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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
86+ 0.85% |
$2.65K - $2.96K
|
10.2K
$443K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
78+ 0.93% |
$2.41K - $2.69K
|
8.49K
$369K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
54New |
$1.67K - $1.86K
|
54
$2.35K
|
|
| Q3 2023 | |||||||
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
11.3KNew |
$361K - $388K
|
11.3K
$489K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.27KNew |
$297K - $319K
|
9.27K
$402K
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
9KNew |
$289K - $310K
|
9K
$391K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
4.84K+ 3.29% |
$155K - $167K
|
152K
$6.6M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.07KNew |
$34.2K - $36.7K
|
1.07K
$46.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
827New |
$26.5K - $28.5K
|
827
$35.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
186New |
$5.97K - $6.4K
|
186
$8.08K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
27+ 0.19% |
$867 - $929
|
14.5K
$632K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
26+ 0.41% |
$835 - $895
|
6.32K
$274K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$32.1 - $34.4
|
9.09K
$395K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
388KNew |
$12.2M - $13.1M
|
388K
$16.8M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
388KNew |
$12.2M - $13.1M
|
388K
$16.8M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
36.2K+ 9.44% |
$1.14M - $1.22M
|
419K
$18.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
11.3K+ 10.25% |
$355K - $381K
|
121K
$5.28M
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
3.9KNew |
$123K - $132K
|
3.9K
$169K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
2.36KNew |
$74.3K - $79.8K
|
2.36K
$103K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.19K+ 18.33% |
$68.8K - $73.9K
|
14.1K
$614K
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
664New |
$20.9K - $22.4K
|
664
$28.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
26New |
$818 - $878
|
26
$1.13K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
222K+ 3129.24% |
$6.74M - $7.4M
|
229K
$9.93M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
51.2KNew |
$1.56M - $1.71M
|
51.2K
$2.23M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
23.7KNew |
$721K - $791K
|
23.7K
$1.03M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16.1KNew |
$489K - $536K
|
16.1K
$697K
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
8.57KNew |
$261K - $286K
|
8.57K
$372K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.44KNew |
$196K - $215K
|
6.44K
$280K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
3.69KNew |
$112K - $123K
|
3.69K
$160K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.96KNew |
$59.7K - $65.5K
|
1.96K
$85.3K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.5KNew |
$45.6K - $50.1K
|
1.5K
$65.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.23K+ 2.84% |
$37.3K - $41K
|
44.4K
$1.93M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
549New |
$16.7K - $18.3K
|
549
$23.8K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
328New |
$9.98K - $10.9K
|
328
$14.2K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
133+ 0.45% |
$4.05K - $4.44K
|
29.6K
$1.28M
|
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
52+ 0.36% |
$1.58K - $1.74K
|
14.7K
$637K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
42.7K+ 25.87% |
$1.11M - $1.33M
|
208K
$9.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
35.2KNew |
$911K - $1.09M
|
35.2K
$1.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
21.7KNew |
$561K - $674K
|
21.7K
$941K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
15.9K+ 146.66% |
$410K - $493K
|
26.7K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
10.1KNew |
$261K - $313K
|
10.1K
$437K
|
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
BUY
|
- |
7.39KNew |
$191K - $230K
|
7.39K
$321K
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
7.12KNew |
$184K - $221K
|
7.12K
$309K
|
|
|
Jan 11, 2023
Q4 2022
|
Verity Wealth Advisors
|
BUY
|
- |
6.77KNew |
$175K - $211K
|
6.77K
$294K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.57KNew |
$40.7K - $48.9K
|
1.57K
$68.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.02KNew |
$26.4K - $31.7K
|
1.02K
$44.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
616New |
$15.9K - $19.2K
|
616
$26.8K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
263New |
$6.81K - $8.18K
|
263
$11.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
80New |
$2.07K - $2.49K
|
80
$3.47K
|
|