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 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.5K+ 2.71% |
$52.1K - $57.6K
|
56.8K
$2.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.44K+ 0.72% |
$49.9K - $55.3K
|
201K
$8.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.35K+ 4.02% |
$46.8K - $51.8K
|
34.9K
$1.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.34KNew |
$46.3K - $51.2K
|
1.34K
$53.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
1.29K+ 10.41% |
$44.6K - $49.4K
|
13.7K
$548K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.15KNew |
$39.9K - $44.1K
|
1.15K
$46.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.14K+ 14.35% |
$39.4K - $43.6K
|
9.05K
$363K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.09K+ 3.82% |
$37.6K - $41.6K
|
29.5K
$1.18M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
1.08K+ 9.84% |
$37.4K - $41.4K
|
12K
$483K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1KNew |
$34.7K - $38.4K
|
1K
$40.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
981+ 2.66% |
$34K - $37.7K
|
37.8K
$1.52M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
939+ 3477.78% |
$32.5K - $36K
|
966
$38.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
910+ 11.78% |
$31.5K - $34.9K
|
8.64K
$346K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
869New |
$30.1K - $33.4K
|
869
$34.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
853+ 5.41% |
$29.6K - $32.7K
|
16.6K
$666K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
832+ 11.49% |
$28.8K - $31.9K
|
8.07K
$324K
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
830+ 3.91% |
$28.8K - $31.9K
|
22.1K
$885K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
824+ 2.63% |
$28.6K - $31.6K
|
32.2K
$1.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
817+ 1.72% |
$28.3K - $31.4K
|
48.2K
$1.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
721+ 4.22% |
$25K - $27.7K
|
17.8K
$714K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
683+ 2.3% |
$23.7K - $26.2K
|
30.4K
$1.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
674+ 2.83% |
$23.4K - $25.9K
|
24.5K
$982K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
640+ 3.25% |
$22.2K - $24.6K
|
20.3K
$815K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
615+ 0.59% |
$21.3K - $23.6K
|
105K
$4.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
586+ 0.68% |
$20.3K - $22.5K
|
87K
$3.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
586+ 6.12% |
$20.3K - $22.5K
|
10.2K
$408K
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
585+ 0.86% |
$20.3K - $22.5K
|
68.7K
$2.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
550New |
$19.1K - $21.1K
|
550
$22.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
544+ 0.51% |
$18.9K - $20.9K
|
106K
$4.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
521New |
$18.1K - $20K
|
521
$20.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
446+ 1.88% |
$15.5K - $17.1K
|
24.2K
$970K
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
419+ 3.1% |
$14.5K - $16.1K
|
13.9K
$559K
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
402+ 0.52% |
$13.9K - $15.4K
|
78.4K
$3.15M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
392New |
$13.6K - $15K
|
392
$15.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
392New |
$13.6K - $15K
|
392
$15.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
389+ 2.63% |
$13.5K - $14.9K
|
15.2K
$608K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
370New |
$12.8K - $14.2K
|
370
$14.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
338+ 0.05% |
$11.7K - $13K
|
709K
$28.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
309New |
$10.7K - $11.9K
|
309
$12.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
260+ 0.81% |
$9.01K - $9.98K
|
32.4K
$1.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
246+ 0.44% |
$8.53K - $9.44K
|
55.7K
$2.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
BUY
|
- |
236+ 0.61% |
$8.18K - $9.06K
|
38.9K
$1.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
200+ 2.19% |
$6.93K - $7.68K
|
9.32K
$374K
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
182+ 0.02% |
$6.31K - $6.99K
|
820K
$32.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
164+ 0.5% |
$5.68K - $6.29K
|
33.2K
$1.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
163+ 0.11% |
$5.65K - $6.26K
|
152K
$6.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
160New |
$5.55K - $6.14K
|
160
$6.42K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
152New |
$5.27K - $5.83K
|
152
$6.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
148+ 1.33% |
$5.13K - $5.68K
|
11.3K
$452K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
141+ 2.18% |
$4.89K - $5.41K
|
6.6K
$265K
|