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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
51.2KNew |
$1.56M - $1.71M
|
51.2K
$1.83M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
23.7KNew |
$721K - $791K
|
23.7K
$846K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16.1KNew |
$489K - $536K
|
16.1K
$573K
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
8.57KNew |
$261K - $286K
|
8.57K
$306K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.39KNew |
$225K - $247K
|
7.39K
$264K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.44KNew |
$196K - $215K
|
6.44K
$230K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6.1KNew |
$186K - $204K
|
6.1K
$218K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
3.69KNew |
$112K - $123K
|
3.69K
$132K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.96KNew |
$59.7K - $65.5K
|
1.96K
$70.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.89KNew |
$57.6K - $63.2K
|
1.89K
$67.6K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.5KNew |
$45.6K - $50.1K
|
1.5K
$53.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.23K+ 2.84% |
$37.3K - $41K
|
44.4K
$1.58M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
549New |
$16.7K - $18.3K
|
549
$19.6K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
328New |
$9.98K - $10.9K
|
328
$11.7K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
133+ 0.45% |
$4.05K - $4.44K
|
29.6K
$1.06M
|
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
52+ 0.36% |
$1.58K - $1.74K
|
14.7K
$524K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
42.7K+ 25.87% |
$1.11M - $1.33M
|
208K
$7.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
35.2KNew |
$911K - $1.09M
|
35.2K
$1.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
21.7KNew |
$561K - $674K
|
21.7K
$773K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
15.9K+ 146.66% |
$410K - $493K
|
26.7K
$952K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
10.1KNew |
$261K - $313K
|
10.1K
$359K
|
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
BUY
|
- |
7.39KNew |
$191K - $230K
|
7.39K
$264K
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
7.12KNew |
$184K - $221K
|
7.12K
$254K
|
|
|
Jan 11, 2023
Q4 2022
|
Verity Wealth Advisors
|
BUY
|
- |
6.77KNew |
$175K - $211K
|
6.77K
$242K
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3K+ 26.91% |
$77.6K - $93.3K
|
14.2K
$505K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.8KNew |
$46.5K - $55.9K
|
1.8K
$64.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.57KNew |
$40.7K - $48.9K
|
1.57K
$56.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.11KNew |
$28.6K - $34.4K
|
1.11K
$39.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.02KNew |
$26.4K - $31.7K
|
1.02K
$36.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
616New |
$15.9K - $19.2K
|
616
$22K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
263New |
$6.81K - $8.18K
|
263
$9.39K
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
80New |
$2.07K - $2.49K
|
80
$2.86K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
33+ 0.4% |
$854 - $1.03K
|
8.34K
$298K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
40.6K+ 160.68% |
$1.04M - $1.24M
|
65.9K
$2.35M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
37.1KNew |
$955K - $1.14M
|
37.1K
$1.33M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
19.5KNew |
$502K - $597K
|
19.5K
$697K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
11.4KNew |
$292K - $347K
|
11.4K
$405K
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.45K+ 1541.96% |
$88.8K - $106K
|
3.68K
$131K
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
1.53KNew |
$39.3K - $46.8K
|
1.53K
$54.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
370New |
$9.51K - $11.3K
|
370
$13.2K
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
267+ 3.1% |
$6.86K - $8.16K
|
8.87K
$317K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
191KNew |
$5.48M - $6.47M
|
191K
$6.83M
|
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
70KNew |
$2.01M - $2.37M
|
70K
$2.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
46.4KNew |
$1.33M - $1.57M
|
46.4K
$1.65M
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
14.4KNew |
$414K - $488K
|
14.4K
$515K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3.57KNew |
$102K - $121K
|
3.57K
$127K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
852+ 2.47% |
$24.4K - $28.8K
|
35.3K
$1.26M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
700New |
$20.1K - $23.7K
|
700
$25K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
334New |
$9.57K - $11.3K
|
334
$11.9K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
279New |
$8K - $9.44K
|
279
$9.96K
|
|