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 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.27KNew |
$297K - $319K
|
9.27K
$347K
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
9KNew |
$289K - $310K
|
9K
$337K
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.34K+ 10.03% |
$172K - $184K
|
58.6K
$2.19M
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
4.84K+ 3.29% |
$155K - $167K
|
152K
$5.69M
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.63K+ 20.72% |
$84.4K - $90.5K
|
15.3K
$573K
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.07KNew |
$34.2K - $36.7K
|
1.07K
$39.9K
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
827New |
$26.5K - $28.5K
|
827
$31K
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
186New |
$5.97K - $6.4K
|
186
$6.96K
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
27+ 0.19% |
$867 - $929
|
14.5K
$545K
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
26+ 0.41% |
$835 - $895
|
6.32K
$237K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
3New |
$96.3 - $103
|
3
$112
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$32.1 - $34.4
|
9.09K
$340K
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
388KNew |
$12.2M - $13.1M
|
388K
$14.5M
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
388KNew |
$12.2M - $13.1M
|
388K
$14.5M
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
36.2K+ 9.44% |
$1.14M - $1.22M
|
419K
$15.7M
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
11.3K+ 10.25% |
$355K - $381K
|
121K
$4.55M
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
3.9KNew |
$123K - $132K
|
3.9K
$146K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
2.36KNew |
$74.3K - $79.8K
|
2.36K
$88.5K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.19K+ 18.33% |
$68.8K - $73.9K
|
14.1K
$529K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.17KNew |
$36.8K - $39.5K
|
1.17K
$43.8K
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
664New |
$20.9K - $22.4K
|
664
$24.9K
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
341+ 5.35% |
$10.7K - $11.5K
|
6.71K
$251K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
26New |
$818 - $878
|
26
$973
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
222K+ 3129.24% |
$6.74M - $7.4M
|
229K
$8.56M
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
51.2KNew |
$1.56M - $1.71M
|
51.2K
$1.92M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
23.7KNew |
$721K - $791K
|
23.7K
$888K
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16.1KNew |
$489K - $536K
|
16.1K
$601K
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
8.57KNew |
$261K - $286K
|
8.57K
$321K
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.39KNew |
$225K - $247K
|
7.39K
$277K
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.44KNew |
$196K - $215K
|
6.44K
$241K
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6.1KNew |
$186K - $204K
|
6.1K
$228K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
3.69KNew |
$112K - $123K
|
3.69K
$138K
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.96KNew |
$59.7K - $65.5K
|
1.96K
$73.5K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.89KNew |
$57.6K - $63.2K
|
1.89K
$70.9K
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.5KNew |
$45.6K - $50.1K
|
1.5K
$56.2K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.23K+ 2.84% |
$37.3K - $41K
|
44.4K
$1.66M
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
549New |
$16.7K - $18.3K
|
549
$20.6K
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
328New |
$9.98K - $10.9K
|
328
$12.3K
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
133+ 0.45% |
$4.05K - $4.44K
|
29.6K
$1.11M
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
52+ 0.36% |
$1.58K - $1.74K
|
14.7K
$549K
|
|
Q4 2022 | |||||||
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
42.7K+ 25.87% |
$1.11M - $1.33M
|
208K
$7.78M
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
35.2KNew |
$911K - $1.09M
|
35.2K
$1.32M
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
21.7KNew |
$561K - $674K
|
21.7K
$811K
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
15.9K+ 146.66% |
$410K - $493K
|
26.7K
$998K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
10.1KNew |
$261K - $313K
|
10.1K
$377K
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
BUY
|
- |
7.39KNew |
$191K - $230K
|
7.39K
$277K
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
7.12KNew |
$184K - $221K
|
7.12K
$266K
|
|
Jan 11, 2023
Q4 2022
|
Verity Wealth Advisors
|
BUY
|
- |
6.77KNew |
$175K - $211K
|
6.77K
$254K
|