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 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.6M- 8.24% |
$55.7M - $60.7M
|
17.8M
$712M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-174K- 38.98% |
$6.05M - $6.59M
|
272K
$10.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-95.4K- 31.72% |
$3.33M - $3.62M
|
205K
$8.22M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-72.8K- 26.25% |
$2.54M - $2.77M
|
205K
$8.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-65.9K- 32.49% |
$2.3M - $2.5M
|
137K
$5.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-60.2K- 17.08% |
$2.1M - $2.29M
|
292K
$11.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-54.1K- 46.34% |
$1.89M - $2.05M
|
62.6K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-50.2K- 7.08% |
$1.75M - $1.91M
|
659K
$26.4M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-33K- 3.0% |
$1.15M - $1.25M
|
1.07M
$42.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-32K- 1.22% |
$1.12M - $1.22M
|
2.59M
$104M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-30.9K- 61.08% |
$1.08M - $1.17M
|
19.7K
$786K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-30.8K- 0.46% |
$1.07M - $1.17M
|
6.71M
$269M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-30.5K- 29.37% |
$1.06M - $1.16M
|
73.4K
$2.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-26.6K- 6.57% |
$927K - $1.01M
|
378K
$15.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-26.5K- 35.17% |
$923K - $1.01M
|
48.8K
$1.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-25K- 63.98% |
$872K - $950K
|
14.1K
$563K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-24.4K- 4.36% |
$851K - $927K
|
535K
$21.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-24.3K- 68.6% |
$848K - $924K
|
11.1K
$445K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-24.1K- 15.53% |
$840K - $915K
|
131K
$5.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-24.1K- 74.94% |
$839K - $914K
|
8.05K
$322K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-22.5K- 6.11% |
$784K - $853K
|
345K
$13.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-21.6K- 0.59% |
$753K - $820K
|
3.62M
$145M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-19.2K- 4.91% |
$668K - $728K
|
371K
$14.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-19.1K- 8.39% |
$666K - $726K
|
209K
$8.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-19.1K- 24.18% |
$664K - $724K
|
59.7K
$2.39M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-18.4K- 2.97% |
$640K - $697K
|
601K
$24M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-17.4K- 36.13% |
$607K - $661K
|
30.8K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-16.8K- 9.38% |
$584K - $636K
|
162K
$6.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-16.2K- 9.14% |
$564K - $615K
|
161K
$6.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-15.6K- 8.76% |
$543K - $591K
|
162K
$6.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-15.1K- 0.43% |
$528K - $575K
|
3.52M
$141M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-15.1K- 0.42% |
$528K - $575K
|
3.55M
$142M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-14.9K- 1.79% |
$521K - $567K
|
818K
$32.7M
|
|
|
Feb 03, 2025
Q4 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-13.1K- 10.29% |
$458K - $499K
|
115K
$4.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12.9K- 1.75% |
$450K - $490K
|
726K
$29.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-12.7K- 5.38% |
$442K - $481K
|
223K
$8.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-12.5K- 9.83% |
$436K - $475K
|
115K
$4.59M
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-10.5K- 2.78% |
$366K - $399K
|
368K
$14.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-9.78K- 54.08% |
$341K - $371K
|
8.31K
$332K
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-9.33K- 0.67% |
$325K - $354K
|
1.39M
$55.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-8.85K- 37.06% |
$308K - $336K
|
15K
$601K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-8.28K- 0.65% |
$289K - $314K
|
1.26M
$50.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-8.15K- 88.56% |
$284K - $310K
|
1.05K
$42.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-6.95K- 1.69% |
$242K - $264K
|
403K
$16.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-6.84K- 2.37% |
$238K - $260K
|
282K
$11.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.74K- 1.2% |
$235K - $256K
|
555K
$22.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-6.71K- 7.3% |
$234K - $255K
|
85.2K
$3.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-6.5K- 5.0% |
$227K - $247K
|
123K
$4.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-5.53K- 3.55% |
$193K - $210K
|
150K
$6.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5.31K- 1.99% |
$185K - $201K
|
261K
$10.4M
|