Latest Institutional Purchases of Dimensional ETF Tr (DFIV)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr (DFIV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.29M+ 29.26% |
$149M - $165M
|
18.9M
$708M
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
492KNew |
$17.1M - $18.9M
|
492K
$18.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
482K+ 6.63% |
$16.7M - $18.5M
|
7.75M
$290M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
445K+ 7.27% |
$15.4M - $17.1M
|
6.56M
$245M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
399KNew |
$13.8M - $15.3M
|
399K
$14.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
273K+ 537.14% |
$9.47M - $10.5M
|
324K
$12.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
137K+ 7.92% |
$4.74M - $5.25M
|
1.86M
$69.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
134K+ 40.09% |
$4.64M - $5.13M
|
467K
$17.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
82.9K+ 19.17% |
$2.87M - $3.18M
|
515K
$19.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
80.5K+ 6.78% |
$2.79M - $3.09M
|
1.27M
$47.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
75.3KNew |
$2.61M - $2.89M
|
75.3K
$2.81M
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
73K+ 7.12% |
$2.53M - $2.8M
|
1.1M
$41.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
71.1K+ 6.05% |
$2.47M - $2.73M
|
1.25M
$46.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
66.6K+ 5.35% |
$2.31M - $2.56M
|
1.31M
$49.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
64.7K+ 19.88% |
$2.24M - $2.48M
|
390K
$14.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
60.6K+ 25.11% |
$2.1M - $2.33M
|
302K
$11.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
46.2K+ 14.59% |
$1.6M - $1.77M
|
363K
$13.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
45K+ 7.98% |
$1.56M - $1.73M
|
608K
$22.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
43K+ 6.28% |
$1.49M - $1.65M
|
727K
$27.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
41.3K+ 10.21% |
$1.43M - $1.58M
|
445K
$16.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
41KNew |
$1.42M - $1.57M
|
41K
$1.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
35.6K+ 2.97% |
$1.23M - $1.37M
|
1.24M
$46.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
33.7K+ 5.21% |
$1.17M - $1.29M
|
682K
$25.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
32.9K+ 1.9% |
$1.14M - $1.26M
|
1.76M
$65.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
30.8K+ 673.92% |
$1.07M - $1.18M
|
35.3K
$1.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
30.8K+ 11.91% |
$1.07M - $1.18M
|
289K
$10.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
29.2K+ 10.76% |
$1.01M - $1.12M
|
300K
$11.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
27.1K+ 12.01% |
$939K - $1.04M
|
252K
$9.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
22.9K+ 6.92% |
$795K - $880K
|
354K
$13.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
22.3K+ 23.08% |
$771K - $854K
|
119K
$4.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
21.8K+ 15.75% |
$754K - $835K
|
160K
$5.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
21.6K+ 10.07% |
$749K - $830K
|
236K
$8.84M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
18.5K+ 25.47% |
$643K - $712K
|
91.4K
$3.42M
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
17.3K+ 168.26% |
$599K - $664K
|
27.6K
$1.03M
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
17.3K+ 6.42% |
$599K - $663K
|
286K
$10.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
17.3K+ 2.41% |
$598K - $663K
|
735K
$27.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17K+ 126.42% |
$590K - $653K
|
30.5K
$1.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
16.9K+ 9.74% |
$587K - $650K
|
191K
$7.13M
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
16.8K+ 2.79% |
$583K - $645K
|
619K
$23.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.5K+ 8.28% |
$572K - $633K
|
216K
$8.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
15.5K+ 5.54% |
$538K - $596K
|
296K
$11.1M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
15.3K+ 4.41% |
$532K - $589K
|
363K
$13.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
15.2KNew |
$526K - $583K
|
15.2K
$568K
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
14.8K+ 253.45% |
$514K - $569K
|
20.7K
$773K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
14.7K+ 9.17% |
$509K - $563K
|
175K
$6.53M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
13.5K+ 4.44% |
$468K - $518K
|
318K
$11.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
13K+ 6.51% |
$449K - $497K
|
212K
$7.93M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
12.4K+ 44.13% |
$428K - $474K
|
40.3K
$1.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
12.3KNew |
$425K - $470K
|
12.3K
$458K
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
11.8K+ 1.55% |
$409K - $452K
|
772K
$28.9M
|