Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr (DFIV)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV) during Q1 2024. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-5.24K- 1.58% |
$174K - $192K
|
326K
$13.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-5.4K- 1.27% |
$179K - $198K
|
418K
$16.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-5.74K- 2.32% |
$190K - $211K
|
242K
$9.71M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.79K- 91.23% |
$192K - $213K
|
556
$22.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-6K- 3.3% |
$199K - $220K
|
176K
$7.06M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-6.9K- 39.02% |
$229K - $254K
|
10.8K
$433K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.34K- 13.16% |
$243K - $270K
|
48.4K
$1.95M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-7.44K- 1.53% |
$247K - $273K
|
478K
$19.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Applied Capital LLC
|
SELL
|
- |
-7.82K- 17.09% |
$259K - $287K
|
38K
$1.52M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-8K- 1.77% |
$265K - $294K
|
444K
$17.8M
|
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-9K- 13.41% |
$298K - $331K
|
58.1K
$2.33M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-9.01K- 14.43% |
$299K - $331K
|
53.4K
$2.15M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.12K- 7.87% |
$302K - $335K
|
107K
$4.28M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-9.4K- 11.0% |
$312K - $345K
|
76K
$3.05M
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-9.41K- 26.24% |
$312K - $346K
|
26.5K
$1.06M
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-10.1K- 2.86% |
$333K - $369K
|
342K
$13.7M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 4.94% |
$337K - $373K
|
195K
$7.85M
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-10.4K- 3.79% |
$344K - $381K
|
263K
$10.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-10.5K- 26.37% |
$347K - $385K
|
29.2K
$1.17M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-11.4K- 4.77% |
$378K - $420K
|
228K
$9.15M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12.9K- 26.01% |
$426K - $473K
|
36.6K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-13K- 10.42% |
$430K - $477K
|
112K
$4.48M
|
|
|
Nov 18, 2024
Q1 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-14.9K- 11.48% |
$494K - $548K
|
115K
$4.62M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-15K- 3.88% |
$498K - $552K
|
372K
$15M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.3K- 30.64% |
$508K - $564K
|
34.7K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-15.6K- 77.35% |
$517K - $573K
|
4.57K
$183K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-15.8K- 4.38% |
$524K - $581K
|
345K
$13.9M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.6K- 4.15% |
$582K - $645K
|
405K
$16.3M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-18.5K- 9.57% |
$613K - $680K
|
175K
$7.02M
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-18.9K- 21.69% |
$626K - $694K
|
68.1K
$2.74M
|
|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-22K- 4.33% |
$730K - $809K
|
486K
$19.5M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-26K- 11.77% |
$861K - $954K
|
195K
$7.82M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-26K- 41.08% |
$863K - $957K
|
37.3K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-26.4K- 27.57% |
$874K - $968K
|
69.2K
$2.78M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-34.7K- 1.67% |
$1.15M - $1.28M
|
2.04M
$82M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-35.3K- 1.31% |
$1.17M - $1.3M
|
2.66M
$107M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-38K- 47.09% |
$1.26M - $1.4M
|
42.7K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-41.1K- 11.0% |
$1.36M - $1.51M
|
333K
$13.4M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-44.9K- 45.92% |
$1.49M - $1.65M
|
52.9K
$2.12M
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-49.2K- 1.33% |
$1.63M - $1.81M
|
3.65M
$146M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-63.3K- 2.38% |
$2.1M - $2.33M
|
2.6M
$104M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-70.3K- 7.86% |
$2.33M - $2.58M
|
824K
$33.1M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-71K- 83.45% |
$2.35M - $2.61M
|
14.1K
$565K
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-71.1K- 65.73% |
$2.36M - $2.61M
|
37.1K
$1.49M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-72K- 48.99% |
$2.39M - $2.65M
|
75K
$3.01M
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-73.2KClosed |
$2.42M - $2.69M
|
0
$0
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-97.5K- 35.33% |
$3.23M - $3.58M
|
178K
$7.17M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-142K- 27.97% |
$4.72M - $5.23M
|
367K
$14.7M
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-143K- 12.43% |
$4.75M - $5.26M
|
1.01M
$40.5M
|
|
|
May 14, 2024
Q1 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-156K- 56.91% |
$5.16M - $5.72M
|
118K
$4.73M
|