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 |
---|---|---|---|---|---|---|---|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-124- 0.71% |
$4.11K - $4.56K
|
17.4K
$652K
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-106- 3.17% |
$3.51K - $3.9K
|
3.24K
$121K
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-32- 5.67% |
$1.06K - $1.18K
|
532
$19.9K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-8.98K- 78.28% |
$277K - $309K
|
2.49K
$93.3K
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-7.1K- 71.0% |
$219K - $245K
|
2.9K
$109K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-6.13K- 22.64% |
$189K - $211K
|
20.9K
$784K
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-3.43K- 40.34% |
$106K - $118K
|
5.08K
$190K
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-3.22K- 5.84% |
$99.4K - $111K
|
52K
$1.95M
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.03K- 15.33% |
$62.5K - $69.8K
|
11.2K
$419K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.86K- 0.48% |
$57.4K - $64.1K
|
390K
$14.6M
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1.76K- 0.23% |
$54.3K - $60.6K
|
748K
$28M
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-760- 18.59% |
$23.5K - $26.2K
|
3.33K
$125K
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-756- 10.8% |
$23.3K - $26.1K
|
6.24K
$234K
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-600- 41.72% |
$18.5K - $20.7K
|
838
$31.4K
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
SELL
|
- |
-520- 6.67% |
$16K - $17.9K
|
7.27K
$272K
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-365- 4.94% |
$11.3K - $12.6K
|
7.02K
$263K
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-269- 1.58% |
$8.3K - $9.27K
|
16.7K
$626K
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-225- 3.49% |
$6.94K - $7.75K
|
6.22K
$233K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-173- 33.59% |
$5.34K - $5.96K
|
342
$12.8K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-691K- 78.65% |
$22.2M - $23.8M
|
188K
$7.02M
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.84K- 10.45% |
$59K - $63.3K
|
15.8K
$590K
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-584- 4.5% |
$18.7K - $20.1K
|
12.4K
$464K
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-361- 0.56% |
$11.6K - $12.4K
|
63.8K
$2.39M
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-295- 0.57% |
$9.47K - $10.2K
|
51.8K
$1.94M
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-270- 3.35% |
$8.67K - $9.29K
|
7.79K
$292K
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-165- 2.18% |
$5.3K - $5.68K
|
7.4K
$277K
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-60- 0.43% |
$1.93K - $2.07K
|
13.8K
$516K
|
|
Q2 2023 | |||||||
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-19.8K- 45.05% |
$623K - $669K
|
24.2K
$905K
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.59K- 3.18% |
$50K - $53.7K
|
48.4K
$1.81M
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.2K- 16.11% |
$37.6K - $40.4K
|
6.23K
$233K
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-984Closed |
$30.9K - $33.2K
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-615- 45.49% |
$19.3K - $20.8K
|
737
$27.6K
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-421- 4.17% |
$13.2K - $14.2K
|
9.68K
$362K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-412- 5.13% |
$13K - $13.9K
|
7.63K
$286K
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-306- 14.18% |
$9.62K - $10.3K
|
1.85K
$69.3K
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-6- 0.08% |
$189 - $203
|
7.29K
$273K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-3.43K- 12.03% |
$104K - $115K
|
25.1K
$940K
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-3.38K- 15.2% |
$103K - $113K
|
18.8K
$705K
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.79K- 37.92% |
$54.6K - $59.9K
|
2.94K
$110K
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-608- 29.34% |
$18.5K - $20.3K
|
1.46K
$54.8K
|
|
Q4 2022 | |||||||
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
SELL
|
- |
-134K- 6.43% |
$3.47M - $4.17M
|
1.95M
$73.1M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.43K- 51.74% |
$115K - $138K
|
4.13K
$155K
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.49K- 8.5% |
$38.6K - $46.3K
|
16K
$601K
|
|
Q3 2022 | |||||||
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-152K- 11.03% |
$3.91M - $4.65M
|
1.23M
$46M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-15.4K- 1.86% |
$395K - $470K
|
812K
$30.4M
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-13.8K- 27.12% |
$354K - $421K
|
37K
$1.39M
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-4.94K- 18.57% |
$127K - $151K
|
21.7K
$811K
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-4.16K- 64.04% |
$107K - $127K
|
2.34K
$87.4K
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-3.47K- 0.27% |
$89.2K - $106K
|
1.27M
$47.7M
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-575Closed |
$14.8K - $17.6K
|
0
$0
|