Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr (DFIV)
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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
199+ 2.83% |
$7.06K - $7.57K
|
7.24K
$287K
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
198+ 1.9% |
$7.03K - $7.53K
|
10.6K
$421K
|
|
|
Jul 12, 2024
Q2 2024
|
Exeter Financial, LLC
|
BUY
|
- |
175+ 1.99% |
$6.21K - $6.65K
|
8.98K
$356K
|
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
165+ 0.64% |
$5.86K - $6.27K
|
26.1K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
161+ 1.89% |
$5.72K - $6.12K
|
8.67K
$344K
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
158+ 1.89% |
$5.61K - $6.01K
|
8.52K
$338K
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
149+ 0.3% |
$5.29K - $5.66K
|
49.6K
$1.97M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
139New |
$4.93K - $5.28K
|
139
$5.51K
|
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
117+ 1.97% |
$4.15K - $4.45K
|
6.06K
$241K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
114+ 1.98% |
$4.05K - $4.33K
|
5.88K
$233K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
111+ 9.45% |
$3.94K - $4.22K
|
1.29K
$51K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
111New |
$3.94K - $4.22K
|
111
$4.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
110+ 0.11% |
$3.91K - $4.18K
|
98.3K
$3.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Jentner Corp
|
BUY
|
- |
106+ 0.19% |
$3.76K - $4.03K
|
54.7K
$2.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
101+ 1.48% |
$3.59K - $3.84K
|
6.94K
$275K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
101+ 0.24% |
$3.59K - $3.84K
|
43.1K
$1.71M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
91+ 0.46% |
$3.23K - $3.46K
|
19.7K
$780K
|
|
|
Feb 26, 2025
Q2 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
86+ 0.93% |
$3.05K - $3.27K
|
9.38K
$372K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
73+ 39.25% |
$2.59K - $2.78K
|
259
$10.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
68+ 0.46% |
$2.41K - $2.59K
|
14.8K
$586K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
68New |
$2.41K - $2.59K
|
68
$2.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
68+ 0.84% |
$2.41K - $2.59K
|
8.19K
$325K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
62+ 2.0% |
$2.2K - $2.36K
|
3.16K
$125K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
58+ 2.0% |
$2.06K - $2.21K
|
2.96K
$117K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
47+ 0.35% |
$1.67K - $1.79K
|
13.5K
$534K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
45+ 1.98% |
$1.6K - $1.71K
|
2.31K
$91.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
39+ 0.57% |
$1.38K - $1.48K
|
6.94K
$275K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
38+ 0.03% |
$1.35K - $1.44K
|
121K
$4.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
33+ 0.07% |
$1.17K - $1.25K
|
46.4K
$1.84M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
5+ 0.03% |
$178 - $190
|
17.5K
$694K
|
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.01% |
$71 - $76
|
21.2K
$842K
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
1+ 0.0% |
$35.5 - $38
|
28.1K
$1.11M
|
|
|
Nov 07, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
1+ 0.0% |
$35.5 - $38
|
1.61M
$63.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1- -0.0% |
$35.5 - $38
|
20.5K
$812K
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-20- 0.08% |
$710 - $760
|
24.2K
$958K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-21- 0.97% |
$746 - $798
|
2.16K
$85.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-21- 0.12% |
$746 - $798
|
17.1K
$677K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-35- 0.04% |
$1.24K - $1.33K
|
83.2K
$3.3M
|
|
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-37- 0.63% |
$1.31K - $1.41K
|
5.88K
$233K
|
|
|
Aug 05, 2024
Q2 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-43- 0.1% |
$1.53K - $1.63K
|
40.9K
$1.62M
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-48- 0.27% |
$1.7K - $1.82K
|
17.4K
$691K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-51- 0.82% |
$1.81K - $1.94K
|
6.16K
$244K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-67- 0.85% |
$2.38K - $2.55K
|
7.83K
$311K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-78- 0.51% |
$2.77K - $2.97K
|
15.1K
$601K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-81- 0.72% |
$2.88K - $3.08K
|
11.1K
$441K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-110- 0.37% |
$3.91K - $4.18K
|
30K
$1.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-118- 1.22% |
$4.19K - $4.49K
|
9.58K
$380K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-135- 0.19% |
$4.79K - $5.13K
|
71.3K
$2.83M
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
SELL
|
- |
-141- 0.17% |
$5.01K - $5.36K
|
85.2K
$3.38M
|