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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
300+ 40.82% |
$9.26K - $10.3K
|
1.04K
$39K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
290+ 2.77% |
$8.95K - $9.99K
|
10.8K
$405K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
270+ 1.54% |
$8.33K - $9.3K
|
17.8K
$671K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
235+ 1.81% |
$7.25K - $8.1K
|
13.2K
$498K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
229New |
$7.07K - $7.89K
|
229
$8.62K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
227+ 0.74% |
$7.01K - $7.82K
|
31K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
191+ 0.96% |
$5.89K - $6.58K
|
20K
$753K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
184+ 0.15% |
$5.68K - $6.34K
|
125K
$4.69M
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
181+ 0.27% |
$5.59K - $6.24K
|
68K
$2.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
180+ 0.73% |
$5.55K - $6.2K
|
24.7K
$929K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
160+ 6.96% |
$4.94K - $5.51K
|
2.46K
$92.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
152+ 0.93% |
$4.69K - $5.24K
|
16.5K
$620K
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
127+ 0.97% |
$3.92K - $4.38K
|
13.2K
$496K
|
|
|
Jan 18, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
124+ 0.45% |
$3.83K - $4.27K
|
27.6K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
121+ 3.95% |
$3.73K - $4.17K
|
3.18K
$120K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
109+ 38.93% |
$3.36K - $3.76K
|
389
$14.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
104+ 0.22% |
$3.21K - $3.58K
|
47.4K
$1.78M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
104+ 0.98% |
$3.21K - $3.58K
|
10.7K
$403K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
98+ 0.74% |
$3.02K - $3.38K
|
13.4K
$504K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
88New |
$2.72K - $3.03K
|
88
$3.31K
|
|
|
Feb 02, 2024
Q4 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
86+ 0.85% |
$2.65K - $2.96K
|
10.2K
$384K
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
85+ 0.98% |
$2.62K - $2.93K
|
8.79K
$331K
|
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
79+ 0.93% |
$2.44K - $2.72K
|
8.55K
$322K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
78+ 0.93% |
$2.41K - $2.69K
|
8.49K
$319K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
75+ 1.5% |
$2.31K - $2.58K
|
5.08K
$191K
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
70+ 0.74% |
$2.16K - $2.41K
|
9.54K
$359K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
55+ 0.97% |
$1.7K - $1.9K
|
5.75K
$216K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
54New |
$1.67K - $1.86K
|
54
$2.03K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
49+ 0.28% |
$1.51K - $1.69K
|
17.7K
$666K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
28+ 0.98% |
$864 - $965
|
2.89K
$109K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
27New |
$833 - $930
|
27
$1.02K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
26New |
$802 - $896
|
26
$979
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
22+ 0.98% |
$679 - $758
|
2.26K
$85.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
19+ 0.02% |
$586 - $655
|
121K
$4.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17+ 0.2% |
$525 - $586
|
8.56K
$322K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4New |
$123 - $138
|
4
$151
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3- 0.05% |
$92.6 - $103
|
6.21K
$234K
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-22- 0.08% |
$679 - $758
|
28.8K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-25- 0.18% |
$772 - $862
|
14K
$529K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-30- 0.37% |
$926 - $1.03K
|
8.16K
$307K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-66- 1.94% |
$2.04K - $2.27K
|
3.34K
$126K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-74- 0.32% |
$2.28K - $2.55K
|
22.9K
$863K
|
|
|
Feb 02, 2024
Q4 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-83- 0.08% |
$2.56K - $2.86K
|
109K
$4.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-89- 0.34% |
$2.75K - $3.07K
|
26.4K
$993K
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-102- 0.69% |
$3.15K - $3.51K
|
14.7K
$554K
|
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-125- 0.15% |
$3.86K - $4.31K
|
85.7K
$3.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-133- 0.13% |
$4.1K - $4.58K
|
105K
$3.96M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-151- 0.71% |
$4.66K - $5.2K
|
21.3K
$800K
|