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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-10.5K- 1.78% |
$363K - $452K
|
578K
$27.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-8.92K- 33.9% |
$309K - $385K
|
17.4K
$833K
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-8.5K- 53.37% |
$295K - $367K
|
7.43K
$356K
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-6.52K- 5.47% |
$226K - $282K
|
113K
$5.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-6.19K- 44.29% |
$215K - $268K
|
7.79K
$373K
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-5.67K- 45.62% |
$197K - $245K
|
6.76K
$324K
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-5.26K- 4.97% |
$182K - $227K
|
101K
$4.82M
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-5.14K- 12.49% |
$178K - $222K
|
36K
$1.72M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-4.67K- 2.8% |
$162K - $202K
|
162K
$7.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-3.21K- 37.15% |
$111K - $139K
|
5.44K
$260K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1.5K- 19.45% |
$52.1K - $64.9K
|
6.22K
$298K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-1.31K- 50.0% |
$45.6K - $56.8K
|
1.31K
$63K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.2K- 3.68% |
$41.7K - $51.9K
|
31.5K
$1.51M
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-1.05K- 4.4% |
$36.4K - $45.4K
|
22.8K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-833- 3.91% |
$28.9K - $36K
|
20.5K
$982K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-699- 1.95% |
$24.2K - $30.2K
|
35.2K
$1.68M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-393- 3.85% |
$13.6K - $17K
|
9.82K
$470K
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-201- 2.9% |
$6.97K - $8.69K
|
6.74K
$323K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-200Closed |
$6.93K - $8.64K
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-175- 2.43% |
$6.07K - $7.56K
|
7.04K
$337K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-130- 23.64% |
$4.51K - $5.62K
|
420
$20.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-123- 2.26% |
$4.26K - $5.31K
|
5.32K
$255K
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-103- 0.74% |
$3.57K - $4.45K
|
13.7K
$658K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-100- 4.3% |
$3.47K - $4.32K
|
2.22K
$107K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-99- 1.17% |
$3.43K - $4.28K
|
8.36K
$400K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-46- 2.45% |
$1.59K - $1.99K
|
1.84K
$87.9K
|
|
| Q1 2025 | |||||||
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-496K- 95.5% |
$17.5M - $20.2M
|
23.4K
$1.12M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-7.6K- 4.73% |
$269K - $310K
|
153K
$7.34M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-4K- 31.61% |
$141K - $163K
|
8.65K
$414K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-3.21K- 37.74% |
$113K - $131K
|
5.29K
$254K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-982- 10.15% |
$34.7K - $40K
|
8.7K
$417K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-782- 1.0% |
$27.6K - $31.9K
|
77.5K
$3.71M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-615- 5.04% |
$21.7K - $25.1K
|
11.6K
$555K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-550- 73.33% |
$19.4K - $22.4K
|
200
$9.58K
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-280- 4.73% |
$9.89K - $11.4K
|
5.64K
$270K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-200- 1.39% |
$7.07K - $8.15K
|
14.2K
$682K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-195- 0.29% |
$6.89K - $7.95K
|
67.8K
$3.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-134- 2.48% |
$4.73K - $5.46K
|
5.28K
$253K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-80- 1.17% |
$2.83K - $3.26K
|
6.76K
$324K
|
|
|
Aug 06, 2025
Q1 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-74- 0.32% |
$2.61K - $3.02K
|
23.1K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-65- 87.84% |
$2.3K - $2.65K
|
9
$431
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-13.1K- 10.29% |
$458K - $499K
|
115K
$5.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-8.15K- 88.56% |
$284K - $310K
|
1.05K
$50.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.97K- 1.63% |
$68.7K - $74.8K
|
119K
$5.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.95K- 0.29% |
$68K - $74.1K
|
670K
$32.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-212- 16.49% |
$7.39K - $8.05K
|
1.07K
$51.5K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-101- 1.46% |
$3.52K - $3.83K
|
6.84K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-49- 0.51% |
$1.71K - $1.86K
|
9.58K
$459K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.93K- 35.38% |
$101K - $112K
|
5.34K
$256K
|
|
|
Oct 03, 2024
Q3 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-800- 10.64% |
$27.7K - $30.7K
|
6.72K
$322K
|
|