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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
520New |
$18.5K - $19.8K
|
520
$19.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
495+ 55.62% |
$17.6K - $18.8K
|
1.39K
$50.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
439+ 1.92% |
$15.6K - $16.7K
|
23.3K
$856K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
401New |
$14.2K - $15.2K
|
401
$14.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
376New |
$13.3K - $14.3K
|
376
$13.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
344New |
$12.2K - $13.1K
|
344
$12.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
323+ 0.3% |
$11.5K - $12.3K
|
109K
$4.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
313+ 1.89% |
$11.1K - $11.9K
|
16.8K
$618K
|
|
|
Jul 09, 2024
Q2 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
309+ 3.55% |
$11K - $11.7K
|
9.01K
$331K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
300+ 3.4% |
$10.7K - $11.4K
|
9.12K
$335K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
260New |
$9.23K - $9.89K
|
260
$9.54K
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
BUY
|
- |
236+ 0.03% |
$8.38K - $8.97K
|
871K
$32M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
213+ 1.98% |
$7.56K - $8.1K
|
11K
$402K
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
198+ 1.9% |
$7.03K - $7.53K
|
10.6K
$389K
|
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
165+ 0.64% |
$5.86K - $6.27K
|
26.1K
$957K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
161+ 1.89% |
$5.72K - $6.12K
|
8.67K
$318K
|
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
117+ 1.97% |
$4.15K - $4.45K
|
6.06K
$223K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
114+ 1.98% |
$4.05K - $4.33K
|
5.88K
$216K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
111+ 9.45% |
$3.94K - $4.22K
|
1.29K
$47.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
111New |
$3.94K - $4.22K
|
111
$4.07K
|
|
|
Aug 14, 2024
Q2 2024
|
Jentner Corp
|
BUY
|
- |
106+ 0.19% |
$3.76K - $4.03K
|
54.7K
$2.01M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
101+ 0.24% |
$3.59K - $3.84K
|
43.1K
$1.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
101+ 1.48% |
$3.59K - $3.84K
|
6.94K
$255K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
91+ 0.46% |
$3.23K - $3.46K
|
19.7K
$722K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
73+ 39.25% |
$2.59K - $2.78K
|
259
$9.51K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
68New |
$2.41K - $2.59K
|
68
$2.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
62+ 2.0% |
$2.2K - $2.36K
|
3.16K
$116K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
47+ 0.35% |
$1.67K - $1.79K
|
13.5K
$494K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
39+ 0.57% |
$1.38K - $1.48K
|
6.94K
$255K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
33+ 0.07% |
$1.17K - $1.25K
|
46.4K
$1.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
646KNew |
$21.4M - $23.7M
|
646K
$23.7M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
150K+ 204.8% |
$4.96M - $5.5M
|
223K
$8.18M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
58.2K+ 15.81% |
$1.93M - $2.14M
|
426K
$15.6M
|
|
|
Aug 20, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
48.5K+ 2.76% |
$1.61M - $1.78M
|
1.81M
$66.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
22.7KNew |
$751K - $832K
|
22.7K
$832K
|
|
|
May 15, 2024
Q1 2024
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
18.8KNew |
$624K - $691K
|
18.8K
$691K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
18.5K+ 1.86% |
$614K - $681K
|
1.02M
$37.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
13.2KNew |
$439K - $486K
|
13.2K
$486K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.2KNew |
$370K - $410K
|
11.2K
$410K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
10.6KNew |
$350K - $388K
|
10.6K
$387K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.25K+ 78.54% |
$274K - $303K
|
18.8K
$689K
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
8.24KNew |
$273K - $303K
|
8.24K
$302K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.4KNew |
$245K - $272K
|
7.4K
$272K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
7.04KNew |
$233K - $259K
|
7.04K
$259K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
6.94KNew |
$230K - $255K
|
6.94K
$255K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
5.62KNew |
$186K - $206K
|
5.62K
$206K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.6KNew |
$186K - $206K
|
5.6K
$206K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
5.18K+ 72.22% |
$172K - $190K
|
12.4K
$454K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.15K+ 60.69% |
$105K - $116K
|
8.35K
$307K
|
|