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 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-837- 8.46% |
$29K - $32.1K
|
9.05K
$323K
|
|
|
Oct 03, 2024
Q3 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-800- 10.64% |
$27.7K - $30.7K
|
6.72K
$240K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-767- 5.32% |
$26.6K - $29.4K
|
13.6K
$487K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-706- 4.66% |
$24.5K - $27.1K
|
14.4K
$515K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-695- 0.95% |
$24.1K - $26.7K
|
72.3K
$2.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-662- 2.57% |
$22.9K - $25.4K
|
25.1K
$897K
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-660- 3.04% |
$22.9K - $25.3K
|
21.1K
$752K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-626- 3.56% |
$21.7K - $24K
|
16.9K
$605K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-561- 5.29% |
$19.4K - $21.5K
|
10K
$358K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-521- 1.85% |
$18.1K - $20K
|
27.6K
$984K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-500- 0.51% |
$17.3K - $19.2K
|
97.8K
$3.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-464- 1.02% |
$16.1K - $17.8K
|
44.9K
$1.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-456- 0.63% |
$15.8K - $17.5K
|
71.6K
$2.56M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-432- 6.91% |
$15K - $16.6K
|
5.82K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-403- 3.51% |
$14K - $15.5K
|
11.1K
$396K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-325- 0.09% |
$11.3K - $12.5K
|
372K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-310- 1.97% |
$10.7K - $11.9K
|
15.5K
$552K
|
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-304- 0.76% |
$10.5K - $11.7K
|
39.7K
$1.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-264- 3.14% |
$9.15K - $10.1K
|
8.15K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-260- 2.09% |
$9.01K - $9.98K
|
12.2K
$435K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-257- 0.81% |
$8.91K - $9.86K
|
31.4K
$1.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-235- 1.34% |
$8.15K - $9.02K
|
17.4K
$620K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-209- 0.38% |
$7.24K - $8.02K
|
55.3K
$1.97M
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-209- 1.37% |
$7.24K - $8.02K
|
15K
$536K
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-181- 0.91% |
$6.27K - $6.95K
|
19.8K
$706K
|
|
|
Oct 30, 2024
Q3 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-157- 0.71% |
$5.44K - $6.03K
|
22.1K
$787K
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
SELL
|
- |
-154- 0.28% |
$5.34K - $5.91K
|
54.5K
$1.95M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-150- 1.06% |
$5.2K - $5.76K
|
14K
$501K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-126- 36.63% |
$4.37K - $4.84K
|
218
$7.78K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-123- 1.3% |
$4.26K - $4.72K
|
9.33K
$333K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-110- 0.62% |
$3.81K - $4.22K
|
17.7K
$630K
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-105- 0.45% |
$3.64K - $4.03K
|
23.2K
$829K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-66- 0.07% |
$2.29K - $2.53K
|
97.4K
$3.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-48- 0.4% |
$1.66K - $1.84K
|
11.9K
$423K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-42- 0.15% |
$1.46K - $1.61K
|
28.5K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-20- 1.24% |
$693 - $768
|
1.59K
$56.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-20- 0.06% |
$693 - $768
|
35.5K
$1.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-17- 0.17% |
$589 - $652
|
9.77K
$349K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-12- 0.76% |
$416 - $461
|
1.57K
$56.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-9- 0.04% |
$312 - $345
|
23.4K
$834K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-115K- 1.02% |
$4.1M - $4.39M
|
11.2M
$399M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-30.1K- 70.6% |
$1.07M - $1.15M
|
12.6K
$448K
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-6.78K- 14.21% |
$241K - $258K
|
41K
$1.46M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.49K- 43.52% |
$159K - $171K
|
5.82K
$208K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-2.59K- 3.23% |
$91.9K - $98.5K
|
77.7K
$2.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-1.73K- 14.77% |
$61.5K - $65.9K
|
10K
$357K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-1.62K- 3.79% |
$57.6K - $61.7K
|
41.1K
$1.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.54K- 58.22% |
$54.7K - $58.6K
|
1.11K
$39.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1K- 1.81% |
$35.5K - $38K
|
54.1K
$1.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-695- 13.41% |
$24.7K - $26.4K
|
4.49K
$160K
|
|