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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-149K- 46.82% |
$6.71M - $7.17M
|
169K
$8.09M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
SELL
|
- |
-141K- 4.35% |
$6.36M - $6.8M
|
3.1M
$149M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-73.6K- 3.52% |
$3.32M - $3.55M
|
2.02M
$96.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-56.3K- 4.25% |
$2.54M - $2.72M
|
1.27M
$60.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-35.4K- 25.97% |
$1.6M - $1.71M
|
101K
$4.83M
|
|
|
Jan 14, 2026
Q4 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-32.1K- 6.47% |
$1.45M - $1.55M
|
464K
$22.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-26.6K- 1.45% |
$1.2M - $1.28M
|
1.81M
$86.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-24.5K- 15.25% |
$1.11M - $1.18M
|
136K
$6.52M
|
|
|
Jan 12, 2026
Q4 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-14.4K- 8.81% |
$649K - $694K
|
149K
$7.13M
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-12.9K- 5.45% |
$584K - $624K
|
224K
$10.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-9.8K- 2.64% |
$442K - $473K
|
361K
$17.3M
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-9.66K- 2.27% |
$436K - $466K
|
415K
$19.9M
|
|
|
Jan 06, 2026
Q4 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-9.24K- 3.14% |
$417K - $446K
|
285K
$13.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-9.18K- 29.64% |
$414K - $443K
|
21.8K
$1.04M
|
|
|
Jan 06, 2026
Q4 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-8.7K- 2.24% |
$393K - $420K
|
379K
$18.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-7.86K- 2.09% |
$355K - $379K
|
368K
$17.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-7.82K- 3.15% |
$353K - $377K
|
240K
$11.5M
|
|
|
Jan 14, 2026
Q4 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-7.68K- 7.89% |
$346K - $370K
|
89.6K
$4.29M
|
|
|
Jan 08, 2026
Q4 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-5.71K- 11.68% |
$258K - $275K
|
43.2K
$2.07M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.61K- 4.1% |
$208K - $222K
|
108K
$5.17M
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.29K- 19.98% |
$149K - $159K
|
13.2K
$632K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3K- 2.5% |
$135K - $145K
|
117K
$5.59M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.95K- 30.46% |
$133K - $142K
|
6.73K
$323K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.8K- 13.68% |
$126K - $135K
|
17.7K
$847K
|
|
|
Jan 05, 2026
Q4 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2.61K- 0.86% |
$118K - $126K
|
299K
$14.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-2.5K- 7.21% |
$113K - $121K
|
32.2K
$1.54M
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-2.16K- 3.78% |
$97.5K - $104K
|
55K
$2.63M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.71K- 3.66% |
$77.4K - $82.7K
|
45.2K
$2.16M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.42K- 3.83% |
$64.2K - $68.7K
|
35.8K
$1.71M
|
|
|
Jan 13, 2026
Q4 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-1.29K- 0.37% |
$58.1K - $62.1K
|
343K
$16.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-1.25K- 0.28% |
$56.3K - $60.2K
|
450K
$21.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.18K- 2.94% |
$53.3K - $56.9K
|
39K
$1.87M
|
|
|
Jan 16, 2026
Q4 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-1.1K- 5.05% |
$49.7K - $53.2K
|
20.7K
$992K
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-892- 0.95% |
$40.3K - $43K
|
92.9K
$4.45M
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-517- 2.63% |
$23.3K - $24.9K
|
19.2K
$918K
|
|
|
Jan 16, 2026
Q4 2025
|
Five Oceans Advisors
|
SELL
|
- |
-507- 4.79% |
$22.9K - $24.5K
|
10.1K
$483K
|
|
|
Jan 14, 2026
Q4 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-433- 0.13% |
$19.5K - $20.9K
|
331K
$15.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-391- 1.38% |
$17.6K - $18.9K
|
27.9K
$1.33M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-345- 6.46% |
$15.6K - $16.6K
|
4.99K
$239K
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-284- 0.31% |
$12.8K - $13.7K
|
92K
$4.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-194- 0.84% |
$8.76K - $9.36K
|
22.9K
$1.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-166- 0.45% |
$7.49K - $8.01K
|
37.1K
$1.78M
|
|
|
Jan 15, 2026
Q4 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-125- 0.44% |
$5.64K - $6.03K
|
28.2K
$1.35M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-108- 2.03% |
$4.87K - $5.21K
|
5.21K
$250K
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-50- 0.35% |
$2.26K - $2.41K
|
14.1K
$675K
|
|
|
Jan 16, 2026
Q4 2025
|
First Community Trust Na
|
SELL
|
- |
-27- 2.05% |
$1.22K - $1.3K
|
1.29K
$61.7K
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-14- 0.06% |
$632 - $676
|
22.4K
$1.07M
|
|
| Q3 2025 | |||||||
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.6M- 78.48% |
$707M - $772M
|
4.55M
$218M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-885K- 22.61% |
$37.8M - $41.2M
|
3.03M
$145M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-866K- 63.4% |
$36.9M - $40.3M
|
500K
$24M
|
|