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 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.99K+ 1.54% |
$174K - $189K
|
329K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.95K+ 18.24% |
$173K - $188K
|
32.1K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
4.72K+ 16.56% |
$165K - $179K
|
33.3K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.68K+ 10.87% |
$163K - $178K
|
47.8K
$1.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.31K+ 4.79% |
$150K - $164K
|
94.3K
$3.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
4.26K+ 9.13% |
$148K - $162K
|
50.9K
$2.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.25K+ 1.68% |
$148K - $161K
|
257K
$10.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
4.18K+ 0.92% |
$146K - $159K
|
457K
$18.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
4.13K+ 0.8% |
$144K - $157K
|
519K
$20.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
4.12K+ 4.79% |
$144K - $156K
|
90.1K
$3.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
3.94K+ 0.51% |
$137K - $150K
|
776K
$31.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.58K+ 6.47% |
$125K - $136K
|
58.9K
$2.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
3.52KNew |
$123K - $134K
|
3.52K
$141K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
3.42K+ 3.67% |
$119K - $130K
|
96.6K
$3.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
3.39K+ 25.4% |
$118K - $129K
|
16.7K
$671K
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
3.36K+ 2.28% |
$117K - $128K
|
150K
$6.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
3.35K+ 2.48% |
$117K - $127K
|
138K
$5.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3.29K+ 4.11% |
$115K - $125K
|
83.2K
$3.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.2K+ 1.97% |
$112K - $122K
|
166K
$6.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.07K+ 14.01% |
$107K - $117K
|
25K
$1M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.03KNew |
$106K - $115K
|
3.03K
$122K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.01K+ 52.18% |
$105K - $114K
|
8.78K
$352K
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
3.01K+ 2.63% |
$105K - $114K
|
117K
$4.71M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
2.99K+ 10.83% |
$104K - $113K
|
30.6K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.97K+ 3.06% |
$104K - $113K
|
100K
$4.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.88K+ 2.89% |
$100K - $109K
|
102K
$4.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
2.82K+ 3.36% |
$98.1K - $107K
|
86.6K
$3.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
2.74KNew |
$95.4K - $104K
|
2.74K
$110K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
2.7K+ 1.92% |
$94.2K - $103K
|
143K
$5.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
2.64K+ 15.18% |
$91.9K - $100K
|
20K
$802K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
2.59KNew |
$90.4K - $98.5K
|
2.59K
$104K
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
2.52K+ 4.14% |
$87.8K - $95.6K
|
63.4K
$2.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.48K+ 9.93% |
$86.4K - $94.1K
|
27.4K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.44K+ 77.77% |
$85K - $92.6K
|
5.58K
$224K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.31K+ 11.97% |
$80.5K - $87.6K
|
21.6K
$866K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.25K+ 22.12% |
$78.4K - $85.4K
|
12.4K
$498K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.21K+ 0.83% |
$77K - $83.9K
|
269K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
2.18KNew |
$76.1K - $82.9K
|
2.18K
$87.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
2.16KNew |
$75.1K - $81.8K
|
2.16K
$86.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.06K+ 4.6% |
$71.8K - $78.3K
|
46.9K
$1.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2KNew |
$69.5K - $75.8K
|
2K
$80K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.96K+ 13.66% |
$68.3K - $74.3K
|
16.3K
$654K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
1.95K+ 0.55% |
$68K - $74.1K
|
357K
$14.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.79K+ 3.07% |
$62.5K - $68K
|
60.1K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.79K+ 205.98% |
$62.4K - $68K
|
2.66K
$107K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.78K+ 2.32% |
$62K - $67.5K
|
78.6K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.74K+ 13.58% |
$60.8K - $66.2K
|
14.6K
$585K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.74K+ 25.67% |
$60.7K - $66.1K
|
8.53K
$342K
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.73K+ 19.48% |
$60.3K - $65.7K
|
10.6K
$426K
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.73K+ 5.56% |
$60.2K - $65.5K
|
32.7K
$1.31M
|