Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr (DFIV)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.74M+ 57661.94% |
$146M - $163M
|
4.75M
$176M
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1.25MNew |
$38.7M - $43.2M
|
1.25M
$46.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.13M+ 12.14% |
$34.9M - $39M
|
10.4M
$388M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.06M+ 12.0% |
$32.8M - $36.6M
|
9.92M
$369M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
558K+ 137.97% |
$17.2M - $19.2M
|
962K
$35.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
548KNew |
$16.9M - $18.9M
|
548K
$20.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
473K+ 8.48% |
$14.6M - $16.3M
|
6.05M
$225M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
405K+ 3746.73% |
$12.5M - $14M
|
416K
$15.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
387KNew |
$12M - $13.4M
|
387K
$14.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
380K+ 454.25% |
$11.7M - $13.1M
|
464K
$17.2M
|
|
|
May 09, 2024
Q4 2023
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
363KNew |
$11.2M - $12.5M
|
363K
$13.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
355KNew |
$11M - $12.2M
|
355K
$13.2M
|
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
307KNew |
$9.48M - $10.6M
|
307K
$11.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
275KNew |
$8.49M - $9.48M
|
275K
$10.2M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
275K+ 35.4% |
$8.49M - $9.48M
|
1.05M
$39.1M
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
267KNew |
$8.24M - $9.2M
|
267K
$9.92M
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
262KNew |
$8.09M - $9.04M
|
262K
$9.75M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
238K+ 26.11% |
$7.36M - $8.22M
|
1.15M
$42.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
210K+ 11.32% |
$6.47M - $7.23M
|
2.06M
$76.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
194KNew |
$5.97M - $6.67M
|
194K
$7.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
191K+ 229.71% |
$5.88M - $6.57M
|
274K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
181K+ 1683.53% |
$5.6M - $6.25M
|
192K
$7.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
176KNew |
$5.45M - $6.08M
|
176K
$6.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
176K+ 44.8% |
$5.42M - $6.05M
|
567K
$21.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
172K+ 72.65% |
$5.3M - $5.91M
|
408K
$15.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
164K+ 96.45% |
$5.06M - $5.66M
|
334K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
150KNew |
$4.62M - $5.15M
|
150K
$5.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
149K+ 14.83% |
$4.59M - $5.13M
|
1.15M
$42.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
132KNew |
$4.07M - $4.55M
|
132K
$4.91M
|
|
|
Jan 17, 2024
Q4 2023
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
129KNew |
$3.97M - $4.43M
|
129K
$4.78M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
125K+ 212.36% |
$3.86M - $4.31M
|
184K
$6.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
123K+ 14.03% |
$3.79M - $4.23M
|
998K
$37.1M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
120K+ 8.74% |
$3.71M - $4.14M
|
1.5M
$55.6M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
117KNew |
$3.63M - $4.05M
|
117K
$4.37M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
116K+ 17.95% |
$3.59M - $4.01M
|
764K
$28.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
81.3K+ 19.0% |
$2.51M - $2.8M
|
509K
$18.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
73.1KNew |
$2.26M - $2.52M
|
73.1K
$2.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
73KNew |
$2.25M - $2.52M
|
73K
$2.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
71.9K+ 817.05% |
$2.22M - $2.48M
|
80.7K
$3M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
70.3K+ 447.73% |
$2.17M - $2.42M
|
86K
$3.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
69.7K+ 23.35% |
$2.15M - $2.4M
|
368K
$13.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
65K+ 11.72% |
$2.01M - $2.24M
|
620K
$23M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
64.1K+ 17.85% |
$1.98M - $2.21M
|
423K
$15.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
63.4KNew |
$1.96M - $2.18M
|
63.4K
$2.36M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
60.6K+ 5.7% |
$1.87M - $2.09M
|
1.12M
$41.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
54.3K+ 35.54% |
$1.67M - $1.87M
|
207K
$7.69M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
53.5KNew |
$1.65M - $1.84M
|
53.5K
$1.99M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
51K+ 2.26% |
$1.58M - $1.76M
|
2.31M
$86M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
50.7K+ 8.24% |
$1.56M - $1.75M
|
665K
$24.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
50.5K+ 2.35% |
$1.56M - $1.74M
|
2.2M
$81.8M
|