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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
4.16K+ 3.35% |
$138K - $153K
|
128K
$4.56M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.02K+ 41.55% |
$133K - $148K
|
13.7K
$486K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
3.86K+ 33.57% |
$128K - $142K
|
15.4K
$546K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
3.71K+ 56.1% |
$123K - $136K
|
10.3K
$366K
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.58K+ 8.89% |
$119K - $131K
|
43.8K
$1.56M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.51K+ 0.41% |
$116K - $129K
|
851K
$30.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
3.48K+ 3.33% |
$115K - $128K
|
108K
$3.83M
|
|
|
May 03, 2024
Q1 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
3.37K+ 0.92% |
$112K - $124K
|
370K
$13.2M
|
|
|
May 10, 2024
Q1 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
3.24K+ 2.4% |
$107K - $119K
|
138K
$4.91M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
3.2K+ 44.37% |
$106K - $118K
|
10.4K
$370K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.15K+ 60.69% |
$105K - $116K
|
8.35K
$297K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.04K+ 17.11% |
$101K - $112K
|
20.8K
$738K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.96K+ 3.18% |
$98.2K - $109K
|
96.1K
$3.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
2.77K+ 2.64% |
$92K - $102K
|
108K
$3.84M
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
2.71K+ 23.28% |
$89.7K - $99.4K
|
14.3K
$509K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.69K+ 81.28% |
$89.2K - $98.9K
|
6K
$213K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.61K+ 2.17% |
$86.4K - $95.8K
|
123K
$4.36M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.46K+ 8.26% |
$81.5K - $90.4K
|
32.2K
$1.14M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.39K+ 13.46% |
$79.1K - $87.7K
|
20.1K
$715K
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2.33K+ 1.26% |
$77.1K - $85.5K
|
186K
$6.62M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.3KNew |
$76.1K - $84.3K
|
2.3K
$81.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2.27K+ 0.68% |
$75.2K - $83.4K
|
335K
$11.9M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.17K+ 24.9% |
$71.9K - $79.7K
|
10.9K
$386K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.16K+ 4.56% |
$71.5K - $79.3K
|
49.5K
$1.76M
|
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
BUY
|
- |
2.06K+ 0.24% |
$68.2K - $75.6K
|
870K
$30.9M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.98K+ 2.32% |
$65.8K - $72.9K
|
87.6K
$3.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
1.94K+ 0.83% |
$64.4K - $71.4K
|
237K
$8.41M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.93K+ 1.22% |
$64K - $70.9K
|
160K
$5.67M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.89K+ 14.7% |
$62.5K - $69.3K
|
14.7K
$522K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.88K+ 3.62% |
$62.4K - $69.2K
|
53.9K
$1.92M
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.79K+ 0.75% |
$59.2K - $65.6K
|
238K
$8.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.69K+ 2.07% |
$56.1K - $62.2K
|
83.4K
$2.96M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.58K+ 30.81% |
$52.5K - $58.2K
|
6.73K
$239K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.53KNew |
$50.8K - $56.3K
|
1.53K
$54.4K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.5K+ 2.87% |
$49.7K - $55.1K
|
53.6K
$1.91M
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
1.39K+ 8.64% |
$46.1K - $51.1K
|
17.5K
$621K
|
|
|
Apr 26, 2024
Q1 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
1.29K+ 0.66% |
$42.8K - $47.4K
|
198K
$7.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.26K+ 2.79% |
$41.6K - $46.1K
|
46.3K
$1.64M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.12KNew |
$37K - $41K
|
1.12K
$39.6K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.11K+ 5.99% |
$36.7K - $40.6K
|
19.6K
$695K
|
|
|
May 14, 2024
Q1 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
1.06K+ 0.52% |
$35K - $38.8K
|
204K
$7.24M
|
|
|
May 13, 2024
Q1 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.05K+ 0.29% |
$34.9K - $38.7K
|
364K
$12.9M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.05KNew |
$34.8K - $38.6K
|
1.05K
$37.3K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.01K+ 0.33% |
$33.5K - $37.2K
|
308K
$10.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
889+ 9.32% |
$29.5K - $32.7K
|
10.4K
$371K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
832+ 3.16% |
$27.6K - $30.6K
|
27.2K
$966K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
828+ 4.21% |
$27.4K - $30.4K
|
20.5K
$727K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
827+ 0.45% |
$27.4K - $30.4K
|
185K
$6.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
799+ 4.44% |
$26.5K - $29.4K
|
18.8K
$668K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
773+ 5.85% |
$25.6K - $28.4K
|
14K
$497K
|