Latest Institutional Sells of Dimensional ETF Tr (DFIV)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr (DFIV) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.52M- 88.97% |
$122M - $135M
|
436K
$15.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-678K- 37.4% |
$23.5M - $26M
|
1.14M
$40.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-179K- 95.81% |
$6.2M - $6.87M
|
7.82K
$279K
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-165K- 35.46% |
$5.73M - $6.34M
|
301K
$10.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-143K- 6.96% |
$4.95M - $5.49M
|
1.91M
$68.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-115K- 29.77% |
$3.98M - $4.41M
|
271K
$9.67M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-105K- 55.52% |
$3.62M - $4.01M
|
83.7K
$2.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-81.7K- 25.37% |
$2.83M - $3.13M
|
240K
$8.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-76K- 51.55% |
$2.63M - $2.92M
|
71.4K
$2.55M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-53.6K- 1.48% |
$1.86M - $2.06M
|
3.56M
$127M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-49.8K- 1.18% |
$1.73M - $1.91M
|
4.17M
$149M
|
|
|
Nov 12, 2024
Q3 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-43.7K- 2.42% |
$1.51M - $1.68M
|
1.76M
$62.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-35.9K- 5.7% |
$1.24M - $1.38M
|
593K
$21.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-35.6K- 92.74% |
$1.23M - $1.37M
|
2.79K
$99.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-31.1K- 10.5% |
$1.08M - $1.2M
|
266K
$9.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-28.4K- 0.77% |
$985K - $1.09M
|
3.64M
$130M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-26.9K- 31.62% |
$931K - $1.03M
|
58.1K
$2.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-24.4K- 4.38% |
$847K - $938K
|
534K
$19.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-23.1K- 4.75% |
$802K - $888K
|
464K
$16.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-20.7K- 2.42% |
$716K - $793K
|
833K
$29.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20.6K- 5.44% |
$715K - $792K
|
359K
$12.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-20.4K- 14.91% |
$709K - $785K
|
117K
$4.17M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-20.3K- 6.81% |
$702K - $778K
|
277K
$9.91M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-19.7K- 11.25% |
$682K - $755K
|
155K
$5.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.8K- 5.06% |
$652K - $722K
|
353K
$12.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-17.4K- 39.77% |
$604K - $669K
|
26.4K
$942K
|
|
|
Nov 04, 2024
Q3 2024
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-16.4K- 11.42% |
$568K - $629K
|
127K
$4.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-16K- 0.9% |
$556K - $616K
|
1.76M
$62.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-15.7K- 0.44% |
$545K - $603K
|
3.53M
$126M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-13.8K- 11.49% |
$480K - $531K
|
107K
$3.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.3K- 0.86% |
$460K - $509K
|
1.54M
$54.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-12.1K- 2.13% |
$419K - $464K
|
555K
$19.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-11.3K- 32.11% |
$391K - $433K
|
23.9K
$852K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.1K- 13.38% |
$386K - $427K
|
72K
$2.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11K- 10.7% |
$382K - $423K
|
91.9K
$3.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-11K- 5.14% |
$381K - $422K
|
203K
$7.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-10.7K- 12.34% |
$371K - $411K
|
76.1K
$2.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.5K- 3.19% |
$364K - $404K
|
319K
$11.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-9.8K- 0.7% |
$340K - $376K
|
1.4M
$49.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-9.41K- 5.05% |
$326K - $361K
|
177K
$6.32M
|
|
|
Oct 11, 2024
Q3 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-9.26K- 2.48% |
$321K - $355K
|
364K
$13M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-9.19K- 16.57% |
$319K - $353K
|
46.3K
$1.65M
|
|
|
Oct 09, 2024
Q3 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-7.83K- 2.03% |
$271K - $301K
|
379K
$13.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-7.62K- 89.88% |
$264K - $292K
|
857
$30.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-7.56K- 1.81% |
$262K - $290K
|
410K
$14.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-7.5K- 7.01% |
$260K - $288K
|
99.4K
$3.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.41K- 0.67% |
$257K - $284K
|
1.1M
$39.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-7.26K- 14.42% |
$252K - $279K
|
43.1K
$1.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-7.09K- 1.25% |
$246K - $272K
|
562K
$20.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-6.46K- 2.36% |
$224K - $248K
|
267K
$9.54M
|