Latest Institutional Transactions on Dimensional ETF Tr (DFIV)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr (DFIV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
869New |
$30.1K - $33.4K
|
869
$32.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.5K+ 7.01% |
$918K - $1.02M
|
405K
$15M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2K+ 17.65% |
$69.4K - $76.8K
|
13.3K
$496K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.21K+ 34.34% |
$76.7K - $84.9K
|
8.65K
$322K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.08K+ 43.83% |
$141K - $157K
|
13.4K
$497K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.15KNew |
$39.9K - $44.1K
|
1.15K
$42.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
32.1KNew |
$1.11M - $1.23M
|
32.1K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
56+ 1.05% |
$1.94K - $2.15K
|
5.41K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
521New |
$18.1K - $20K
|
521
$19.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
4.22K+ 1.85% |
$146K - $162K
|
233K
$8.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
148+ 1.33% |
$5.13K - $5.68K
|
11.3K
$419K
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
82.8K+ 5.14% |
$2.87M - $3.18M
|
1.69M
$62.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
46.1K+ 54.41% |
$1.6M - $1.77M
|
131K
$4.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.33K+ 28.6% |
$80.6K - $89.3K
|
10.5K
$389K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.68M+ 16.05% |
$92.9M - $103M
|
19.4M
$721M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
683+ 2.3% |
$23.7K - $26.2K
|
30.4K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.86K+ 11.13% |
$99K - $110K
|
28.5K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-7.62K- 89.88% |
$264K - $292K
|
857
$31.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
370New |
$12.8K - $14.2K
|
370
$13.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
585+ 0.86% |
$20.3K - $22.5K
|
68.7K
$2.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-35.6K- 92.74% |
$1.23M - $1.37M
|
2.79K
$104K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-35.9K- 5.7% |
$1.24M - $1.38M
|
593K
$22M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.91K- 4.56% |
$101K - $112K
|
60.9K
$2.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.28K+ 3.65% |
$78.9K - $87.4K
|
64.6K
$2.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
41.8K+ 0.62% |
$1.45M - $1.6M
|
6.75M
$251M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.5K+ 8.04% |
$363K - $402K
|
141K
$5.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
7.32K+ 8.59% |
$254K - $281K
|
92.5K
$3.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.09K+ 3.82% |
$37.6K - $41.6K
|
29.5K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.11K- 16.43% |
$38.3K - $42.4K
|
5.63K
$209K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
8.19KNew |
$284K - $314K
|
8.19K
$304K
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
1.76K+ 2.36% |
$61K - $67.5K
|
76.4K
$2.84M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-960- 7.71% |
$33.3K - $36.8K
|
11.5K
$427K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.03K- 8.47% |
$70.3K - $77.9K
|
21.9K
$815K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
19.8KNew |
$685K - $758K
|
19.8K
$734K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
4.96K+ 62.82% |
$172K - $190K
|
12.8K
$477K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2.46K+ 1.28% |
$85.4K - $94.5K
|
194K
$7.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
142K+ 17.12% |
$4.92M - $5.45M
|
971K
$36.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
20.3K+ 3.12% |
$705K - $781K
|
672K
$25M
|
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-304- 0.76% |
$10.5K - $11.7K
|
39.7K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
19+ 0.6% |
$659 - $729
|
3.18K
$118K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
981+ 2.66% |
$34K - $37.7K
|
37.8K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
7.73K+ 61.54% |
$268K - $296K
|
20.3K
$754K
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-1.33K- 0.7% |
$46.1K - $51K
|
188K
$6.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.01K- 1.38% |
$34.9K - $38.6K
|
71.9K
$2.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
19.8KNew |
$685K - $758K
|
19.8K
$734K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.26KNew |
$182K - $202K
|
5.26K
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-626- 3.56% |
$21.7K - $24K
|
16.9K
$629K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.71K- 15.28% |
$59.2K - $65.6K
|
9.48K
$352K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-260- 2.09% |
$9.01K - $9.98K
|
12.2K
$453K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
252K+ 10.48% |
$8.74M - $9.67M
|
2.66M
$98.7M
|