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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-30.5K- 29.37% |
$1.06M - $1.16M
|
73.4K
$3.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-30.8K- 0.46% |
$1.07M - $1.17M
|
6.71M
$321M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-30.9K- 61.08% |
$1.08M - $1.17M
|
19.7K
$940K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-32K- 1.22% |
$1.12M - $1.22M
|
2.59M
$124M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-33K- 3.0% |
$1.15M - $1.25M
|
1.07M
$50.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-50.2K- 7.08% |
$1.75M - $1.91M
|
659K
$31.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-54.1K- 46.34% |
$1.89M - $2.05M
|
62.6K
$2.99M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-57.9K- 9.45% |
$2.02M - $2.2M
|
555K
$26.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-60.2K- 17.08% |
$2.1M - $2.29M
|
292K
$14M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-65.9K- 32.49% |
$2.3M - $2.5M
|
137K
$6.55M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-72.8K- 26.25% |
$2.54M - $2.77M
|
205K
$9.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-95.4K- 31.72% |
$3.33M - $3.62M
|
205K
$9.82M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-125K- 65.47% |
$4.37M - $4.76M
|
66.2K
$3.16M
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-146K- 9.58% |
$5.08M - $5.54M
|
1.38M
$65.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-174K- 38.98% |
$6.05M - $6.59M
|
272K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.6M- 8.24% |
$55.7M - $60.7M
|
17.8M
$851M
|