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 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.81KNew |
$202K - $220K
|
5.81K
$219K
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
5.48K+ 4.91% |
$191K - $208K
|
117K
$4.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
5.18K+ 2.57% |
$180K - $197K
|
207K
$7.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5.06K+ 182.34% |
$176K - $192K
|
7.83K
$295K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.31K+ 4.79% |
$150K - $164K
|
94.3K
$3.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.25K+ 1.68% |
$148K - $161K
|
257K
$9.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
4.18K+ 0.92% |
$146K - $159K
|
457K
$17.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
4.13K+ 0.8% |
$144K - $157K
|
519K
$19.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
4.12K+ 4.79% |
$144K - $156K
|
90.1K
$3.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
3.94K+ 0.51% |
$137K - $150K
|
776K
$29.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.58K+ 6.47% |
$125K - $136K
|
58.9K
$2.22M
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
3.36K+ 2.28% |
$117K - $128K
|
150K
$5.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
3.35K+ 2.48% |
$117K - $127K
|
138K
$5.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3.29K+ 4.11% |
$115K - $125K
|
83.2K
$3.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.07K+ 14.01% |
$107K - $117K
|
25K
$941K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.01K+ 52.18% |
$105K - $114K
|
8.78K
$331K
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
3.01K+ 2.63% |
$105K - $114K
|
117K
$4.42M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
2.99K+ 10.83% |
$104K - $113K
|
30.6K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.97K+ 3.06% |
$104K - $113K
|
100K
$3.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.88K+ 2.89% |
$100K - $109K
|
102K
$3.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
2.7K+ 1.92% |
$94.2K - $103K
|
143K
$5.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
2.64K+ 15.18% |
$91.9K - $100K
|
20K
$753K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
2.59KNew |
$90.4K - $98.5K
|
2.59K
$97.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
2.52K+ 4.14% |
$87.8K - $95.6K
|
63.4K
$2.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.48K+ 9.93% |
$86.4K - $94.1K
|
27.4K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.44K+ 77.77% |
$85K - $92.6K
|
5.58K
$210K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.31K+ 11.97% |
$80.5K - $87.6K
|
21.6K
$813K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.06K+ 4.6% |
$71.8K - $78.3K
|
46.9K
$1.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2KNew |
$69.5K - $75.8K
|
2K
$75.1K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
1.95K+ 0.55% |
$68K - $74.1K
|
357K
$13.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.79K+ 3.07% |
$62.5K - $68K
|
60.1K
$2.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.78K+ 2.32% |
$62K - $67.5K
|
78.6K
$2.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.73K+ 5.56% |
$60.2K - $65.5K
|
32.7K
$1.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.69K+ 64.2% |
$58.8K - $64K
|
4.31K
$162K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.67K+ 2.27% |
$58.3K - $63.5K
|
75.4K
$2.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.64K+ 0.37% |
$57.1K - $62.2K
|
449K
$16.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.6K+ 13.07% |
$55.8K - $60.8K
|
13.8K
$521K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.58KNew |
$55.2K - $60.1K
|
1.58K
$59.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.4K+ 2.59% |
$48.8K - $53.2K
|
55.5K
$2.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.39K+ 22.56% |
$48.5K - $52.9K
|
7.56K
$285K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.36K+ 2.11% |
$47.5K - $51.7K
|
66K
$2.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.35K+ 9.72% |
$46.9K - $51.1K
|
15.2K
$572K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.29K+ 0.61% |
$45K - $49K
|
213K
$8M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.23K+ 6.06% |
$42.9K - $46.7K
|
21.5K
$811K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.21K+ 2.1% |
$42.2K - $45.9K
|
58.8K
$2.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.2K+ 0.81% |
$41.7K - $45.5K
|
149K
$5.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.12K+ 0.53% |
$39.1K - $42.6K
|
213K
$8.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
980New |
$34.2K - $37.2K
|
980
$36.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
980+ 1.43% |
$34.2K - $37.2K
|
69.7K
$2.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
920+ 1.58% |
$32.1K - $34.9K
|
59K
$2.22M
|