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 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
118+ 0.47% |
$4.09K - $4.53K
|
25.2K
$1M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
111+ 0.63% |
$3.85K - $4.26K
|
17.6K
$698K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
109+ 0.65% |
$3.78K - $4.18K
|
17K
$673K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
104+ 0.25% |
$3.6K - $3.99K
|
41.4K
$1.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
100New |
$3.47K - $3.84K
|
100
$3.97K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
100+ 0.59% |
$3.47K - $3.84K
|
16.9K
$672K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
84+ 0.11% |
$2.91K - $3.22K
|
78.8K
$3.13M
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
81+ 0.29% |
$2.81K - $3.11K
|
27.8K
$1.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
80+ 0.62% |
$2.77K - $3.07K
|
12.9K
$513K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
75+ 5.42% |
$2.6K - $2.88K
|
1.46K
$57.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
75+ 1.94% |
$2.6K - $2.88K
|
3.93K
$156K
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
66+ 0.58% |
$2.29K - $2.53K
|
11.5K
$455K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
66+ 0.58% |
$2.29K - $2.53K
|
11.5K
$455K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
60+ 0.43% |
$2.08K - $2.3K
|
14K
$556K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
56+ 1.05% |
$1.94K - $2.15K
|
5.41K
$215K
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
55+ 0.61% |
$1.91K - $2.11K
|
9.04K
$358K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
52New |
$1.8K - $2K
|
52
$2.06K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
52+ 0.6% |
$1.8K - $2K
|
8.72K
$346K
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
50+ 0.59% |
$1.73K - $1.92K
|
8.57K
$340K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
49+ 0.53% |
$1.7K - $1.88K
|
9.22K
$366K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
46+ 0.42% |
$1.59K - $1.77K
|
11K
$437K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
42+ 0.09% |
$1.46K - $1.61K
|
49.4K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
40+ 0.37% |
$1.39K - $1.54K
|
10.8K
$429K
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
38+ 0.09% |
$1.32K - $1.46K
|
41K
$1.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
37+ 0.63% |
$1.28K - $1.42K
|
5.91K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30+ 0.07% |
$1.04K - $1.15K
|
43.1K
$1.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
28+ 0.07% |
$970 - $1.07K
|
41.1K
$1.63M
|
|
|
Feb 26, 2025
Q3 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
28+ 0.3% |
$970 - $1.07K
|
9.41K
$373K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
23+ 8.88% |
$797 - $883
|
282
$11.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
21+ 0.35% |
$728 - $806
|
6.08K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
19+ 0.6% |
$659 - $729
|
3.18K
$126K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
18+ 0.61% |
$624 - $691
|
2.97K
$118K
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
16+ 0.09% |
$555 - $614
|
17.4K
$692K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
15+ 0.48% |
$520 - $576
|
3.13K
$124K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
14+ 0.61% |
$485 - $537
|
2.33K
$92.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
14+ 0.09% |
$485 - $537
|
16.2K
$642K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
13+ 0.01% |
$451 - $499
|
121K
$4.81M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
11+ 0.02% |
$381 - $422
|
46.4K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
11+ 0.01% |
$381 - $422
|
79.9K
$3.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.54% |
$69.3 - $76.8
|
369
$14.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.72% |
$34.7 - $38.4
|
140
$5.55K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-9- 0.04% |
$312 - $345
|
23.4K
$926K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-12- 0.76% |
$416 - $461
|
1.57K
$62.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-17- 0.17% |
$589 - $652
|
9.77K
$388K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-20- 1.24% |
$693 - $768
|
1.59K
$63K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-20- 0.06% |
$693 - $768
|
35.5K
$1.41M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-42- 0.15% |
$1.46K - $1.61K
|
28.5K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-48- 0.4% |
$1.66K - $1.84K
|
11.9K
$470K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-66- 0.07% |
$2.29K - $2.53K
|
97.4K
$3.86M
|