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 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 29, 2025
Q3 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-6.43K- 2.09% |
$274K - $299K
|
301K
$14.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-6.38K- 2.62% |
$272K - $297K
|
237K
$11.4M
|
|
|
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
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-4.61K- 3.33% |
$197K - $215K
|
134K
$6.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4.16K- 42.14% |
$178K - $194K
|
5.72K
$274K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.16K- 15.84% |
$177K - $193K
|
22.1K
$1.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-4K- 1.97% |
$171K - $186K
|
199K
$9.55M
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-3.89K- 3.31% |
$166K - $181K
|
113K
$5.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-3.75K- 1.38% |
$160K - $175K
|
268K
$12.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-3.72K- 1.72% |
$159K - $173K
|
213K
$10.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-3.62K- 4.12% |
$155K - $169K
|
84.4K
$4.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-3.6K- 5.11% |
$154K - $168K
|
66.9K
$3.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-3.6K- 2.59% |
$154K - $168K
|
135K
$6.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-3.57K- 13.46% |
$152K - $166K
|
22.9K
$1.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-3.47K- 18.51% |
$148K - $161K
|
15.3K
$731K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-3.44K- 8.65% |
$147K - $160K
|
36.3K
$1.74M
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Bank
|
SELL
|
- |
-3.39K- 8.7% |
$145K - $158K
|
35.6K
$1.71M
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-3.33K- 5.26% |
$142K - $155K
|
60K
$2.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.32K- 5.28% |
$142K - $154K
|
59.6K
$2.85M
|
|
|
Nov 04, 2025
Q3 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
SELL
|
- |
-3.16K- 11.29% |
$135K - $147K
|
24.8K
$1.19M
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-3.15K- 0.74% |
$134K - $147K
|
422K
$20.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-3.05K- 3.57% |
$130K - $142K
|
82.4K
$3.95M
|
|
|
Dec 23, 2025
Q3 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-3.03K- 40.33% |
$129K - $141K
|
4.49K
$215K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2.86K- 1.14% |
$122K - $133K
|
248K
$11.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-2.83K- 1.85% |
$121K - $131K
|
150K
$7.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.77K- 1.7% |
$118K - $129K
|
161K
$7.69M
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
SELL
|
- |
-2.76K- 23.83% |
$118K - $129K
|
8.83K
$423K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-2.75K- 11.27% |
$117K - $128K
|
21.6K
$1.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-2.75K- 2.78% |
$117K - $128K
|
95.9K
$4.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-2.72K- 4.54% |
$116K - $127K
|
57.1K
$2.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-2.5K- 8.77% |
$107K - $116K
|
26K
$1.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-2.49K- 0.34% |
$106K - $116K
|
735K
$35.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-2.49K- 14.96% |
$106K - $116K
|
14.1K
$677K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.47K- 31.1% |
$105K - $115K
|
5.47K
$262K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.41K- 2.22% |
$103K - $112K
|
106K
$5.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.4K- 8.46% |
$102K - $111K
|
25.9K
$1.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.22K- 2.29% |
$94.7K - $103K
|
94.6K
$4.53M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.22K- 9.31% |
$94.5K - $103K
|
21.6K
$1.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-2.2K- 28.22% |
$94K - $103K
|
5.61K
$269K
|
|