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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-678K- 37.4% |
$23.5M - $26M
|
1.14M
$42.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-165K- 35.46% |
$5.73M - $6.34M
|
301K
$11.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-143K- 6.96% |
$4.95M - $5.49M
|
1.91M
$71.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-115K- 29.77% |
$3.98M - $4.41M
|
271K
$10.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-105K- 55.52% |
$3.62M - $4.01M
|
83.7K
$3.13M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-53.6K- 1.48% |
$1.86M - $2.06M
|
3.56M
$133M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-28.4K- 0.77% |
$985K - $1.09M
|
3.64M
$136M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-26.9K- 31.62% |
$931K - $1.03M
|
58.1K
$2.17M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-24.4K- 4.38% |
$847K - $938K
|
534K
$20M
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-23.1K- 4.75% |
$802K - $888K
|
464K
$17.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-20.4K- 14.91% |
$709K - $785K
|
117K
$4.36M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-20.3K- 6.81% |
$702K - $778K
|
277K
$10.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-17.4K- 39.77% |
$604K - $669K
|
26.4K
$987K
|
|
|
Nov 04, 2024
Q3 2024
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-16.4K- 11.42% |
$568K - $629K
|
127K
$4.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-16K- 0.9% |
$556K - $616K
|
1.76M
$65.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-15.7K- 0.44% |
$545K - $603K
|
3.53M
$132M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-12.1K- 2.13% |
$419K - $464K
|
555K
$20.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-11.3K- 32.11% |
$391K - $433K
|
23.9K
$893K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.1K- 13.38% |
$386K - $427K
|
72K
$2.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11K- 10.7% |
$382K - $423K
|
91.9K
$3.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-11K- 5.14% |
$381K - $422K
|
203K
$7.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-10.7K- 12.34% |
$371K - $411K
|
76.1K
$2.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.5K- 3.19% |
$364K - $404K
|
319K
$11.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-9.8K- 0.7% |
$340K - $376K
|
1.4M
$52.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-9.26K- 2.48% |
$321K - $355K
|
364K
$13.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-9.19K- 16.57% |
$319K - $353K
|
46.3K
$1.73M
|
|
|
Oct 09, 2024
Q3 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-7.83K- 2.03% |
$271K - $301K
|
379K
$14.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-7.56K- 1.81% |
$262K - $290K
|
410K
$15.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-7.5K- 7.01% |
$260K - $288K
|
99.4K
$3.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-7.26K- 14.42% |
$252K - $279K
|
43.1K
$1.61M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-7.09K- 1.25% |
$246K - $272K
|
562K
$21M
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-5.92K- 43.19% |
$205K - $227K
|
7.79K
$291K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-5.82K- 11.28% |
$202K - $223K
|
45.8K
$1.71M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-5.18K- 2.39% |
$180K - $199K
|
211K
$7.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-4.5K- 21.96% |
$156K - $173K
|
16K
$598K
|
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-4.19K- 1.74% |
$145K - $161K
|
236K
$8.82M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-3.88K- 9.53% |
$134K - $149K
|
36.8K
$1.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3.86K- 1.43% |
$134K - $148K
|
266K
$9.94M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-3.62K- 23.23% |
$125K - $139K
|
11.9K
$447K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.5K- 11.66% |
$121K - $134K
|
26.5K
$991K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-3.26K- 6.57% |
$113K - $125K
|
46.4K
$1.73M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3K- 48.64% |
$104K - $115K
|
3.16K
$118K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.94K- 0.67% |
$102K - $113K
|
437K
$16.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.86K- 0.11% |
$99.2K - $110K
|
2.62M
$98.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-2.8K- 0.78% |
$97.1K - $108K
|
355K
$13.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.55K- 3.21% |
$88.2K - $97.7K
|
76.8K
$2.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.51K- 7.38% |
$87.1K - $96.4K
|
31.5K
$1.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-2.17K- 1.37% |
$75.3K - $83.4K
|
156K
$5.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.13K- 5.42% |
$73.7K - $81.6K
|
37.1K
$1.39M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-2.11K- 10.95% |
$73.2K - $81.1K
|
17.2K
$642K
|