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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-87- 0.48% |
$3.71K - $4.05K
|
18.2K
$871K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-75- 0.99% |
$3.2K - $3.49K
|
7.52K
$360K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-68- 0.72% |
$2.9K - $3.16K
|
9.36K
$449K
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-66- 0.81% |
$2.82K - $3.07K
|
8.08K
$387K
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-56- 1.12% |
$2.39K - $2.61K
|
4.94K
$237K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-50- 0.24% |
$2.13K - $2.33K
|
20.9K
$1M
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-40- 0.17% |
$1.71K - $1.86K
|
23.1K
$1.11M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-35- 0.23% |
$1.49K - $1.63K
|
15.4K
$737K
|
|
|
Nov 12, 2025
Q3 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-34- 0.03% |
$1.45K - $1.58K
|
101K
$4.85M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-31- 0.09% |
$1.32K - $1.44K
|
36.2K
$1.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-28- 0.16% |
$1.19K - $1.3K
|
17K
$812K
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-22- 0.78% |
$939 - $1.02K
|
2.81K
$135K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-21- 0.51% |
$896 - $977
|
4.08K
$196K
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-16- 0.03% |
$683 - $744
|
55.8K
$2.67M
|
|
| Q2 2025 | |||||||
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-113K- 25.03% |
$3.93M - $4.9M
|
340K
$16.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-100K- 41.67% |
$3.47M - $4.32M
|
140K
$6.71M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39.7K- 3.3% |
$1.38M - $1.71M
|
1.16M
$55.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-26.3K- 39.43% |
$912K - $1.14M
|
40.4K
$1.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
SELL
|
- |
-21.9K- 50.68% |
$760K - $947K
|
21.3K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-20.1K- 7.64% |
$696K - $867K
|
242K
$11.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-18.1K- 14.82% |
$627K - $781K
|
104K
$4.98M
|
|
|
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
|
|
|
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
|
|
|
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
|
|