Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr (DFIV)

DFIV Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV) during Q2 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
Aug 12, 2024 Q2 2024
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
1.35K
+ 4.2%
$48.1K - $51.5K
33.6K $1.19M
Jul 10, 2024 Q2 2024
Shotwell Rutter Baer Inc

Lansing, MI
BUY
 -
1.33K
+ 1.03%
$47.4K - $50.7K
130K $4.62M
Aug 13, 2024 Q2 2024
Merriman Wealth Management, LLC

BUY
 -
1.24K
+ 0.19%
$43.8K - $47K
651K $23M
Aug 06, 2024 Q2 2024
Fund Evaluation Group, LLC

Cincinnati, OH
BUY
 -
1.22K
+ 1.66%
$43.3K - $46.4K
74.7K $2.64M
Jul 25, 2024 Q2 2024
Maryland Capital Advisors Inc.

BUY
 -
1.17K
+ 0.9%
$41.7K - $44.6K
131K $4.63M
Aug 13, 2024 Q2 2024
Running Point Capital Advisors, LLC

BUY
 -
1.09K
+ 5.45%
$38.7K - $41.4K
21.1K $746K
Jul 23, 2024 Q2 2024
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
1.09K
+ 1.86%
$38.7K - $41.4K
59.6K $2.11M
Aug 13, 2024 Q2 2024
Gerber Kawasaki Wealth & Investment Management

BUY
 -
1.08K
+ 13.14%
$38.4K - $41.1K
9.31K $329K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
1.05K
New
$37.1K - $39.7K
1.05K $37K
Aug 13, 2024 Q2 2024
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
1.01K
+ 1.61%
$36K - $38.6K
63.8K $2.26M
Jul 24, 2024 Q2 2024
Family Legacy, Inc.

BUY
 -
911
+ 1.67%
$32.3K - $34.6K
55.4K $1.96M
Jul 31, 2024 Q2 2024
Chicago Partners Investment Group LLC

BUY
 -
830
+ 1.93%
$29.5K - $31.6K
43.8K $1.55M
Jul 16, 2024 Q2 2024
Mustard Seed Financial, LLC

Magnolia, AR
BUY
 -
791
+ 4.13%
$28.1K - $30.1K
20K $706K
Jul 31, 2024 Q2 2024
Turtle Creek Wealth Advisors, LLC

Dallas, TX
BUY
 -
776
New
$27.5K - $29.5K
776 $27.4K
Jul 30, 2024 Q2 2024
Bayshore Asset Management, LLC

BUY
 -
750
+ 0.15%
$26.6K - $28.5K
487K $17.2M
Oct 18, 2024 Q2 2024
Applied Capital LLC

BUY
 -
735
+ 1.94%
$26.1K - $27.9K
38.7K $1.37M
Aug 15, 2024 Q2 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
725
+ 82.01%
$25.7K - $27.6K
1.61K $56.9K
Jul 22, 2024 Q2 2024
Krilogy Financial LLC

BUY
 -
707
+ 1.75%
$25.1K - $26.9K
41.1K $1.45M
Jul 15, 2024 Q2 2024
West Financial Advisors, LLC

BUY
 -
666
New
$23.6K - $25.3K
666 $23.6K
Jul 24, 2024 Q2 2024
Stratos Wealth Partners, Ltd.

BUY
 -
638
+ 0.89%
$22.6K - $24.3K
72K $2.55M
Jul 25, 2024 Q2 2024
Tranquility Partners, LLC

BUY
 -
601
+ 5.11%
$21.3K - $22.9K
12.4K $437K
Jul 30, 2024 Q2 2024
Trademark Financial Management, LLC

Bloomington, MN
BUY
 -
594
+ 1.94%
$21.1K - $22.6K
31.2K $1.1M
Jul 30, 2024 Q2 2024
Heritage Wealth Management, Inc./Texas

Houston, TX
BUY
 -
576
+ 1.16%
$20.4K - $21.9K
50.4K $1.78M
Aug 08, 2024 Q2 2024
Prevail Innovative Wealth Advisors, LLC

