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
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
12.2K+ 2.12% |
$426K - $464K
|
590K
$21.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
10.5K+ 1.31% |
$365K - $397K
|
811K
$30.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.4KNew |
$361K - $393K
|
10.4K
$385K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
9.39K+ 10.28% |
$327K - $357K
|
101K
$3.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
8.77K+ 1.58% |
$306K - $333K
|
564K
$21M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.69K+ 12.19% |
$303K - $330K
|
80K
$2.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
8.66K+ 5.35% |
$302K - $329K
|
171K
$6.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
8.5KNew |
$296K - $323K
|
8.5K
$316K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
8.42K+ 55.55% |
$294K - $320K
|
23.6K
$877K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
7.81K+ 3.02% |
$272K - $296K
|
267K
$9.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
7.35K+ 15.88% |
$256K - $279K
|
53.6K
$1.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.9KNew |
$241K - $262K
|
6.9K
$257K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.85K+ 12.06% |
$239K - $260K
|
63.7K
$2.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
6.6K+ 0.75% |
$230K - $251K
|
888K
$33M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.48K+ 5.61% |
$226K - $246K
|
122K
$4.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
5.96K+ 6.96% |
$208K - $226K
|
91.5K
$3.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.93K+ 2.94% |
$207K - $225K
|
207K
$7.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
5.48K+ 4.91% |
$191K - $208K
|
117K
$4.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
5.18K+ 2.57% |
$180K - $197K
|
207K
$7.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5.06K+ 182.34% |
$176K - $192K
|
7.83K
$291K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.31K+ 4.79% |
$150K - $164K
|
94.3K
$3.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.25K+ 1.68% |
$148K - $161K
|
257K
$9.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
4.18K+ 0.92% |
$146K - $159K
|
457K
$17M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
4.13K+ 0.8% |
$144K - $157K
|
519K
$19.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
3.35K+ 2.48% |
$117K - $127K
|
138K
$5.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.01K+ 52.18% |
$105K - $114K
|
8.78K
$326K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
2.99K+ 10.83% |
$104K - $113K
|
30.6K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.97K+ 3.06% |
$104K - $113K
|
100K
$3.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.88K+ 2.89% |
$100K - $109K
|
102K
$3.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
2.7K+ 1.92% |
$94.2K - $103K
|
143K
$5.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
2.59KNew |
$90.4K - $98.5K
|
2.59K
$96.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
2.52K+ 4.14% |
$87.8K - $95.6K
|
63.4K
$2.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.48K+ 9.93% |
$86.4K - $94.1K
|
27.4K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.44K+ 77.77% |
$85K - $92.6K
|
5.58K
$207K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.06K+ 4.6% |
$71.8K - $78.3K
|
46.9K
$1.74M
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
1.95K+ 0.55% |
$68K - $74.1K
|
357K
$13.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.79K+ 3.07% |
$62.5K - $68K
|
60.1K
$2.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.78K+ 2.32% |
$62K - $67.5K
|
78.6K
$2.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.67K+ 2.27% |
$58.3K - $63.5K
|
75.4K
$2.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.64K+ 0.37% |
$57.1K - $62.2K
|
449K
$16.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.6K+ 13.07% |
$55.8K - $60.8K
|
13.8K
$514K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.4K+ 2.59% |
$48.8K - $53.2K
|
55.5K
$2.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.39K+ 22.56% |
$48.5K - $52.9K
|
7.56K
$281K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.35K+ 9.72% |
$46.9K - $51.1K
|
15.2K
$564K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.29K+ 0.61% |
$45K - $49K
|
213K
$7.9M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.23K+ 6.06% |
$42.9K - $46.7K
|
21.5K
$800K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.2K+ 0.81% |
$41.7K - $45.5K
|
149K
$5.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
920+ 1.58% |
$32.1K - $34.9K
|
59K
$2.19M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
800New |
$27.9K - $30.4K
|
800
$29.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
798+ 1534.62% |
$27.8K - $30.3K
|
850
$31.6K
|