Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr (DFIV)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
534K+ 6.9% |
$18.6M - $20.3M
|
8.28M
$308M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
413K+ 38.83% |
$14.4M - $15.7M
|
1.48M
$54.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
345K+ 215.65% |
$12M - $13.1M
|
505K
$18.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
308KNew |
$10.8M - $11.7M
|
308K
$11.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
267KNew |
$9.3M - $10.1M
|
267K
$9.91M
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
225K+ 95.86% |
$7.86M - $8.56M
|
461K
$17.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
194K+ 15.56% |
$6.77M - $7.37M
|
1.44M
$53.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
180KNew |
$6.28M - $6.84M
|
180K
$6.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
169K+ 31.56% |
$5.87M - $6.4M
|
702K
$26.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
147K+ 31.55% |
$5.14M - $5.6M
|
615K
$22.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
111KNew |
$3.87M - $4.22M
|
111K
$4.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
103K+ 86.98% |
$3.6M - $3.92M
|
222K
$8.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
79.8K+ 4.53% |
$2.78M - $3.03M
|
1.84M
$68.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
78.9K+ 4.48% |
$2.75M - $3M
|
1.84M
$68.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
77.6K+ 10.67% |
$2.71M - $2.95M
|
805K
$29.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
76.7K+ 21.14% |
$2.67M - $2.91M
|
440K
$16.3M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
70.1K+ 586.93% |
$2.44M - $2.66M
|
82.1K
$3.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
62.3KNew |
$2.17M - $2.36M
|
62.3K
$2.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
60.2K+ 4.59% |
$2.1M - $2.29M
|
1.37M
$51M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
57.8K+ 18.2% |
$2.02M - $2.2M
|
375K
$14M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
56.3KNew |
$1.96M - $2.14M
|
56.3K
$2.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
51.8KNew |
$1.81M - $1.97M
|
51.8K
$1.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
48.7K+ 34.74% |
$1.7M - $1.85M
|
189K
$7.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
46.3K+ 9.41% |
$1.61M - $1.76M
|
539K
$20M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
42.9K+ 3.47% |
$1.5M - $1.63M
|
1.28M
$47.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
39.9K+ 144.87% |
$1.39M - $1.52M
|
67.5K
$2.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
34.7KNew |
$1.21M - $1.32M
|
34.7K
$1.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
34.5KNew |
$1.2M - $1.31M
|
34.5K
$1.28M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
32.5K+ 71.02% |
$1.13M - $1.23M
|
78.3K
$2.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
32K+ 16.8% |
$1.12M - $1.22M
|
223K
$8.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
31K+ 17.16% |
$1.08M - $1.18M
|
212K
$7.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
29.2K+ 6.53% |
$1.02M - $1.11M
|
476K
$17.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
28.7K+ 11.79% |
$1M - $1.09M
|
272K
$10.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
28.6KNew |
$998K - $1.09M
|
28.6K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
28.6K+ 8.08% |
$998K - $1.09M
|
383K
$14.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
27.6K+ 2.43% |
$961K - $1.05M
|
1.16M
$43.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
26.6K+ 120.7% |
$928K - $1.01M
|
48.7K
$1.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
23.6K+ 253.73% |
$824K - $898K
|
33K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
23.4K+ 7.73% |
$815K - $888K
|
326K
$12.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
23K+ 8.02% |
$800K - $872K
|
309K
$11.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
19.5K+ 5.74% |
$681K - $742K
|
360K
$13.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
18.8KNew |
$657K - $716K
|
18.8K
$700K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
18.8KNew |
$656K - $715K
|
18.8K
$700K
|
|
|
Jan 23, 2025
Q4 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
18.3K+ 4.59% |
$639K - $696K
|
417K
$15.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
18.3K+ 12.53% |
$636K - $693K
|
164K
$6.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18K+ 19.56% |
$626K - $682K
|
110K
$4.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
17.5KNew |
$609K - $663K
|
17.5K
$649K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
14.7K+ 15.02% |
$512K - $558K
|
112K
$4.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
14.2K+ 102.01% |
$496K - $540K
|
28.2K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
13.7K+ 176.02% |
$478K - $521K
|
21.5K
$799K
|