05M
|
62.6K
$2.38M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-33K- 3.0% |
$1.15M - $1.25M
|
1.07M
$40.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-32K- 1.22% |
$1.12M - $1.22M
|
2.59M
$98.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-30.9K- 61.08% |
$1.08M - $1.17M
|
19.7K
$748K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-30.5K- 29.37% |
$1.06M - $1.16M
|
73.4K
$2.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-26.5K- 35.17% |
$923K - $1.01M
|
48.8K
$1.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-25K- 63.98% |
$872K - $950K
|
14.1K
$536K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-24.3K- 68.6% |
$848K - $924K
|
11.1K
$424K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-24.1K- 15.53% |
$840K - $915K
|
131K
$4.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-24.1K- 74.94% |
$839K - $914K
|
8.05K
$306K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-21.6K- 0.59% |
$753K - $820K
|
3.62M
$138M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-19.2K- 4.91% |
$668K - $728K
|
371K
$14.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-19.1K- 8.39% |
$666K - $726K
|
209K
$7.94M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-18.4K- 2.97% |
$640K - $697K
|
601K
$22.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-16.8K- 9.38% |
$584K - $636K
|
162K
$6.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-16.2K- 9.14% |
$564K - $615K
|
161K
$6.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-15.1K- 0.43% |
$528K - $575K
|
3.52M
$134M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-14.9K- 1.79% |
$521K - $567K
|
818K
$31.1M
|
|
|
Feb 03, 2025
Q4 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-13.1K- 10.29% |
$458K - $499K
|
115K
$4.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-12.7K- 5.38% |
$442K - $481K
|
223K
$8.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-12.5K- 9.83% |
$436K - $475K
|
115K
$4.37M
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-10.5K- 2.78% |
$366K - $399K
|
368K
$14M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-9.78K- 54.08% |
$341K - $371K
|
8.31K
$316K
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-9.33K- 0.67% |
$325K - $354K
|
1.39M
$52.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-8.85K- 37.06% |
$308K - $336K
|
15K
$572K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-8.28K- 0.65% |
$289K - $314K
|
1.26M
$47.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-8.15K- 88.56% |
$284K - $310K
|
1.05K
$40.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-6.95K- 1.69% |
$242K - $264K
|
403K
$15.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-6.84K- 2.37% |
$238K - $260K
|
282K
$10.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.74K- 1.2% |
$235K - $256K
|
555K
$21.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-6.5K- 5.0% |
$227K - $247K
|
123K
$4.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-5.53K- 3.55% |
$193K - $210K
|
150K
$5.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5.31K- 1.99% |
$185K - $201K
|
261K
$9.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.7K- 32.37% |
$164K - $178K
|
9.81K
$373K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-3.81K- 10.36% |
$133K - $145K
|
33K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-3.65K- 1.0% |
$127K - $139K
|
360K
$13.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-3.05K- 22.32% |
$106K - $116K
|
10.6K
$403K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.34K- 2.2% |
$81.5K - $88.8K
|
104K
$3.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-2.24K- 13.01% |
$77.9K - $84.9K
|
14.9K
$569K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.17K- 7.36% |
$75.6K - $82.4K
|
27.3K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.99K- 1.84% |
$69.5K - $75.7K
|
107K
$4.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.97K- 1.63% |
$68.7K - $74.8K
|
119K
$4.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-1.92K- 2.21% |
$67K - $72.9K
|
85K
$3.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.88K- 2.62% |
$65.4K - $71.3K
|
69.7K
$2.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.87K- 2.29% |
$65K - $70.8K
|
79.6K
$3.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1.66K- 8.69% |
$57.8K - $63K
|
17.4K
$663K
|