Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr (DFIV)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.29M+ 29.26% |
$149M - $165M
|
18.9M
$662M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.68M+ 16.05% |
$92.9M - $103M
|
19.4M
$678M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.26MNew |
$43.6M - $48.3M
|
1.26M
$44M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.06MNew |
$36.9M - $40.8M
|
1.06M
$37.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
492KNew |
$17.1M - $18.9M
|
492K
$17.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
482K+ 6.63% |
$16.7M - $18.5M
|
7.75M
$271M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
445K+ 7.27% |
$15.4M - $17.1M
|
6.56M
$229M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
408K+ 14.46% |
$14.2M - $15.7M
|
3.23M
$113M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
399KNew |
$13.8M - $15.3M
|
399K
$13.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
364K+ 20.99% |
$12.6M - $14M
|
2.1M
$73.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
273K+ 537.14% |
$9.47M - $10.5M
|
324K
$11.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
252K+ 10.48% |
$8.74M - $9.67M
|
2.66M
$92.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
195K+ 8.57% |
$6.77M - $7.49M
|
2.47M
$86.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
144K+ 160.22% |
$4.98M - $5.52M
|
233K
$8.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
142K+ 17.12% |
$4.92M - $5.45M
|
971K
$34M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
137K+ 7.92% |
$4.74M - $5.25M
|
1.86M
$65.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
134K+ 40.09% |
$4.64M - $5.13M
|
467K
$16.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
130KNew |
$4.5M - $4.99M
|
130K
$4.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
101KNew |
$3.48M - $3.86M
|
101K
$3.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
82.9K+ 19.17% |
$2.87M - $3.18M
|
515K
$18M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
82.9KNew |
$2.87M - $3.18M
|
82.9K
$2.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
82.8K+ 5.14% |
$2.87M - $3.18M
|
1.69M
$59.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
80.5K+ 6.78% |
$2.79M - $3.09M
|
1.27M
$44.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
75.3KNew |
$2.61M - $2.89M
|
75.3K
$2.63M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
73.8KNew |
$2.56M - $2.83M
|
73.8K
$2.58M
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
73K+ 7.12% |
$2.53M - $2.8M
|
1.1M
$38.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
71.1K+ 6.05% |
$2.47M - $2.73M
|
1.25M
$43.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
69.6K+ 8.13% |
$2.41M - $2.67M
|
925K
$32.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
66.6K+ 5.35% |
$2.31M - $2.56M
|
1.31M
$45.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
64.7K+ 19.88% |
$2.24M - $2.48M
|
390K
$13.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
60.6K+ 25.11% |
$2.1M - $2.33M
|
302K
$10.6M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
59.2K+ 5.76% |
$2.05M - $2.27M
|
1.09M
$38M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
50.5KNew |
$1.75M - $1.94M
|
50.5K
$1.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
46.2K+ 14.59% |
$1.6M - $1.77M
|
363K
$12.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
46.1K+ 54.41% |
$1.6M - $1.77M
|
131K
$4.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45.9K+ 8.93% |
$1.59M - $1.76M
|
560K
$19.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
45K+ 7.98% |
$1.56M - $1.73M
|
608K
$21.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
43K+ 6.28% |
$1.49M - $1.65M
|
727K
$25.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
41.8K+ 0.62% |
$1.45M - $1.6M
|
6.75M
$236M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
41.3K+ 10.21% |
$1.43M - $1.58M
|
445K
$15.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
41KNew |
$1.42M - $1.57M
|
41K
$1.43M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
36.3K+ 23.08% |
$1.26M - $1.39M
|
193K
$6.76M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
35.6K+ 2.97% |
$1.23M - $1.37M
|
1.24M
$43.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
35.4K+ 14.42% |
$1.23M - $1.36M
|
281K
$9.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
33.7K+ 5.21% |
$1.17M - $1.29M
|
682K
$23.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
32.9K+ 1.9% |
$1.14M - $1.26M
|
1.76M
$61.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
32.1KNew |
$1.11M - $1.23M
|
32.1K
$1.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
30.8K+ 673.92% |
$1.07M - $1.18M
|
35.3K
$1.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
30.8K+ 11.91% |
$1.07M - $1.18M
|
289K
$10.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
29.2K+ 10.76% |
$1.01M - $1.12M
|
300K
$10.5M
|