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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
8.92K+ 2.9% |
$309K - $342K
|
317K
$11.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
8.89KNew |
$308K - $341K
|
8.89K
$311K
|
|
|
Oct 30, 2024
Q3 2024
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
8.75K+ 7.36% |
$303K - $336K
|
128K
$4.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
8.65K+ 25.07% |
$300K - $332K
|
43.1K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.2K+ 5.3% |
$284K - $315K
|
163K
$5.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
8.19KNew |
$284K - $314K
|
8.19K
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.15K+ 2.69% |
$282K - $313K
|
311K
$10.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
8.11K+ 5.89% |
$281K - $311K
|
146K
$5.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
8.02K+ 9.69% |
$278K - $308K
|
90.8K
$3.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
7.9K+ 25.3% |
$274K - $303K
|
39.1K
$1.37M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
7.77K+ 8.08% |
$269K - $298K
|
104K
$3.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
7.73K+ 4.66% |
$268K - $297K
|
173K
$6.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
7.73K+ 61.54% |
$268K - $296K
|
20.3K
$709K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
7.36K+ 4.01% |
$255K - $283K
|
191K
$6.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
7.32K+ 8.59% |
$254K - $281K
|
92.5K
$3.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.25K+ 315.69% |
$251K - $278K
|
9.54K
$333K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
7.22KNew |
$250K - $277K
|
7.22K
$252K
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
7.18K+ 9.66% |
$249K - $275K
|
81.4K
$2.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
6.82K+ 2.08% |
$236K - $262K
|
335K
$11.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
6.81K+ 5.09% |
$236K - $261K
|
141K
$4.91M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.79KNew |
$235K - $260K
|
6.79K
$237K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
6.65K+ 3.86% |
$230K - $255K
|
179K
$6.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
6.63K+ 3.0% |
$230K - $254K
|
228K
$7.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
6.52K+ 5.68% |
$226K - $250K
|
121K
$4.24M
|
|
|
Oct 02, 2024
Q3 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
6.27K+ 1.1% |
$217K - $241K
|
578K
$20.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
6.25KNew |
$217K - $240K
|
6.25K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.22KNew |
$216K - $239K
|
6.22K
$217K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.17KNew |
$214K - $237K
|
6.17K
$216K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
6.08K+ 11.81% |
$211K - $234K
|
57.6K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.97K+ 1.65% |
$207K - $229K
|
368K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.95K+ 1.36% |
$206K - $228K
|
445K
$15.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.84K+ 5.64% |
$202K - $224K
|
109K
$3.82M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.52K+ 43.9% |
$191K - $212K
|
18.1K
$632K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5.5K+ 6.01% |
$191K - $211K
|
97.1K
$3.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
5.5K+ 1.23% |
$191K - $211K
|
453K
$15.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
5.41K+ 1.35% |
$188K - $208K
|
405K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.32K+ 91.76% |
$184K - $204K
|
11.1K
$389K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.29KNew |
$183K - $203K
|
5.29K
$185K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.26KNew |
$182K - $202K
|
5.26K
$184K
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
5.26K+ 0.66% |
$182K - $202K
|
801K
$28M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
5.26K+ 5.98% |
$182K - $202K
|
93.2K
$3.26M
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
5.15K+ 2.53% |
$178K - $198K
|
209K
$7.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
5.15K+ 2.98% |
$178K - $198K
|
178K
$6.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5.12K+ 3.38% |
$177K - $196K
|
156K
$5.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
5.09K+ 1.51% |
$176K - $195K
|
343K
$12M
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
5.03K+ 1.86% |
$174K - $193K
|
275K
$9.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
4.96K+ 62.82% |
$172K - $190K
|
12.8K
$449K
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.95K+ 18.97% |
$171K - $190K
|
31K
$1.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.66K+ 2.13% |
$162K - $179K
|
223K
$7.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
4.66K+ 3.57% |
$162K - $179K
|
135K
$4.72M
|