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 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
49.7K+ 5493.58% |
$1.53M - $1.71M
|
50.6K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
47.8KNew |
$1.48M - $1.65M
|
47.8K
$1.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
45.7K+ 5.39% |
$1.41M - $1.57M
|
894K
$33.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
45.4K+ 8.86% |
$1.4M - $1.57M
|
558K
$21M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
42.8K+ 2.27% |
$1.32M - $1.47M
|
1.92M
$72.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
40.2KNew |
$1.24M - $1.39M
|
40.2K
$1.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
39.7KNew |
$1.23M - $1.37M
|
39.7K
$1.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
39.6K+ 3.48% |
$1.22M - $1.36M
|
1.18M
$44.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
39.1K+ 2.28% |
$1.21M - $1.35M
|
1.76M
$66.2M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
35.9KNew |
$1.11M - $1.24M
|
35.9K
$1.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
35.8KNew |
$1.1M - $1.23M
|
35.8K
$1.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
35.2KNew |
$1.09M - $1.21M
|
35.2K
$1.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
34.5K+ 163.99% |
$1.07M - $1.19M
|
55.6K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
32.8KNew |
$1.01M - $1.13M
|
32.8K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
32.3K+ 77.34% |
$997K - $1.11M
|
74.1K
$2.79M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
32.2KNew |
$994K - $1.11M
|
32.2K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
32.1K+ 10386.08% |
$990K - $1.11M
|
32.4K
$1.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
30.7K+ 15.64% |
$947K - $1.06M
|
227K
$8.54M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
30.3K+ 2.83% |
$936K - $1.04M
|
1.1M
$41.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
30.3KNew |
$934K - $1.04M
|
30.3K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
28.8K+ 15.1% |
$888K - $992K
|
219K
$8.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
26.4K+ 27.64% |
$816K - $911K
|
122K
$4.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
26.4K+ 5.74% |
$814K - $909K
|
486K
$18.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
25.1K+ 5.42% |
$774K - $865K
|
488K
$18.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
25K+ 6.14% |
$772K - $862K
|
433K
$16.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
24.8K+ 11.63% |
$765K - $854K
|
238K
$8.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.5K+ 4.0% |
$756K - $844K
|
637K
$24M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
24.4K+ 21.8% |
$753K - $840K
|
136K
$5.13M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
24.3K+ 6.77% |
$751K - $838K
|
383K
$14.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
23.8K+ 319.87% |
$735K - $821K
|
31.3K
$1.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
23.8K+ 15.06% |
$734K - $820K
|
182K
$6.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
22.9K+ 3.03% |
$706K - $788K
|
777K
$29.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22.3K+ 8.85% |
$689K - $770K
|
275K
$10.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
22.1KNew |
$682K - $761K
|
22.1K
$832K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22K+ 3.39% |
$678K - $757K
|
669K
$25.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.2K+ 27.09% |
$656K - $732K
|
99.7K
$3.75M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
20.9K+ 12.1% |
$643K - $719K
|
193K
$7.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
20.5K+ 0.79% |
$633K - $706K
|
2.62M
$98.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
20.3K+ 10.94% |
$628K - $701K
|
206K
$7.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.1K+ 5.0% |
$622K - $694K
|
423K
$15.9M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
19.1K+ 4.52% |
$591K - $660K
|
442K
$16.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
19K+ 5.47% |
$588K - $656K
|
367K
$13.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
18.3K+ 3.17% |
$565K - $631K
|
596K
$22.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
17.2K+ 3.18% |
$531K - $593K
|
560K
$21.1M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
16.9KNew |
$522K - $583K
|
16.9K
$637K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
16.8K+ 0.97% |
$517K - $577K
|
1.74M
$65.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
16.7K+ 8.17% |
$514K - $574K
|
221K
$8.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
16.5K+ 6.86% |
$510K - $570K
|
258K
$9.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
16.4K+ 11.64% |
$507K - $566K
|
158K
$5.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
16.1KNew |
$496K - $554K
|
16.1K
$605K
|