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 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
728+ 6.6% |
$24.1K - $26.8K
|
11.8K
$418K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
712+ 4.52% |
$23.6K - $26.2K
|
16.5K
$585K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
653+ 6.19% |
$21.6K - $24K
|
11.2K
$398K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
635+ 31.56% |
$21.1K - $23.3K
|
2.65K
$94K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
633+ 1.76% |
$21K - $23.3K
|
36.5K
$1.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
596+ 0.46% |
$19.8K - $21.9K
|
129K
$4.59M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
583+ 4.35% |
$19.3K - $21.4K
|
14K
$496K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
580+ 16.48% |
$19.2K - $21.3K
|
4.1K
$146K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
577+ 0.39% |
$19.1K - $21.2K
|
149K
$5.29M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
533+ 2.66% |
$17.7K - $19.6K
|
20.5K
$730K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
512+ 3.03% |
$17K - $18.8K
|
17.4K
$619K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
511+ 10.24% |
$16.9K - $18.8K
|
5.5K
$195K
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
BUY
|
- |
470+ 0.87% |
$15.6K - $17.3K
|
54.5K
$1.94M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
461+ 4.07% |
$15.3K - $16.9K
|
11.8K
$418K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
419+ 5.94% |
$13.9K - $15.4K
|
7.47K
$265K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
374New |
$12.4K - $13.7K
|
374
$13.3K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
360+ 1.6% |
$11.9K - $13.2K
|
22.9K
$813K
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
353+ 1.17% |
$11.7K - $13K
|
30.6K
$1.09M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
333+ 0.38% |
$11K - $12.2K
|
87.2K
$3.1M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
313New |
$10.4K - $11.5K
|
313
$11.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
279+ 1.09% |
$9.25K - $10.3K
|
25.9K
$920K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
244+ 903.7% |
$8.09K - $8.97K
|
271
$9.63K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
216+ 1.33% |
$7.16K - $7.94K
|
16.5K
$587K
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
204+ 0.85% |
$6.76K - $7.5K
|
24.2K
$860K
|
|
|
May 02, 2024
Q1 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
195+ 0.18% |
$6.46K - $7.17K
|
109K
$3.87M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
160+ 1.01% |
$5.3K - $5.88K
|
16K
$569K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
160New |
$5.3K - $5.88K
|
160
$5.68K
|
|
|
Apr 29, 2024
Q1 2024
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
150+ 0.1% |
$4.97K - $5.51K
|
152K
$5.39M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
127+ 488.46% |
$4.21K - $4.67K
|
153
$5.43K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
111New |
$3.68K - $4.08K
|
111
$3.94K
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
53+ 0.24% |
$1.76K - $1.95K
|
22.2K
$787K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
46+ 0.43% |
$1.52K - $1.69K
|
10.7K
$382K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
45New |
$1.49K - $1.65K
|
45
$1.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
43+ 0.17% |
$1.43K - $1.58K
|
24.7K
$879K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
38+ 0.08% |
$1.26K - $1.4K
|
50.6K
$1.8M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
37+ 0.22% |
$1.23K - $1.36K
|
16.5K
$587K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
33+ 0.59% |
$1.09K - $1.21K
|
5.61K
$199K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
32+ 0.18% |
$1.06K - $1.18K
|
18K
$640K
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
26+ 0.26% |
$862 - $956
|
9.99K
$355K
|
|
|
Apr 15, 2024
Q1 2024
|
Exeter Financial, LLC
|
BUY
|
- |
20+ 0.23% |
$663 - $735
|
8.81K
$313K
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
BUY
|
- |
18+ 0.03% |
$597 - $662
|
54.6K
$1.94M
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
17+ 0.2% |
$564 - $625
|
8.47K
$301K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
15+ 0.05% |
$497 - $551
|
28.1K
$998K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
14+ 0.24% |
$464 - $515
|
5.76K
$205K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
11+ 0.03% |
$365 - $404
|
40.4K
$1.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
6+ 0.21% |
$199 - $221
|
2.9K
$103K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6+ 0.27% |
$199 - $221
|
2.27K
$80.6K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5+ 0.07% |
$166 - $184
|
6.9K
$245K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
4+ 0.01% |
$133 - $147
|
46.4K
$1.65M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
4+ 0.0% |
$133 - $147
|
121K
$4.3M
|