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 |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.4K- 4.44% |
$85.1K - $91.1K
|
51.5K
$1.93M
|
|
Jul 22, 2024
Q2 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-2.31K- 7.9% |
$82.1K - $87.9K
|
26.9K
$1.01M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.21K- 2.53% |
$78.3K - $83.9K
|
85K
$3.18M
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.17K- 5.81% |
$77.1K - $82.5K
|
35.2K
$1.32M
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-2.06K- 14.78% |
$73.3K - $78.5K
|
11.9K
$446K
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.85K- 3.46% |
$65.6K - $70.3K
|
51.6K
$1.93M
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.77K- 3.1% |
$62.9K - $67.4K
|
55.5K
$2.08M
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.76K- 3.71% |
$62.3K - $66.7K
|
45.6K
$1.71M
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.75K- 13.18% |
$61.9K - $66.3K
|
11.5K
$430K
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-1.73K- 14.77% |
$61.5K - $65.9K
|
10K
$375K
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-1.64K- 0.68% |
$58.1K - $62.2K
|
240K
$8.99M
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-1.62K- 3.79% |
$57.6K - $61.7K
|
41.1K
$1.54M
|
|
Aug 14, 2024
Q2 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.59K- 3.81% |
$56.4K - $60.4K
|
40K
$1.5M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.54K- 58.22% |
$54.7K - $58.6K
|
1.11K
$41.4K
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1.54K- 3.02% |
$54.5K - $58.4K
|
49.3K
$1.85M
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.46K- 0.99% |
$51.7K - $55.4K
|
146K
$5.47M
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.39K- 10.93% |
$49.2K - $52.7K
|
11.3K
$423K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.33K- 0.72% |
$47.1K - $50.4K
|
184K
$6.87M
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.29K- 16.09% |
$45.8K - $49.1K
|
6.73K
$252K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.17K- 1.08% |
$41.4K - $44.3K
|
107K
$4M
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.12K- 1.21% |
$39.7K - $42.5K
|
91.6K
$3.43M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.01K- 13.57% |
$36K - $38.5K
|
6.45K
$242K
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1K- 1.81% |
$35.5K - $38K
|
54.1K
$2.03M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-975- 0.67% |
$34.6K - $37.1K
|
144K
$5.39M
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
SELL
|
- |
-968- 1.05% |
$34.4K - $36.8K
|
91.6K
$3.43M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-924- 0.88% |
$32.8K - $35.1K
|
105K
$3.92M
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-914- 5.48% |
$32.4K - $34.8K
|
15.8K
$590K
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-838- 3.46% |
$29.7K - $31.9K
|
23.4K
$875K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-831- 0.78% |
$29.5K - $31.6K
|
106K
$3.96M
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-817- 0.2% |
$29K - $31.1K
|
417K
$15.6M
|
|
Jul 12, 2024
Q2 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-750- 9.07% |
$26.6K - $28.5K
|
7.52K
$282K
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-736- 7.43% |
$26.1K - $28K
|
9.17K
$343K
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-734- 0.92% |
$26.1K - $27.9K
|
79.4K
$2.97M
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-695- 13.41% |
$24.7K - $26.4K
|
4.49K
$168K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-604- 7.95% |
$21.4K - $23K
|
6.99K
$262K
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-600- 1.88% |
$21.3K - $22.8K
|
31.3K
$1.17M
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-587- 3.71% |
$20.8K - $22.3K
|
15.2K
$570K
|
|
Aug 06, 2024
Q2 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-584- 3.22% |
$20.7K - $22.2K
|
17.6K
$658K
|
|
Jul 24, 2024
Q2 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-552- 0.2% |
$19.6K - $21K
|
269K
$10.1M
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-548- 6.47% |
$19.5K - $20.8K
|
7.92K
$296K
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-473- 0.13% |
$16.8K - $18K
|
372K
$13.9M
|
|
Jul 10, 2024
Q2 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-453- 0.13% |
$16.1K - $17.2K
|
358K
$13.4M
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
SELL
|
- |
-422- 3.28% |
$15K - $16K
|
12.5K
$466K
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-416- 6.89% |
$14.8K - $15.8K
|
5.62K
$210K
|
|
Jul 30, 2024
Q2 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-390- 0.95% |
$13.8K - $14.8K
|
40.6K
$1.52M
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-369- 2.08% |
$13.1K - $14K
|
17.3K
$650K
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-343- 5.53% |
$12.2K - $13K
|
5.86K
$219K
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-335- 2.85% |
$11.9K - $12.7K
|
11.4K
$427K
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-321- 0.37% |
$11.4K - $12.2K
|
86.4K
$3.23M
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-303- 1.55% |
$10.8K - $11.5K
|
19.3K
$722K
|