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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-767- 5.32% |
$26.6K - $29.4K
|
13.6K
$654K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-626- 3.56% |
$21.7K - $24K
|
16.9K
$811K
|
|
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-100- 1.65% |
$3.47K - $3.84K
|
5.95K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-20- 1.24% |
$693 - $768
|
1.59K
$76.1K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-115K- 1.02% |
$4.1M - $4.39M
|
11.2M
$535M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-2.59K- 3.23% |
$91.9K - $98.5K
|
77.7K
$3.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-1.73K- 14.77% |
$61.5K - $65.9K
|
10K
$479K
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-695- 13.41% |
$24.7K - $26.4K
|
4.49K
$215K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-242- 21.12% |
$8.59K - $9.2K
|
904
$43.3K
|
|
| Q1 2024 | |||||||
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-73.2KClosed |
$2.42M - $2.69M
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-70.3K- 7.86% |
$2.33M - $2.58M
|
824K
$39.5M
|
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-9K- 13.41% |
$298K - $331K
|
58.1K
$2.79M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.78K- 44.15% |
$58.9K - $65.3K
|
2.25K
$108K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-399- 14.76% |
$13.2K - $14.7K
|
2.31K
$110K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-370- 0.54% |
$12.3K - $13.6K
|
67.6K
$3.24M
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-6.13K- 22.64% |
$189K - $211K
|
20.9K
$1M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-3.22K- 5.84% |
$99.4K - $111K
|
52K
$2.49M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.86K- 0.48% |
$57.4K - $64.1K
|
390K
$18.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-760- 18.59% |
$23.5K - $26.2K
|
3.33K
$159K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-756- 10.8% |
$23.3K - $26.1K
|
6.24K
$299K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-600- 41.72% |
$18.5K - $20.7K
|
838
$40.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
SELL
|
- |
-520- 6.67% |
$16K - $17.9K
|
7.27K
$348K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-269- 1.58% |
$8.3K - $9.27K
|
16.7K
$802K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-584- 4.5% |
$18.7K - $20.1K
|
12.4K
$594K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-361- 0.56% |
$11.6K - $12.4K
|
63.8K
$3.06M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-295- 0.57% |
$9.47K - $10.2K
|
51.8K
$2.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-165- 2.18% |
$5.3K - $5.68K
|
7.4K
$355K
|
|
| Q2 2023 | |||||||
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-19.8K- 45.05% |
$623K - $669K
|
24.2K
$1.16M
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.2K- 16.11% |
$37.6K - $40.4K
|
6.23K
$298K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-984Closed |
$30.9K - $33.2K
|
0
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-412- 5.13% |
$13K - $13.9K
|
7.63K
$365K
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-306- 14.18% |
$9.62K - $10.3K
|
1.85K
$88.7K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-3.43K- 12.03% |
$104K - $115K
|
25.1K
$1.2M
|
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.79K- 37.92% |
$54.6K - $59.9K
|
2.94K
$141K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-608- 29.34% |
$18.5K - $20.3K
|
1.46K
$70.1K
|
|
| Q4 2022 | |||||||
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
SELL
|
- |
-134K- 6.43% |
$3.47M - $4.17M
|
1.95M
$93.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.49K- 8.5% |
$38.6K - $46.3K
|
16K
$769K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-152K- 11.03% |
$3.91M - $4.65M
|
1.23M
$58.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-15.4K- 1.86% |
$395K - $470K
|
812K
$38.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-13.8K- 27.12% |
$354K - $421K
|
37K
$1.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-4.94K- 18.57% |
$127K - $151K
|
21.7K
$1.04M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-3.47K- 0.27% |
$89.2K - $106K
|
1.27M
$61M
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-575Closed |
$14.8K - $17.6K
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-284- 0.87% |
$7.3K - $8.68K
|
32.3K
$1.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-94- 1.41% |
$2.42K - $2.87K
|
6.55K
$314K
|
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-69- 0.6% |
$1.77K - $2.11K
|
11.4K
$546K
|
|