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
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$33.2 - $36.8
|
8.16K
$290K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1+ 0.02% |
$33.2 - $36.8
|
6.21K
$221K
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- -0.0% |
$33.2 - $36.8
|
258K
$9.16M
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-5- 0.02% |
$166 - $184
|
29.5K
$1.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-25- 0.12% |
$829 - $919
|
21.2K
$754K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-32- 5.67% |
$1.06K - $1.18K
|
532
$18.9K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-41- 3.37% |
$1.36K - $1.51K
|
1.18K
$41.7K
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-47- -0.0% |
$1.56K - $1.73K
|
1.92M
$68.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-53- 0.88% |
$1.76K - $1.95K
|
5.95K
$211K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-59- 0.15% |
$1.96K - $2.17K
|
39.4K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-83- 2.61% |
$2.75K - $3.05K
|
3.1K
$110K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-96- 1.12% |
$3.18K - $3.53K
|
8.47K
$301K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-106- 3.17% |
$3.51K - $3.9K
|
3.24K
$115K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-111- 1.89% |
$3.68K - $4.08K
|
5.77K
$205K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-124- 0.71% |
$4.11K - $4.56K
|
17.4K
$619K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-147- 1.97% |
$4.87K - $5.4K
|
7.31K
$260K
|
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-151- 2.55% |
$5.01K - $5.55K
|
5.76K
$205K
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-155- 0.97% |
$5.14K - $5.7K
|
15.8K
$562K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-165- 0.52% |
$5.47K - $6.06K
|
31.6K
$1.12M
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-173- 0.63% |
$5.73K - $6.36K
|
27.5K
$975K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-174- 1.35% |
$5.77K - $6.39K
|
12.7K
$450K
|
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-184- 2.15% |
$6.1K - $6.76K
|
8.36K
$297K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-195- 2.16% |
$6.46K - $7.17K
|
8.82K
$313K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-203- 52.19% |
$6.73K - $7.46K
|
186
$6.61K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-222- 0.91% |
$7.36K - $8.16K
|
24.2K
$860K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-267- 0.83% |
$8.85K - $9.81K
|
31.9K
$1.13M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-289- 1.0% |
$9.58K - $10.6K
|
28.5K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-293- 2.14% |
$9.71K - $10.8K
|
13.4K
$476K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-296- 0.4% |
$9.81K - $10.9K
|
73.3K
$2.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
SELL
|
- |
-300- 0.32% |
$9.95K - $11K
|
92.5K
$3.29M
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-305- 2.43% |
$10.1K - $11.2K
|
12.2K
$435K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-355- 3.12% |
$11.8K - $13K
|
11K
$392K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-370- 0.54% |
$12.3K - $13.6K
|
67.6K
$2.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-382- 0.53% |
$12.7K - $14K
|
71.4K
$2.54M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-399- 14.76% |
$13.2K - $14.7K
|
2.31K
$81.9K
|
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-457- 5.15% |
$15.1K - $16.8K
|
8.42K
$299K
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-465- 0.98% |
$15.4K - $17.1K
|
46.9K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-477- 7.63% |
$15.8K - $17.5K
|
5.77K
$205K
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-477- 0.09% |
$15.8K - $17.5K
|
558K
$19.8M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-499- 0.47% |
$16.5K - $18.3K
|
106K
$3.75M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-551- 1.54% |
$18.3K - $20.2K
|
35.2K
$1.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-568- 4.31% |
$18.8K - $20.9K
|
12.6K
$448K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-584- 0.92% |
$19.4K - $21.5K
|
62.8K
$2.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-642- 5.19% |
$21.3K - $23.6K
|
11.7K
$417K
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-653- 1.17% |
$21.6K - $24K
|
55.1K
$1.96M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-659- 10.06% |
$21.8K - $24.2K
|
5.89K
$209K
|
|
|
Apr 22, 2024
Q1 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-672- 1.91% |
$22.3K - $24.7K
|
34.5K
$1.23M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-715- 0.36% |
$23.7K - $26.3K
|
199K
$7.07M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-732- 4.11% |
$24.3K - $26.9K
|
17.1K
$607K
|