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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-783K- 14.07% |
$33.4M - $36.4M
|
4.79M
$229M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-186K- 12.25% |
$7.92M - $8.64M
|
1.33M
$63.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-136K- 31.6% |
$5.81M - $6.34M
|
295K
$14.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-72.4K- 2.07% |
$3.09M - $3.37M
|
3.43M
$164M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-62.9K- 34.0% |
$2.68M - $2.93M
|
122K
$5.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-51.9K- 0.72% |
$2.21M - $2.41M
|
7.12M
$341M
|
|
|
Nov 12, 2025
Q3 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-45.2K- 2.47% |
$1.93M - $2.1M
|
1.79M
$85.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-43.7K- 6.66% |
$1.87M - $2.04M
|
613K
$29.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-42.6K- 56.2% |
$1.82M - $1.98M
|
33.2K
$1.59M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-42.2K- 3.49% |
$1.8M - $1.96M
|
1.17M
$55.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-34.3K- 83.71% |
$1.46M - $1.6M
|
6.68K
$320K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-33.3K- 1.99% |
$1.42M - $1.55M
|
1.64M
$78.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-32.9K- 35.48% |
$1.4M - $1.53M
|
59.8K
$2.87M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-30.2K- 1.2% |
$1.29M - $1.41M
|
2.49M
$119M
|
|
|
Nov 12, 2025
Q3 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-28K- 53.75% |
$1.19M - $1.3M
|
24.1K
$1.15M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-24.5K- 5.33% |
$1.04M - $1.14M
|
434K
$20.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-19.6K- 61.07% |
$837K - $912K
|
12.5K
$599K
|
|
|
Nov 14, 2025
Q3 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-18.4K- 29.81% |
$785K - $857K
|
43.4K
$2.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-18.3K- 6.38% |
$779K - $850K
|
268K
$12.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Planning Center, Inc.
|
SELL
|
- |
-17.5K- 2.08% |
$745K - $813K
|
821K
$39.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
SELL
|
- |
-17.4K- 1.64% |
$743K - $810K
|
1.05M
$50.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-15.7K- 14.94% |
$669K - $730K
|
89.3K
$4.28M
|
|
|
Nov 06, 2025
Q3 2025
|
Ag Asset Advisory, LLC
Los Angeles, CA |
SELL
|
- |
-15.4K- 21.52% |
$657K - $716K
|
56.1K
$2.69M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-13.6K- 23.01% |
$581K - $634K
|
45.6K
$2.18M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-13.4K- 3.23% |
$572K - $624K
|
401K
$19.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-13.4K- 51.66% |
$571K - $623K
|
12.5K
$600K
|
|
|
Oct 06, 2025
Q3 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-13.1K- 3.67% |
$558K - $609K
|
343K
$16.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.5K- 3.8% |
$447K - $488K
|
266K
$12.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-9.86K- 3.87% |
$421K - $459K
|
245K
$11.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.41K- 4.5% |
$401K - $438K
|
200K
$9.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-9.19K- 1.08% |
$392K - $427K
|
845K
$40.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-8.96K- 26.35% |
$382K - $417K
|
25.1K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-8.4K- 1.37% |
$358K - $391K
|
603K
$28.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-8.08K- 17.37% |
$345K - $376K
|
38.4K
$1.84M
|
|
|
Nov 05, 2025
Q3 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-7.65K- 4.33% |
$326K - $356K
|
169K
$8.1M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-7.4K- 5.09% |
$316K - $344K
|
138K
$6.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-7.21K- 2.37% |
$308K - $336K
|
297K
$14.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-7.12K- 1.01% |
$304K - $331K
|
695K
$33.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-6.62K- 0.77% |
$282K - $308K
|
851K
$40.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-6.58K- 11.62% |
$280K - $306K
|
50K
$2.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-6.56K- 2.93% |
$280K - $305K
|
217K
$10.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-6.34K- 1.8% |
$270K - $295K
|
346K
$16.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-5.58K- 0.76% |
$238K - $260K
|
732K
$35.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-5.55K- 1.26% |
$237K - $258K
|
435K
$20.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-5.26K- 2.12% |
$224K - $245K
|
243K
$11.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-5.14K- 1.31% |
$219K - $239K
|
388K
$18.6M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.09K- 50.32% |
$217K - $237K
|
5.02K
$241K
|
|
|
Oct 23, 2025
Q3 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-4.82K- 2.21% |
$206K - $224K
|
213K
$10.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-4.72K- 1.47% |
$201K - $220K
|
317K
$15.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Premier Financial Group
Eureka, CA |
SELL
|
- |
-4.68K- 0.61% |
$199K - $218K
|
765K
$36.7M
|
|