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 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.8KNew |
$46.5K - $55.9K
|
1.8K
$66K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.57KNew |
$40.7K - $48.9K
|
1.57K
$57.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.11KNew |
$28.6K - $34.4K
|
1.11K
$40.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.02KNew |
$26.4K - $31.7K
|
1.02K
$37.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
616New |
$15.9K - $19.2K
|
616
$22.6K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
263New |
$6.81K - $8.18K
|
263
$9.65K
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
80New |
$2.07K - $2.49K
|
80
$2.94K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
33+ 0.4% |
$854 - $1.03K
|
8.34K
$306K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
40.6K+ 160.68% |
$1.04M - $1.24M
|
65.9K
$2.42M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
37.1KNew |
$955K - $1.14M
|
37.1K
$1.36M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
19.5KNew |
$502K - $597K
|
19.5K
$717K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
11.4KNew |
$292K - $347K
|
11.4K
$417K
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.08KNew |
$208K - $247K
|
8.08K
$297K
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.45K+ 1541.96% |
$88.8K - $106K
|
3.68K
$135K
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
1.53KNew |
$39.3K - $46.8K
|
1.53K
$56.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
370New |
$9.51K - $11.3K
|
370
$13.6K
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
267+ 3.1% |
$6.86K - $8.16K
|
8.87K
$326K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
191KNew |
$5.48M - $6.47M
|
191K
$7.02M
|
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
70KNew |
$2.01M - $2.37M
|
70K
$2.57M
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
46.4KNew |
$1.33M - $1.57M
|
46.4K
$1.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
14.4KNew |
$414K - $488K
|
14.4K
$530K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3.57KNew |
$102K - $121K
|
3.57K
$131K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
852+ 2.47% |
$24.4K - $28.8K
|
35.3K
$1.3M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
700New |
$20.1K - $23.7K
|
700
$25.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
334New |
$9.57K - $11.3K
|
334
$12.3K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
279New |
$8K - $9.44K
|
279
$10.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
148+ 1.3% |
$4.24K - $5.01K
|
11.5K
$422K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
43New |
$1.23K - $1.46K
|
43
$1.58K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2+ 0.35% |
$57.3 - $67.7
|
569
$20.9K
|
|
| Q4 2021 | |||||||
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.22KNew |
$260K - $281K
|
8.22K
$302K
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
7.28KNew |
$230K - $249K
|
7.28K
$267K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
18.4KNew |
$594K - $619K
|
18.4K
$676K
|
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
9.72KNew |
$314K - $327K
|
9.72K
$357K
|
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
5.14KNew |
$166K - $173K
|
5.14K
$189K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.97KNew |
$160K - $167K
|
4.97K
$182K
|
|
|
Nov 12, 2021
Q3 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.72KNew |
$55.5K - $57.9K
|
1.72K
$63.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.42KNew |
$45.9K - $47.9K
|
1.42K
$52.2K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
576New |
$18.6K - $19.4K
|
576
$21.1K
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
81New |
$2.61K - $2.73K
|
81
$2.97K
|
|