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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-170- 1.03% |
$6.04K - $6.46K
|
16.3K
$588K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-195- 0.25% |
$6.92K - $7.41K
|
78.7K
$2.84M
|
|
|
Jul 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-199- 0.12% |
$7.06K - $7.57K
|
173K
$6.23M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-203- 2.03% |
$7.21K - $7.72K
|
9.79K
$353K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-206- 0.52% |
$7.31K - $7.83K
|
39.2K
$1.42M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-207- 0.45% |
$7.35K - $7.87K
|
46K
$1.66M
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-223- 0.28% |
$7.92K - $8.48K
|
79.9K
$2.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-242- 5.9% |
$8.59K - $9.2K
|
3.86K
$139K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-242- 21.12% |
$8.59K - $9.2K
|
904
$32.6K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-244- 90.04% |
$8.66K - $9.28K
|
27
$974
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-245- 1.53% |
$8.7K - $9.31K
|
15.8K
$569K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-288- 0.39% |
$10.2K - $10.9K
|
73K
$2.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-303- 1.55% |
$10.8K - $11.5K
|
19.3K
$696K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-321- 0.37% |
$11.4K - $12.2K
|
86.4K
$3.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-335- 2.85% |
$11.9K - $12.7K
|
11.4K
$412K
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-343- 5.53% |
$12.2K - $13K
|
5.86K
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-369- 2.08% |
$13.1K - $14K
|
17.3K
$626K
|
|
|
Jul 30, 2024
Q2 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-390- 0.95% |
$13.8K - $14.8K
|
40.6K
$1.47M
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-416- 6.89% |
$14.8K - $15.8K
|
5.62K
$203K
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
SELL
|
- |
-422- 3.28% |
$15K - $16K
|
12.5K
$450K
|
|
|
Jul 10, 2024
Q2 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-453- 0.13% |
$16.1K - $17.2K
|
358K
$12.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-473- 0.13% |
$16.8K - $18K
|
372K
$13.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-548- 6.47% |
$19.5K - $20.8K
|
7.92K
$286K
|
|
|
Jul 24, 2024
Q2 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-552- 0.2% |
$19.6K - $21K
|
269K
$9.71M
|
|
|
Aug 06, 2024
Q2 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-584- 3.22% |
$20.7K - $22.2K
|
17.6K
$634K
|
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-587- 3.71% |
$20.8K - $22.3K
|
15.2K
$550K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-600- 1.88% |
$21.3K - $22.8K
|
31.3K
$1.13M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-604- 7.95% |
$21.4K - $23K
|
6.99K
$252K
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-695- 13.41% |
$24.7K - $26.4K
|
4.49K
$162K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-734- 0.92% |
$26.1K - $27.9K
|
79.4K
$2.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-736- 7.43% |
$26.1K - $28K
|
9.17K
$331K
|
|
|
Jul 12, 2024
Q2 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-750- 9.07% |
$26.6K - $28.5K
|
7.52K
$271K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-817- 0.2% |
$29K - $31.1K
|
417K
$15.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-831- 0.78% |
$29.5K - $31.6K
|
106K
$3.82M
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-838- 3.46% |
$29.7K - $31.9K
|
23.4K
$843K
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-914- 5.48% |
$32.4K - $34.8K
|
15.8K
$569K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-924- 0.88% |
$32.8K - $35.1K
|
105K
$3.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
SELL
|
- |
-968- 1.05% |
$34.4K - $36.8K
|
91.6K
$3.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-975- 0.67% |
$34.6K - $37.1K
|
144K
$5.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1K- 1.81% |
$35.5K - $38K
|
54.1K
$1.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.01K- 13.57% |
$36K - $38.5K
|
6.45K
$233K
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1.05K- 1.23% |
$37.3K - $40K
|
84.6K
$3.05M
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.12K- 1.21% |
$39.7K - $42.5K
|
91.6K
$3.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.17K- 1.08% |
$41.4K - $44.3K
|
107K
$3.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.29K- 16.09% |
$45.8K - $49.1K
|
6.73K
$243K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.33K- 0.72% |
$47.1K - $50.4K
|
184K
$6.63M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.39K- 10.93% |
$49.2K - $52.7K
|
11.3K
$407K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.46K- 0.99% |
$51.7K - $55.4K
|
146K
$5.28M
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1.54K- 3.02% |
$54.5K - $58.4K
|
49.3K
$1.78M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.54K- 58.22% |
$54.7K - $58.6K
|
1.11K
$39.9K
|