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 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.95K+ 18.97% |
$171K - $190K
|
31K
$1.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.66K+ 2.13% |
$162K - $179K
|
223K
$8.85M
|
|
|
Oct 07, 2024
Q3 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
4.66K+ 3.57% |
$162K - $179K
|
135K
$5.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
4.56K+ 1.91% |
$158K - $175K
|
243K
$9.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
4.52K+ 8.02% |
$157K - $174K
|
60.9K
$2.41M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
4.29K+ 1.41% |
$149K - $165K
|
309K
$12.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
4.22K+ 1.85% |
$146K - $162K
|
233K
$9.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.08K+ 43.83% |
$141K - $157K
|
13.4K
$531K
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
4.06K+ 2.57% |
$141K - $156K
|
162K
$6.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
4.02K+ 4.93% |
$139K - $154K
|
85.6K
$3.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.94KNew |
$137K - $151K
|
3.94K
$156K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3.81K+ 13.58% |
$132K - $146K
|
31.8K
$1.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3.73K+ 0.84% |
$129K - $143K
|
447K
$17.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
3.48K+ 20.71% |
$121K - $134K
|
20.3K
$806K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.45K+ 3.32% |
$120K - $132K
|
107K
$4.25M
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
2.86K+ 1.98% |
$99K - $110K
|
147K
$5.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.86K+ 11.13% |
$99K - $110K
|
28.5K
$1.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.77KNew |
$96.1K - $106K
|
2.77K
$110K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.71K+ 23.33% |
$94K - $104K
|
14.3K
$569K
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2.64KNew |
$91.4K - $101K
|
2.64K
$105K
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
2.63KNew |
$91.1K - $101K
|
2.63K
$104K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.62K+ 2.99% |
$90.7K - $100K
|
90K
$3.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2.58K+ 3.47% |
$89.2K - $98.8K
|
76.9K
$3.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.56K+ 11.41% |
$88.6K - $98.1K
|
25K
$990K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.55K+ 22.58% |
$88.4K - $97.9K
|
13.8K
$549K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.49K+ 12.3% |
$86.1K - $95.4K
|
22.7K
$900K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2.46K+ 1.28% |
$85.4K - $94.5K
|
194K
$7.71M
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.36K+ 1.19% |
$81.9K - $90.7K
|
201K
$7.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.33K+ 28.6% |
$80.6K - $89.3K
|
10.5K
$415K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.32KNew |
$80.5K - $89.2K
|
2.32K
$92.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.32K+ 0.97% |
$80.4K - $89.1K
|
241K
$9.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.29K+ 20.95% |
$79.4K - $87.9K
|
13.2K
$524K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.28K+ 3.65% |
$78.9K - $87.4K
|
64.6K
$2.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
2.28K+ 28.18% |
$78.9K - $87.3K
|
10.3K
$411K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.21K+ 34.34% |
$76.7K - $84.9K
|
8.65K
$343K
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
2.16K+ 2.41% |
$74.7K - $82.7K
|
91.7K
$3.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.15K+ 4.67% |
$74.6K - $82.6K
|
48.2K
$1.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
2.13K+ 0.91% |
$73.7K - $81.6K
|
235K
$9.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.08KNew |
$72.1K - $79.8K
|
2.08K
$82.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
2.06K+ 0.08% |
$71.3K - $78.9K
|
2.65M
$105M
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.01K+ 2.11% |
$69.6K - $77.1K
|
97.2K
$3.85M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.01K+ 18.93% |
$69.6K - $77.1K
|
12.6K
$500K
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2K+ 17.65% |
$69.4K - $76.8K
|
13.3K
$529K
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.97K+ 11.49% |
$68.2K - $75.5K
|
19.1K
$757K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.96K+ 1.34% |
$68K - $75.3K
|
148K
$5.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.93K+ 0.4% |
$66.9K - $74.1K
|
483K
$19.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
1.76K+ 2.36% |
$61K - $67.5K
|
76.4K
$3.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.74K+ 3.88% |
$60.3K - $66.8K
|
46.6K
$1.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.69K+ 1.54% |
$58.6K - $64.9K
|
112K
$4.43M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.52K+ 137.43% |
$52.7K - $58.3K
|
2.63K
$104K
|