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 |
|---|---|---|---|---|---|---|---|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1.76K- 0.23% |
$54.3K - $60.6K
|
748K
$28.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.86K- 0.48% |
$57.4K - $64.1K
|
390K
$14.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.88K- 0.22% |
$57.9K - $64.7K
|
847K
$31.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.93K- 16.66% |
$59.6K - $66.6K
|
9.67K
$364K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-1.99K- 9.52% |
$61.4K - $68.5K
|
18.9K
$711K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.03K- 15.33% |
$62.5K - $69.8K
|
11.2K
$421K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-2.49K- 19.11% |
$76.7K - $85.7K
|
10.5K
$396K
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-2.63K- 2.61% |
$81.2K - $90.7K
|
98.2K
$3.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.68K- 28.0% |
$82.7K - $92.4K
|
6.89K
$259K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.73K- 6.46% |
$84.2K - $94K
|
39.5K
$1.49M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.77K- 19.94% |
$85.5K - $95.5K
|
11.1K
$419K
|
|
|
Feb 07, 2024
Q4 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-2.82K- 6.32% |
$86.9K - $97K
|
41.7K
$1.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-3.22K- 5.84% |
$99.4K - $111K
|
52K
$1.96M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-3.25K- 4.94% |
$100K - $112K
|
62.4K
$2.35M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-3.43K- 40.34% |
$106K - $118K
|
5.08K
$191K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-3.44K- 17.27% |
$106K - $118K
|
16.5K
$620K
|
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-3.55K- 3.63% |
$109K - $122K
|
94.3K
$3.55M
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-3.55K- 10.75% |
$110K - $122K
|
29.5K
$1.11M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-3.6K- 1.48% |
$111K - $124K
|
239K
$9.01M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.92K- 7.24% |
$121K - $135K
|
50.2K
$1.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-4.01K- 25.83% |
$124K - $138K
|
11.5K
$433K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.01K- 8.33% |
$124K - $138K
|
44.1K
$1.66M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-4.02K- 8.68% |
$124K - $139K
|
42.3K
$1.59M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.2K- 8.46% |
$130K - $145K
|
45.5K
$1.71M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-4.47K- 7.98% |
$138K - $154K
|
51.5K
$1.94M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-4.5K- 14.37% |
$139K - $155K
|
26.8K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.68K- 47.39% |
$144K - $161K
|
5.2K
$196K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-4.74K- 25.34% |
$146K - $163K
|
14K
$526K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-5.59K- 4.05% |
$172K - $192K
|
132K
$4.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-5.9K- 11.79% |
$182K - $203K
|
44.1K
$1.66M
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-5.98K- 4.6% |
$184K - $206K
|
124K
$4.66M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-6.13K- 22.64% |
$189K - $211K
|
20.9K
$788K
|
|
|
Feb 12, 2024
Q4 2023
|
Schubert & CO
|
SELL
|
- |
-6.4K- 11.41% |
$198K - $221K
|
49.7K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-7.1K- 71.0% |
$219K - $245K
|
2.9K
$109K
|
|
|
Jan 12, 2024
Q4 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-7.63K- 0.54% |
$235K - $263K
|
1.42M
$53.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.78K- 2.05% |
$240K - $268K
|
372K
$14M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-8.83K- 13.67% |
$272K - $304K
|
55.8K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-8.98K- 78.28% |
$277K - $309K
|
2.49K
$93.8K
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-9.33K- 11.32% |
$288K - $322K
|
73.2K
$2.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.49K- 7.57% |
$293K - $327K
|
116K
$4.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.78K- 11.61% |
$302K - $337K
|
74.4K
$2.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Claris Advisors, LLC
|
SELL
|
- |
-11.7K- 3.38% |
$360K - $402K
|
333K
$12.5M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-11.9K- 7.49% |
$367K - $410K
|
147K
$5.53M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-12.3K- 4.26% |
$378K - $423K
|
276K
$10.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.3K- 9.68% |
$410K - $457K
|
124K
$4.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-13.8K- 2.95% |
$427K - $477K
|
455K
$17.1M
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-14.7K- 11.3% |
$453K - $506K
|
115K
$4.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-15.3K- 12.37% |
$471K - $526K
|
108K
$4.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-15.4K- 2.21% |
$476K - $532K
|
684K
$25.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-16.3K- 2.21% |
$503K - $561K
|
719K
$27.1M
|