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
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-737- 1.77% |
$24.4K - $27.1K
|
41K
$1.46M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-741- 0.91% |
$24.6K - $27.2K
|
80.3K
$2.85M
|
|
|
Apr 17, 2024
Q1 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-753- 3.98% |
$25K - $27.7K
|
18.1K
$645K
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-833- 12.4% |
$27.6K - $30.6K
|
5.89K
$209K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-846- 1.04% |
$28K - $31.1K
|
80.2K
$2.85M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-854- 2.76% |
$28.3K - $31.4K
|
30.1K
$1.07M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.08K- 4.72% |
$35.9K - $39.8K
|
21.9K
$776K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.12K- 2.53% |
$37K - $41K
|
43K
$1.53M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.2K- 40.46% |
$39.9K - $44.2K
|
1.77K
$62.9K
|
|
|
May 08, 2024
Q1 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.38K- 1.84% |
$45.7K - $50.7K
|
73.4K
$2.61M
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.47K- 11.83% |
$48.6K - $53.9K
|
10.9K
$388K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.53K- 63.18% |
$50.6K - $56.1K
|
890
$31.6K
|
|
|
Apr 04, 2024
Q1 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-1.56K- 0.43% |
$51.6K - $57.2K
|
358K
$12.7M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.59K- 7.87% |
$52.8K - $58.5K
|
18.6K
$662K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.61K- 1.61% |
$53.3K - $59.1K
|
98.1K
$3.49M
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.63K- 1.72% |
$53.9K - $59.7K
|
92.7K
$3.29M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.68K- 0.24% |
$55.7K - $61.7K
|
703K
$25M
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1.7K- 0.62% |
$56.4K - $62.5K
|
273K
$9.71M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.78K- 44.15% |
$58.9K - $65.3K
|
2.25K
$79.8K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.81K- 0.68% |
$59.9K - $66.4K
|
264K
$9.37M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-1.83K- 12.43% |
$60.6K - $67.2K
|
12.9K
$457K
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-1.93K- 2.83% |
$64.1K - $71K
|
66.3K
$2.35M
|
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-2.42K- 1.38% |
$80.4K - $89.1K
|
173K
$6.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.49K- 0.72% |
$82.5K - $91.5K
|
345K
$12.2M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.52K- 5.7% |
$83.4K - $92.4K
|
41.6K
$1.48M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-2.63K- 4.38% |
$87K - $96.5K
|
57.2K
$2.03M
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-2.68K- 5.01% |
$89K - $98.6K
|
50.8K
$1.81M
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-2.73K- 1.42% |
$90.5K - $100K
|
189K
$6.73M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.82K- 4.73% |
$93.5K - $104K
|
56.8K
$2.02M
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-2.83K- 22.22% |
$93.7K - $104K
|
9.9K
$352K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.86K- 3.32% |
$94.7K - $105K
|
83.2K
$2.95M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.93K- 24.6% |
$97.2K - $108K
|
8.99K
$319K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.95K- 5.73% |
$97.9K - $108K
|
48.6K
$1.73M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-3K- 17.23% |
$99.5K - $110K
|
14.4K
$512K
|
|
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-3.2K- 0.23% |
$106K - $117K
|
1.41M
$50.2M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-3.4K- 0.13% |
$113K - $125K
|
2.62M
$93M
|
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
SELL
|
- |
-3.56K- 20.61% |
$118K - $131K
|
13.7K
$488K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-3.76K- 0.83% |
$125K - $138K
|
451K
$16M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.06K- 7.89% |
$134K - $149K
|
47.4K
$1.68M
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-4.47K- 8.24% |
$148K - $164K
|
49.8K
$1.77M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-4.72K- 28.68% |
$157K - $174K
|
11.7K
$417K
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-4.77K- 0.66% |
$158K - $175K
|
715K
$25.4M
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-4.89K- 5.87% |
$162K - $180K
|
78.4K
$2.78M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-4.9K- 15.66% |
$162K - $180K
|
26.4K
$937K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-4.97K- 22.98% |
$165K - $183K
|
16.7K
$592K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5.07K- 26.88% |
$168K - $186K
|
13.8K
$489K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-5.2K- 3.46% |
$172K - $191K
|
145K
$5.15M
|
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-5.24K- 1.58% |
$174K - $192K
|
326K
$11.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-5.4K- 1.27% |
$179K - $198K
|
418K
$14.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-5.74K- 2.32% |
$190K - $211K
|
242K
$8.59M
|