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 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-288- 0.39% |
$10.2K - $10.9K
|
73K
$2.73M
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-245- 1.53% |
$8.7K - $9.31K
|
15.8K
$591K
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-244- 90.04% |
$8.66K - $9.28K
|
27
$1.01K
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-242- 21.12% |
$8.59K - $9.2K
|
904
$33.8K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-242- 5.9% |
$8.59K - $9.2K
|
3.86K
$144K
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-223- 0.28% |
$7.92K - $8.48K
|
79.9K
$2.99M
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-207- 0.45% |
$7.35K - $7.87K
|
46K
$1.72M
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-206- 0.52% |
$7.31K - $7.83K
|
39.2K
$1.47M
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-203- 2.03% |
$7.21K - $7.72K
|
9.79K
$366K
|
|
Jul 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-199- 0.12% |
$7.06K - $7.57K
|
173K
$6.46M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-195- 0.25% |
$6.92K - $7.41K
|
78.7K
$2.95M
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-170- 1.03% |
$6.04K - $6.46K
|
16.3K
$610K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-148- 26.62% |
$5.25K - $5.63K
|
408
$15.3K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-145- 2.64% |
$5.15K - $5.51K
|
5.36K
$201K
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
SELL
|
- |
-141- 0.17% |
$5.01K - $5.36K
|
85.2K
$3.19M
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-135- 0.19% |
$4.79K - $5.13K
|
71.3K
$2.67M
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-118- 1.22% |
$4.19K - $4.49K
|
9.58K
$359K
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-110- 0.37% |
$3.91K - $4.18K
|
30K
$1.12M
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-81- 0.72% |
$2.88K - $3.08K
|
11.1K
$416K
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-78- 0.51% |
$2.77K - $2.97K
|
15.1K
$567K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-67- 0.85% |
$2.38K - $2.55K
|
7.83K
$293K
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-51- 0.82% |
$1.81K - $1.94K
|
6.16K
$231K
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-48- 0.27% |
$1.7K - $1.82K
|
17.4K
$652K
|
|
Aug 05, 2024
Q2 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-43- 0.1% |
$1.53K - $1.63K
|
40.9K
$1.53M
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-35- 0.04% |
$1.24K - $1.33K
|
83.2K
$3.11M
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-21- 0.97% |
$746 - $798
|
2.16K
$80.7K
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-21- 0.12% |
$746 - $798
|
17.1K
$639K
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-20- 0.08% |
$710 - $760
|
24.2K
$904K
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1- -0.0% |
$35.5 - $38
|
20.5K
$767K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-326K- 70.24% |
$10.8M - $12M
|
138K
$5.17M
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-73.2KClosed |
$2.42M - $2.69M
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-71K- 83.45% |
$2.35M - $2.61M
|
14.1K
$527K
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-70.3K- 7.86% |
$2.33M - $2.58M
|
824K
$30.8M
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-15.6K- 77.35% |
$517K - $573K
|
4.57K
$171K
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-9K- 13.41% |
$298K - $331K
|
58.1K
$2.18M
|
|
Apr 23, 2024
Q1 2024
|
Applied Capital LLC
|
SELL
|
- |
-7.82K- 17.09% |
$259K - $287K
|
38K
$1.42M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-4.9K- 15.66% |
$162K - $180K
|
26.4K
$988K
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-3K- 17.23% |
$99.5K - $110K
|
14.4K
$540K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.93K- 24.6% |
$97.2K - $108K
|
8.99K
$336K
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-2.73K- 1.42% |
$90.5K - $100K
|
189K
$7.09M
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.78K- 44.15% |
$58.9K - $65.3K
|
2.25K
$84.2K
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.47K- 11.83% |
$48.6K - $53.9K
|
10.9K
$409K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.2K- 40.46% |
$39.9K - $44.2K
|
1.77K
$66.3K
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.08K- 4.72% |
$35.9K - $39.8K
|
21.9K
$818K
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-457- 5.15% |
$15.1K - $16.8K
|
8.42K
$315K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-399- 14.76% |
$13.2K - $14.7K
|
2.31K
$86.3K
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-370- 0.54% |
$12.3K - $13.6K
|
67.6K
$2.53M
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-305- 2.43% |
$10.1K - $11.2K
|
12.2K
$458K
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-289- 1.0% |
$9.58K - $10.6K
|
28.5K
$1.07M
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-147- 1.97% |
$4.87K - $5.4K
|
7.31K
$274K
|