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
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
9.1K+ 0.62% |
$302K - $334K
|
1.49M
$52.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
8.53K+ 1.2% |
$283K - $313K
|
720K
$25.6M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
8.51KNew |
$282K - $313K
|
8.51K
$302K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
8.28K+ 6.26% |
$275K - $304K
|
141K
$4.99M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
8.26K+ 16.44% |
$274K - $303K
|
58.5K
$2.08M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.25K+ 78.54% |
$274K - $303K
|
18.8K
$666K
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
8.24KNew |
$273K - $303K
|
8.24K
$293K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
8.02KNew |
$266K - $295K
|
8.02K
$285K
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
8.01K+ 1.78% |
$265K - $294K
|
459K
$16.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
7.82K+ 6.31% |
$259K - $287K
|
132K
$4.68M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
7.6KNew |
$252K - $279K
|
7.6K
$270K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.6KNew |
$252K - $279K
|
7.6K
$270K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
7.54K+ 1.74% |
$250K - $277K
|
440K
$15.6M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.4KNew |
$245K - $272K
|
7.4K
$263K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.2K+ 68.41% |
$239K - $264K
|
17.7K
$629K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.04KNew |
$233K - $259K
|
7.04K
$250K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
7.04KNew |
$233K - $259K
|
7.04K
$250K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7.02K+ 63.13% |
$233K - $258K
|
18.2K
$645K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.01K+ 1.88% |
$232K - $258K
|
379K
$13.5M
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
6.94KNew |
$230K - $255K
|
6.94K
$247K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.77KNew |
$225K - $249K
|
6.77K
$241K
|
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6.74K+ 14.1% |
$224K - $248K
|
54.6K
$1.94M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6.73K+ 4.77% |
$223K - $247K
|
148K
$5.24M
|
|
|
May 13, 2024
Q1 2024
|
Schubert & CO
|
BUY
|
- |
6.64K+ 13.36% |
$220K - $244K
|
56.3K
$2M
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
BUY
|
- |
6.55K+ 3.21% |
$217K - $241K
|
211K
$7.48M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.44K+ 2.79% |
$213K - $237K
|
237K
$8.41M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
6.44K+ 89.91% |
$213K - $237K
|
13.6K
$483K
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
6.38KNew |
$212K - $235K
|
6.38K
$227K
|
|
|
Apr 24, 2024
Q1 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.85KNew |
$194K - $215K
|
5.85K
$208K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.83K+ 12.58% |
$193K - $214K
|
52.1K
$1.85M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
5.62KNew |
$186K - $206K
|
5.62K
$200K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.6KNew |
$186K - $206K
|
5.6K
$199K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
5.54K+ 39.44% |
$184K - $204K
|
19.6K
$696K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.52KNew |
$183K - $203K
|
5.52K
$196K
|
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
5.41K+ 39.34% |
$179K - $199K
|
19.2K
$681K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
5.18K+ 72.22% |
$172K - $190K
|
12.4K
$439K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.18K+ 17.52% |
$172K - $190K
|
34.7K
$1.23M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.18K+ 17.52% |
$172K - $190K
|
34.7K
$1.23M
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
5.15K+ 2.66% |
$171K - $189K
|
199K
$7.06M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.04K+ 3.7% |
$167K - $185K
|
141K
$5.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
5.02K+ 1.72% |
$166K - $184K
|
296K
$10.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4.85K+ 6.64% |
$161K - $178K
|
77.9K
$2.77M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.83K+ 0.76% |
$160K - $177K
|
641K
$22.8M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
4.74K+ 14.61% |
$157K - $174K
|
37.2K
$1.32M
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
4.61K+ 3.69% |
$153K - $169K
|
130K
$4.61M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.48K+ 6.02% |
$149K - $165K
|
78.9K
$2.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
4.42K+ 2.96% |
$147K - $163K
|
154K
$5.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.42K+ 0.79% |
$146K - $162K
|
564K
$20M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.39K+ 2.15% |
$146K - $161K
|
208K
$7.4M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.32K+ 13.17% |
$143K - $159K
|
37.1K
$1.32M
|