Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr (DFIV)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV) during Q1 2024. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.39M+ 41.99% |
$145M - $161M
|
14.8M
$544M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.9M+ 29.24% |
$96.2M - $107M
|
12.8M
$471M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.11M+ 315.78% |
$70M - $77.6M
|
2.78M
$102M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.9M+ 86.83% |
$62.8M - $69.7M
|
4.08M
$150M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
696K+ 170.74% |
$23.1M - $25.6M
|
1.1M
$40.5M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
693K+ 14.6% |
$23M - $25.5M
|
5.44M
$200M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
646KNew |
$21.4M - $23.7M
|
646K
$23.7M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
445K+ 313.08% |
$14.7M - $16.3M
|
587K
$21.5M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
259K+ 2.35% |
$8.6M - $9.53M
|
11.3M
$414M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
250K+ 4.13% |
$8.28M - $9.18M
|
6.3M
$231M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
182K+ 149.44% |
$6.05M - $6.7M
|
305K
$11.2M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
150K+ 204.8% |
$4.96M - $5.5M
|
223K
$8.18M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
116K+ 12.1% |
$3.86M - $4.28M
|
1.08M
$39.6M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
107K+ 4.86% |
$3.55M - $3.93M
|
2.31M
$84.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
97.6KNew |
$3.24M - $3.59M
|
97.6K
$3.58M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
86.7KNew |
$2.87M - $3.19M
|
86.7K
$3.18M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
82.9K+ 8.15% |
$2.75M - $3.04M
|
1.1M
$40.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
80.8K+ 14.48% |
$2.68M - $2.97M
|
639K
$23.5M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
77.4K+ 37.54% |
$2.57M - $2.85M
|
284K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
72K+ 4.81% |
$2.39M - $2.64M
|
1.57M
$57.6M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
68.3K+ 26.53% |
$2.26M - $2.51M
|
326K
$12M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64.5K+ 5.6% |
$2.14M - $2.37M
|
1.22M
$44.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
59.3K+ 5.64% |
$1.97M - $2.18M
|
1.11M
$40.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
58.2K+ 15.81% |
$1.93M - $2.14M
|
426K
$15.6M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
58K+ 11.89% |
$1.92M - $2.13M
|
546K
$20M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
54.2K+ 26.6% |
$1.8M - $1.99M
|
258K
$9.46M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
51.3K+ 4.65% |
$1.7M - $1.88M
|
1.15M
$42.4M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
51K+ 2.94% |
$1.69M - $1.87M
|
1.79M
$65.6M
|
|
|
Aug 20, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
48.5K+ 2.76% |
$1.61M - $1.78M
|
1.81M
$66.3M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
48K+ 2.73% |
$1.59M - $1.76M
|
1.81M
$66.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
46.5K+ 22.47% |
$1.54M - $1.71M
|
253K
$9.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
45.1K+ 106.52% |
$1.49M - $1.66M
|
87.4K
$3.21M
|
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
42.5K+ 15.93% |
$1.41M - $1.56M
|
310K
$11.4M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
39.9K+ 6.7% |
$1.32M - $1.47M
|
636K
$23.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
35.6K+ 3.17% |
$1.18M - $1.31M
|
1.16M
$42.5M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
35.6K+ 10.65% |
$1.18M - $1.31M
|
370K
$13.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.2K+ 28.46% |
$1.17M - $1.29M
|
159K
$5.84M
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
34.5K+ 9.88% |
$1.14M - $1.27M
|
383K
$14.1M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
33.2K+ 10.72% |
$1.1M - $1.22M
|
343K
$12.6M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
32.3K+ 1.68% |
$1.07M - $1.19M
|
1.96M
$71.8M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
31.5K+ 4.73% |
$1.04M - $1.16M
|
697K
$25.6M
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
31K+ 3.99% |
$1.03M - $1.14M
|
808K
$29.7M
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
30.9K+ 17.51% |
$1.02M - $1.14M
|
207K
$7.61M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
30.9K+ 4.99% |
$1.02M - $1.14M
|
651K
$23.9M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
30.6K+ 41.26% |
$1.02M - $1.13M
|
105K
$3.85M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
30.2K+ 2.57% |
$1M - $1.11M
|
1.21M
$44.3M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
30K+ 0.46% |
$996K - $1.1M
|
6.52M
$239M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29.4K+ 60.03% |
$974K - $1.08M
|
78.3K
$2.87M
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
28.4K+ 3.82% |
$941K - $1.04M
|
772K
$28.3M
|
|
|
May 15, 2024
Q1 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
28.2K+ 24.11% |
$936K - $1.04M
|
145K
$5.33M
|