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
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.8K- 5.06% |
$652K - $722K
|
353K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-19.7K- 11.25% |
$682K - $755K
|
155K
$5.42M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-20.3K- 6.81% |
$702K - $778K
|
277K
$9.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-20.4K- 14.91% |
$709K - $785K
|
117K
$4.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20.6K- 5.44% |
$715K - $792K
|
359K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-20.7K- 2.42% |
$716K - $793K
|
833K
$29.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-23.1K- 4.75% |
$802K - $888K
|
464K
$16.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-24.4K- 4.38% |
$847K - $938K
|
534K
$18.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-26.9K- 31.62% |
$931K - $1.03M
|
58.1K
$2.03M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-28.4K- 0.77% |
$985K - $1.09M
|
3.64M
$127M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-31.1K- 10.5% |
$1.08M - $1.2M
|
266K
$9.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-35.6K- 92.74% |
$1.23M - $1.37M
|
2.79K
$97.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-35.9K- 5.7% |
$1.24M - $1.38M
|
593K
$20.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-43.7K- 2.42% |
$1.51M - $1.68M
|
1.76M
$61.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-49.8K- 1.18% |
$1.73M - $1.91M
|
4.17M
$146M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-53.6K- 1.48% |
$1.86M - $2.06M
|
3.56M
$125M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-76K- 51.55% |
$2.63M - $2.92M
|
71.4K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-81.7K- 25.37% |
$2.83M - $3.13M
|
240K
$8.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-105K- 55.52% |
$3.62M - $4.01M
|
83.7K
$2.93M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-115K- 29.77% |
$3.98M - $4.41M
|
271K
$9.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-143K- 6.96% |
$4.95M - $5.49M
|
1.91M
$66.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-165K- 35.46% |
$5.73M - $6.34M
|
301K
$10.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-179K- 95.81% |
$6.2M - $6.87M
|
7.82K
$273K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-678K- 37.4% |
$23.5M - $26M
|
1.14M
$39.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.52M- 88.97% |
$122M - $135M
|
436K
$15.2M
|