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 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-251- 0.05% |
$8.75K - $9.53K
|
463K
$21.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-258- 0.31% |
$8.99K - $9.8K
|
83.5K
$3.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-290- 0.83% |
$10.1K - $11K
|
34.6K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-298- 57.2% |
$10.4K - $11.3K
|
223
$10.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-298- 3.42% |
$10.4K - $11.3K
|
8.42K
$395K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-331- 3.47% |
$11.5K - $12.6K
|
9.21K
$432K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-336- 3.44% |
$11.7K - $12.8K
|
9.43K
$442K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-350- 1.39% |
$12.2K - $13.3K
|
24.8K
$1.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-478- 1.15% |
$16.7K - $18.1K
|
41K
$1.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-502- 0.03% |
$17.5K - $19.1K
|
1.76M
$82.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-509- 0.65% |
$17.7K - $19.3K
|
77.9K
$3.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-511- 0.53% |
$17.8K - $19.4K
|
96.7K
$4.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-556- 3.7% |
$19.4K - $21.1K
|
14.5K
$678K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-572- 1.88% |
$19.9K - $21.7K
|
29.9K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-581- 7.46% |
$20.3K - $22.1K
|
7.21K
$338K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-675- 2.14% |
$23.5K - $25.6K
|
30.9K
$1.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-747- 2.11% |
$26K - $28.4K
|
34.6K
$1.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-800- 4.18% |
$27.9K - $30.4K
|
18.3K
$859K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-816- 7.24% |
$28.4K - $31K
|
10.5K
$490K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-855- 0.61% |
$29.8K - $32.5K
|
140K
$6.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-862- 3.91% |
$30K - $32.7K
|
21.2K
$994K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-931- 9.82% |
$32.5K - $35.4K
|
8.55K
$401K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-948- 2.98% |
$33K - $36K
|
30.9K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-965- 83.91% |
$33.6K - $36.6K
|
185
$8.67K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1K- 7.07% |
$34.9K - $38K
|
13.2K
$616K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.01K- 4.13% |
$35.2K - $38.4K
|
23.5K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-1.08K- 2.5% |
$37.6K - $41K
|
42K
$1.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.11K- 2.98% |
$38.6K - $42K
|
36K
$1.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.13K- 0.59% |
$39.3K - $42.8K
|
190K
$8.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.14K- 6.5% |
$39.9K - $43.4K
|
16.5K
$771K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.19K- 13.18% |
$41.6K - $45.3K
|
7.86K
$368K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.22K- 1.69% |
$42.5K - $46.3K
|
70.8K
$3.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-1.27K- 6.04% |
$44.3K - $48.3K
|
19.8K
$927K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-1.4K- 0.51% |
$48.8K - $53.2K
|
274K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.58K- 7.81% |
$55.2K - $60.1K
|
18.7K
$876K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.59K- 8.42% |
$55.3K - $60.2K
|
17.3K
$809K
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.59K- 8.42% |
$55.3K - $60.2K
|
17.3K
$809K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1.61K- 0.22% |
$56.3K - $61.3K
|
747K
$35M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.63K- 1.55% |
$56.8K - $61.9K
|
104K
$4.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1.66K- 8.69% |
$57.8K - $63K
|
17.4K
$817K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.87K- 2.29% |
$65K - $70.8K
|
79.6K
$3.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.88K- 2.62% |
$65.4K - $71.3K
|
69.7K
$3.27M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.9K- 5.72% |
$66.3K - $72.2K
|
31.3K
$1.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-1.92K- 2.21% |
$67K - $72.9K
|
85K
$3.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.95K- 0.29% |
$68K - $74.1K
|
670K
$31.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.97K- 1.63% |
$68.7K - $74.8K
|
119K
$5.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.99K- 1.84% |
$69.5K - $75.7K
|
107K
$4.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.17K- 7.36% |
$75.6K - $82.4K
|
27.3K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.18K- 18.96% |
$76K - $82.8K
|
9.32K
$437K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-2.24K- 13.01% |
$77.9K - $84.9K
|
14.9K
$701K
|