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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
544+ 0.51% |
$18.9K - $20.9K
|
106K
$3.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
402+ 0.52% |
$13.9K - $15.4K
|
78.4K
$2.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
389+ 2.63% |
$13.5K - $14.9K
|
15.2K
$557K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
260+ 0.81% |
$9.01K - $9.98K
|
32.4K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
246+ 0.44% |
$8.53K - $9.44K
|
55.7K
$2.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
BUY
|
- |
236+ 0.61% |
$8.18K - $9.06K
|
38.9K
$1.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
160New |
$5.55K - $6.14K
|
160
$5.87K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
152New |
$5.27K - $5.83K
|
152
$5.58K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
118+ 0.47% |
$4.09K - $4.53K
|
25.2K
$926K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
111+ 0.63% |
$3.85K - $4.26K
|
17.6K
$646K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
109+ 0.65% |
$3.78K - $4.18K
|
17K
$623K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
104+ 0.25% |
$3.6K - $3.99K
|
41.4K
$1.52M
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
81+ 0.29% |
$2.81K - $3.11K
|
27.8K
$1.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
80+ 0.62% |
$2.77K - $3.07K
|
12.9K
$475K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
66+ 0.58% |
$2.29K - $2.53K
|
11.5K
$421K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
60+ 0.43% |
$2.08K - $2.3K
|
14K
$515K
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
55+ 0.61% |
$1.91K - $2.11K
|
9.04K
$332K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
52New |
$1.8K - $2K
|
52
$1.91K
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
50+ 0.59% |
$1.73K - $1.92K
|
8.57K
$315K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
49+ 0.53% |
$1.7K - $1.88K
|
9.22K
$338K
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
38+ 0.09% |
$1.32K - $1.46K
|
41K
$1.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
28+ 0.07% |
$970 - $1.07K
|
41.1K
$1.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
18+ 0.61% |
$624 - $691
|
2.97K
$109K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
15+ 0.48% |
$520 - $576
|
3.13K
$115K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
14+ 0.61% |
$485 - $537
|
2.33K
$85.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
14+ 0.09% |
$485 - $537
|
16.2K
$594K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
13+ 0.01% |
$451 - $499
|
121K
$4.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.54% |
$69.3 - $76.8
|
369
$13.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.72% |
$34.7 - $38.4
|
140
$5.14K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.49M+ 170.03% |
$88.4M - $94.7M
|
3.95M
$145M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.88M+ 12.65% |
$66.6M - $71.4M
|
16.7M
$613M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.83M+ 14.28% |
$65M - $69.7M
|
14.7M
$538M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
962K+ 15.26% |
$34.2M - $36.6M
|
7.26M
$267M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
677K+ 12.44% |
$24M - $25.7M
|
6.12M
$225M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
674KNew |
$23.9M - $25.6M
|
674K
$24.8M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
559KNew |
$19.8M - $21.3M
|
559K
$20.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
335K+ 27.52% |
$11.9M - $12.7M
|
1.55M
$56.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
323K+ 16.49% |
$11.5M - $12.3M
|
2.28M
$83.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
239KNew |
$8.47M - $9.07M
|
239K
$8.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
214K+ 33.3% |
$7.58M - $8.12M
|
855K
$31.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
180K+ 2.76% |
$6.39M - $6.85M
|
6.7M
$246M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
168K+ 10.7% |
$5.96M - $6.38M
|
1.74M
$63.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
155KNew |
$5.49M - $5.88M
|
155K
$5.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
147K+ 40.13% |
$5.22M - $5.59M
|
514K
$18.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
144KNew |
$5.1M - $5.46M
|
144K
$5.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
137K+ 3.37% |
$4.88M - $5.23M
|
4.22M
$155M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
126K+ 17.97% |
$4.49M - $4.8M
|
829K
$30.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
125K+ 8.42% |
$4.44M - $4.75M
|
1.61M
$59.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
95.8K+ 4.15% |
$3.4M - $3.64M
|
2.4M
$88.3M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
94KNew |
$3.34M - $3.57M
|
94K
$3.45M
|
|