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 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
28.2K+ 53.92% |
$977K - $1.08M
|
80.4K
$3.22M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
27.1K+ 12.01% |
$939K - $1.04M
|
252K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
26.7K+ 40.54% |
$925K - $1.02M
|
92.5K
$3.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.5K+ 7.01% |
$918K - $1.02M
|
405K
$16.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
25.3KNew |
$878K - $972K
|
25.3K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
24.9K+ 27.48% |
$862K - $955K
|
115K
$4.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
23.4KNew |
$810K - $897K
|
23.4K
$936K
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
22.9K+ 6.92% |
$795K - $880K
|
354K
$14.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
22.3K+ 23.08% |
$771K - $854K
|
119K
$4.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
21.8K+ 15.75% |
$754K - $835K
|
160K
$6.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
21.6K+ 10.07% |
$749K - $830K
|
236K
$9.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
20.3K+ 3.12% |
$705K - $781K
|
672K
$26.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
19.8KNew |
$685K - $758K
|
19.8K
$790K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
19.8KNew |
$685K - $758K
|
19.8K
$790K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.4K+ 37.32% |
$672K - $744K
|
71.3K
$2.85M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
18.5K+ 25.47% |
$643K - $712K
|
91.4K
$3.66M
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
18.3K+ 14.22% |
$634K - $702K
|
147K
$5.88M
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
17.3K+ 168.26% |
$599K - $664K
|
27.6K
$1.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
17.3K+ 6.42% |
$599K - $663K
|
286K
$11.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
17.3K+ 2.41% |
$598K - $663K
|
735K
$29.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17K+ 126.42% |
$590K - $653K
|
30.5K
$1.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
16.9K+ 9.74% |
$587K - $650K
|
191K
$7.63M
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
16.8K+ 2.79% |
$583K - $645K
|
619K
$24.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.5K+ 8.28% |
$572K - $633K
|
216K
$8.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
16.2K+ 3.77% |
$562K - $623K
|
447K
$17.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
15.5K+ 5.54% |
$538K - $596K
|
296K
$11.8M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
15.3K+ 4.41% |
$532K - $589K
|
363K
$14.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
15.2KNew |
$526K - $583K
|
15.2K
$608K
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
14.8K+ 253.45% |
$514K - $569K
|
20.7K
$827K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
14.7K+ 9.17% |
$509K - $563K
|
175K
$6.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.4K+ 4.15% |
$499K - $553K
|
361K
$14.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
13.5K+ 4.44% |
$468K - $518K
|
318K
$12.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
13.2KNew |
$456K - $505K
|
13.2K
$527K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13K+ 1.79% |
$451K - $500K
|
739K
$29.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
13K+ 6.51% |
$449K - $497K
|
212K
$8.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
12.9K+ 8.44% |
$446K - $493K
|
165K
$6.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
12.7K+ 4.39% |
$441K - $488K
|
303K
$12.1M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
12.4K+ 44.13% |
$428K - $474K
|
40.3K
$1.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
12.3KNew |
$425K - $470K
|
12.3K
$490K
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
11.8K+ 1.55% |
$409K - $452K
|
772K
$30.9M
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
11.8KNew |
$408K - $452K
|
11.8K
$471K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
10.8K+ 4.34% |
$373K - $413K
|
259K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
10.6K+ 1.22% |
$367K - $406K
|
881K
$35.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.5K+ 8.04% |
$363K - $402K
|
141K
$5.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
10.4K+ 13.76% |
$360K - $399K
|
86K
$3.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.81K+ 56.52% |
$340K - $376K
|
27.2K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
9.74K+ 8.59% |
$338K - $374K
|
123K
$4.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.7K+ 19.38% |
$336K - $372K
|
59.8K
$2.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
9.45K+ 5.51% |
$327K - $363K
|
181K
$7.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
9.4K+ 2.84% |
$326K - $361K
|
340K
$13.6M
|