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 |
---|---|---|---|---|---|---|---|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-191K- 35.44% |
$6.78M - $7.27M
|
348K
$13M
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-157K- 34.57% |
$5.58M - $5.98M
|
298K
$11.2M
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-126K- 10.88% |
$4.46M - $4.77M
|
1.03M
$38.5M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-115K- 1.02% |
$4.1M - $4.39M
|
11.2M
$418M
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-80.8K- 12.65% |
$2.87M - $3.07M
|
558K
$20.9M
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-61.1K- 42.84% |
$2.17M - $2.32M
|
81.5K
$3.05M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-55.7K- 63.74% |
$1.98M - $2.12M
|
31.7K
$1.19M
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-39.4K- 12.92% |
$1.4M - $1.5M
|
265K
$9.93M
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-35.8K- 10.78% |
$1.27M - $1.36M
|
297K
$11.1M
|
|
Aug 14, 2024
Q2 2024
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-34.7K- 9.74% |
$1.23M - $1.32M
|
322K
$12.1M
|
|
Aug 07, 2024
Q2 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-32.8K- 21.6% |
$1.16M - $1.25M
|
119K
$4.45M
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-31.1K- 1.17% |
$1.11M - $1.18M
|
2.63M
$98.4M
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-30.7K- 7.13% |
$1.09M - $1.17M
|
400K
$15M
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-30.1K- 70.6% |
$1.07M - $1.15M
|
12.6K
$470K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-25.9K- 6.38% |
$918K - $983K
|
379K
$14.2M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.4K- 4.46% |
$545K - $584K
|
329K
$12.3M
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-14.7K- 8.4% |
$521K - $558K
|
160K
$6M
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-12.8K- 9.98% |
$455K - $487K
|
116K
$4.33M
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-12.5K- 0.7% |
$444K - $475K
|
1.78M
$66.5M
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-12.4K- 6.21% |
$439K - $470K
|
187K
$6.99M
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-12.3K- 35.61% |
$436K - $467K
|
22.2K
$832K
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-11.5K- 5.04% |
$408K - $437K
|
216K
$8.11M
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-11K- 2.43% |
$390K - $417K
|
440K
$16.5M
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-10.6K- 14.19% |
$378K - $405K
|
64.4K
$2.41M
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-10.1K- 9.62% |
$358K - $384K
|
94.8K
$3.55M
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-9.08K- 2.79% |
$322K - $345K
|
316K
$11.9M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.2K- 22.42% |
$291K - $312K
|
28.4K
$1.06M
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-7.92K- 16.3% |
$281K - $301K
|
40.6K
$1.52M
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-7.77K- 26.36% |
$276K - $296K
|
21.7K
$813K
|
|
Aug 01, 2024
Q2 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-6.92K- 2.06% |
$246K - $263K
|
329K
$12.3M
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-6.78K- 14.21% |
$241K - $258K
|
41K
$1.53M
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-6.35K- 2.14% |
$225K - $241K
|
290K
$10.9M
|
|
Jul 16, 2024
Q2 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-6K- 0.42% |
$213K - $228K
|
1.41M
$52.7M
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-5.79K- 0.81% |
$206K - $220K
|
709K
$26.6M
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-4.91K- 20.28% |
$174K - $187K
|
19.3K
$723K
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.56K- 22.64% |
$162K - $173K
|
15.6K
$583K
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.49K- 43.52% |
$159K - $171K
|
5.82K
$218K
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
SELL
|
- |
-4.06K- 22.53% |
$144K - $154K
|
14K
$523K
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-3.84K- 2.18% |
$136K - $146K
|
172K
$6.44M
|
|
Jul 02, 2024
Q2 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-3.76K- 1.59% |
$133K - $143K
|
233K
$8.73M
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-3.62K- 1.06% |
$129K - $138K
|
338K
$12.7M
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3.59K- 1.31% |
$127K - $136K
|
270K
$10.1M
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-3.57K- 1.16% |
$127K - $136K
|
305K
$11.4M
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.17K- 16.36% |
$113K - $121K
|
16.2K
$607K
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.13K- 4.52% |
$111K - $119K
|
66.1K
$2.48M
|
|
Aug 13, 2024
Q2 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-3K- 2.55% |
$107K - $114K
|
115K
$4.3M
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.99K- 8.08% |
$106K - $114K
|
34.1K
$1.28M
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-2.62K- 3.24% |
$92.9K - $99.5K
|
78K
$2.92M
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-2.59K- 3.23% |
$91.9K - $98.5K
|
77.7K
$2.91M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.49K- 1.77% |
$88.4K - $94.7K
|
138K
$5.17M
|