Leawood, KS
BUY
 -
558
+ 5.17%
$19.8K - $21.2K
11.3K $401K
Jul 23, 2024 Q2 2024
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
520
New
$18.5K - $19.8K
520 $18.4K
Jul 31, 2024 Q2 2024
Builder Investment Group Inc /Adv

Atlanta, GA
BUY
 -
508
+ 1.08%
$18K - $19.3K
47.4K $1.68M
Aug 05, 2024 Q2 2024
Parkside Financial Bank & Trust

BUY
 -
495
+ 55.62%
$17.6K - $18.8K
1.39K $49K
Aug 08, 2024 Q2 2024
Encompass Wealth Advisors, LLC

BUY
 -
439
+ 1.92%
$15.6K - $16.7K
23.3K $825K
Jul 16, 2024 Q2 2024
Cedar Point Capital Partners, LLC

Cedar Rapids, IA
BUY
 -
404
+ 0.2%
$14.3K - $15.4K
199K $7.04M
Jul 23, 2024 Q2 2024
Godsey & Gibb Associates

BUY
 -
401
New
$14.2K - $15.2K
401 $14.2K
Aug 14, 2024 Q2 2024
Capital Investment Advisory Services, LLC

BUY
 -
400
+ 2.9%
$14.2K - $15.2K
14.2K $501K
Aug 14, 2024 Q2 2024
Abich Financial Wealth Management LLC

Ashburn, VA
BUY
 -
376
New
$13.3K - $14.3K
376 $13.3K
Jul 02, 2024 Q2 2024
Marcum Wealth, LLC

BUY
 -
368
+ 1.49%
$13.1K - $14K
25.1K $888K
Jul 15, 2024 Q2 2024
Melfa Wealth Management, LLC

Westborough, MA
BUY
 -
360
+ 2.28%
$12.8K - $13.7K
16.2K $572K
Aug 08, 2024 Q2 2024
Parallel Advisors, LLC

BUY
 -
344
New
$12.2K - $13.1K
344 $12.2K
Jul 16, 2024 Q2 2024
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
324
+ 1.86%
$11.5K - $12.3K
17.8K $628K
Aug 02, 2024 Q2 2024
Compass Financial Group, Inc.

BUY
 -
323
+ 0.3%
$11.5K - $12.3K
109K $3.87M
Jul 31, 2024 Q2 2024
Montag A & Associates Inc

Atlanta, GA
BUY
 -
313
+ 1.89%
$11.1K - $11.9K
16.8K $595K
Jul 09, 2024 Q2 2024
Financial Symmetry Inc

Raleigh, NC
BUY
 -
309
+ 3.55%
$11K - $11.7K
9.01K $319K
Aug 14, 2024 Q2 2024
Private Portfolio Partners LLC

BUY
 -
300
+ 3.4%
$10.7K - $11.4K
9.12K $323K
Jul 12, 2024 Q2 2024
First National Corp

BUY
 -
285
+ 2.67%
$10.1K - $10.8K
11K $388K
Jul 31, 2024 Q2 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
260
+ 0.51%
$9.23K - $9.89K
50.9K $1.8M
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
260
New
$9.23K - $9.89K
260 $9.2K
Jul 05, 2024 Q2 2024
25 LLC

St. Louis, MO
BUY
 -
255
+ 0.93%
$9.05K - $9.7K
27.7K $980K
Jul 16, 2024 Q2 2024
Tarbox Family Office, Inc.

BUY
 -
250
+ 1.98%
$8.88K - $9.51K
12.9K $455K
Aug 08, 2024 Q2 2024
Planning Center, Inc.

BUY
 -
236
+ 0.03%
$8.38K - $8.97K
871K $30.8M
Jul 12, 2024 Q2 2024
Unison Advisors LLC

BUY
 -
233
+ 1.7%
$8.27K - $8.86K
14K $494K
Aug 09, 2024 Q2 2024
Citizens Financial Group Inc

BUY
 -
213
+ 1.98%
$7.56K - $8.1K
11K $388K
Jul 24, 2024 Q2 2024
Bay Colony Advisory Group, Inc D

BUY
 -
199
+ 2.83%
$7.06K - $7.57K
7.24K $256K

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