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 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-181- 0.91% |
$6.27K - $6.95K
|
19.8K
$691K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-209- 0.38% |
$7.24K - $8.02K
|
55.3K
$1.93M
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-209- 1.37% |
$7.24K - $8.02K
|
15K
$525K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-235- 1.34% |
$8.15K - $9.02K
|
17.4K
$607K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-257- 0.81% |
$8.91K - $9.86K
|
31.4K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-260- 2.09% |
$9.01K - $9.98K
|
12.2K
$426K
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-264- 3.14% |
$9.15K - $10.1K
|
8.15K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-304- 0.76% |
$10.5K - $11.7K
|
39.7K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-310- 1.97% |
$10.7K - $11.9K
|
15.5K
$541K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-325- 0.09% |
$11.3K - $12.5K
|
372K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-403- 3.51% |
$14K - $15.5K
|
11.1K
$388K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-432- 6.91% |
$15K - $16.6K
|
5.82K
$203K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-456- 0.63% |
$15.8K - $17.5K
|
71.6K
$2.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-464- 1.02% |
$16.1K - $17.8K
|
44.9K
$1.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-500- 0.51% |
$17.3K - $19.2K
|
97.8K
$3.42M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-521- 1.85% |
$18.1K - $20K
|
27.6K
$964K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-561- 5.29% |
$19.4K - $21.5K
|
10K
$351K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-626- 3.56% |
$21.7K - $24K
|
16.9K
$592K
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-660- 3.04% |
$22.9K - $25.3K
|
21.1K
$736K
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-662- 2.57% |
$22.9K - $25.4K
|
25.1K
$878K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-695- 0.95% |
$24.1K - $26.7K
|
72.3K
$2.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-706- 4.66% |
$24.5K - $27.1K
|
14.4K
$504K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-767- 5.32% |
$26.6K - $29.4K
|
13.6K
$477K
|
|
|
Oct 03, 2024
Q3 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-800- 10.64% |
$27.7K - $30.7K
|
6.72K
$235K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-837- 8.46% |
$29K - $32.1K
|
9.05K
$316K
|
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-840- 0.77% |
$29.1K - $32.2K
|
108K
$3.79M
|
|
|
Oct 21, 2024
Q3 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-912- 3.39% |
$31.6K - $35K
|
26K
$910K
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-921- 1.09% |
$31.9K - $35.3K
|
83.7K
$2.93M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-940- 12.0% |
$32.6K - $36.1K
|
6.89K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-960- 7.71% |
$33.3K - $36.8K
|
11.5K
$402K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.01K- 1.38% |
$34.9K - $38.6K
|
71.9K
$2.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-1.07K- 5.28% |
$36.9K - $40.9K
|
19.1K
$668K
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.07K- 0.93% |
$37.1K - $41.1K
|
114K
$4M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 2.38% |
$37.6K - $41.6K
|
44.5K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.11K- 16.43% |
$38.3K - $42.4K
|
5.63K
$197K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.13K- 4.68% |
$39.2K - $43.4K
|
23K
$805K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1.14K- 8.26% |
$39.5K - $43.7K
|
12.6K
$442K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.15K- 14.02% |
$39.8K - $44.1K
|
7.04K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-1.2K- 2.96% |
$41.6K - $46.1K
|
39.4K
$1.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.25K- 2.1% |
$43.3K - $47.9K
|
58.3K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-1.33K- 0.7% |
$46.1K - $51K
|
188K
$6.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-1.5K- 1.59% |
$51.9K - $57.5K
|
92.5K
$3.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-1.64K- 0.52% |
$56.7K - $62.8K
|
315K
$11M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.71K- 10.53% |
$59.2K - $65.6K
|
14.5K
$507K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.71K- 15.28% |
$59.2K - $65.6K
|
9.48K
$331K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.9K- 2.88% |
$65.9K - $73K
|
64.2K
$2.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
SELL
|
- |
-1.92K- 13.76% |
$66.6K - $73.8K
|
12K
$421K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.03K- 8.47% |
$70.3K - $77.9K
|
21.9K
$766K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-2.11K- 10.95% |
$73.2K - $81.1K
|
17.2K
$601K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.13K- 5.42% |
$73.7K - $81.6K
|
37.1K
$1.3M
|