Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr (DFIV)

DFIV Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV) during Q2 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
Jul 17, 2024 Q2 2024
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
39.4K
+ 14.69%
$1.4M - $1.5M
308K $12.3M
Jul 30, 2024 Q2 2024
Tci Wealth Advisors, Inc.

BUY
 -
39.2K
+ 3.25%
$1.39M - $1.49M
1.25M $49.8M
Aug 06, 2024 Q2 2024
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
37.5K
+ 23.19%
$1.33M - $1.42M
199K $7.97M
Jul 17, 2024 Q2 2024
Mattern Wealth Management LLC

BUY
 -
37.1K
+ 99.65%
$1.32M - $1.41M
74.3K $2.97M
Aug 13, 2024 Q2 2024
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
35.8K
+ 14.63%
$1.27M - $1.36M
281K $11.2M
Aug 02, 2024 Q2 2024
Total Wealth Planning, LLC

BUY
 -
33.7K
+ 5.18%
$1.2M - $1.28M
684K $27.4M
Aug 14, 2024 Q2 2024
Mml Investors Services, LLC

Springfield, MA
BUY
 -
33.5K
+ 27.13%
$1.19M - $1.27M
157K $6.29M
Jul 12, 2024 Q2 2024
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
33K
+ 11.63%
$1.17M - $1.26M
317K $12.7M
Jul 16, 2024 Q2 2024
Acropolis Investment Management, LLC

BUY
 -
29.8K
+ 7.45%
$1.06M - $1.13M
430K $17.2M
Aug 12, 2024 Q2 2024
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
29.6K
+ 4.24%
$1.05M - $1.12M
726K $29.1M
Aug 02, 2024 Q2 2024
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
28.1K
+ 440.4%
$998K - $1.07M
34.5K $1.38M
Aug 05, 2024 Q2 2024
Private Advisor Group, LLC

BUY
 -
27.5K
+ 25.03%
$975K - $1.04M
137K $5.49M
Aug 09, 2024 Q2 2024
Plancorp, LLC

BUY
 -
27.1K
+ 1.04%
$963K - $1.03M
2.64M $106M
Jul 18, 2024 Q2 2024
Barnes Pettey Financial Advisors, LLC

BUY
 -
27K
+ 39.65%
$959K - $1.03M
95.2K $3.81M
Jul 25, 2024 Q2 2024
Cordant, Inc.

Portland, OR
BUY
 -
26.3K
+ 20.01%
$935K - $1M
158K $6.33M
Aug 13, 2024 Q2 2024
Legacy Financial Advisors, Inc.

BUY
 -
25.7K
New
$911K - $976K
25.7K $1.03M
Aug 08, 2024 Q2 2024
Steward Partners Investment Advisory, LLC

BUY
 -
25.1K
+ 32.05%
$891K - $954K
103K $4.14M
Jul 15, 2024 Q2 2024
Gemmer Asset Management LLC

BUY
 -
24.4K
+ 221.71%
$868K - $930K
35.5K $1.42M
Aug 12, 2024 Q2 2024
Austin Asset Management CO Inc

BUY
 -
23.5K
+ 11.88%
$834K - $893K
221K $8.85M
Aug 05, 2024 Q2 2024
Verus Financial Partners, Inc.

BUY
 -
23.3K
+ 3.02%
$828K - $887K
796K $31.8M
Aug 02, 2024 Q2 2024
Index Fund Advisors, Inc.

BUY
 -
22.7K
+ 0.62%
$805K - $863K
3.67M $147M
Aug 01, 2024 Q2 2024
Tortoise Investment Management, LLC

BUY
 -
22.5K
+ 36.12%
$798K - $854K
84.7K $3.39M
Aug 01, 2024 Q2 2024
Squire Investment Management Company, LLC

Orem, UT
BUY
 -
21.9K
+ 7.07%
$777K - $832K
332K $13.3M
Jul 02, 2024 Q2 2024
Peirce Capital Management, LLC

The Woodlands, TX
BUY
 -
21.2K
+ 5.81%
$753K - $807K
386K $15.5M
Aug 12, 2024 Q2 2024
Elevate Wealth Advisory, Inc

Athens, GA
BUY
 -
20.9K
+ 10.1%
$743K - $796K
228K $9.14M
Dec 26, 2024 Q2 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
20.6K
+ 5.75%
$733K - $785K
379K $15.2M
Feb 27, 2025 Q2 2024
Reap Financial Group, LLC

Austin, TX
BUY
 -
20.2K
+ 18.63%
$717K - $768K
129K $5.15M
Aug 12, 2024 Q2 2024
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
19.4K
+ 5.65%
$687K - $736K
362K $14.5M
Jul 25, 2024 Q2 2024
Keb Asset Management, LLC

Springfield, IL
BUY
 -
19.1K
+ 2.74%
$679K - $727K
718K $28.7M
Jul 30, 2024 Q2 2024
Fonville Wealth Management LLC

Richmond, VA
BUY
 -
18.5K
+ 12.14%
$658K - $705K
171K $6.86M
Aug 14, 2024 Q2 2024
Betterment LLC

New York, NY
BUY
 -
18.5K
+ 18.19%
$658K - $704K
120K $4.82M
Jul 30, 2024 Q2 2024
Sterling Financial Planning, Inc.

BUY
 -
17.9K
+ 7.45%
$635K - $680K
258K $10.3M
Aug 12, 2024 Q2 2024
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
17.7K
+ 3.25%
$629K - $673K
563K $22.5M
Jul 12, 2024 Q2 2024
True Link Financial Advisors, LLC

BUY
 -
17K
+ 1.69%
$604K - $647K
1.03M $41M
Jul 19, 2024 Q2 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
16.7K
+ 6.55%
$592K - $634K
271K $10.8M
Jul 22, 2024 Q2 2024
Fifth Third Bancorp

BUY
 -
16.2K
+ 137.91%
$577K - $618K
28K $1.12M
Jul 26, 2024 Q2 2024
Breakwater Capital Group

Paramus, NJ
BUY
 -
16K
+ 28.25%
$569K - $610K
72.8K $2.91M
Jul 30, 2024 Q2 2024
Americana Partners, LLC

Houston, TX
BUY
 -
15.9K
New
$564K - $604K
15.9K $636K
Aug 14, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
15.3K
+ 44.17%
$544K - $583K
50.1K $2M
Oct 17, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
15.3K
+ 44.17%
$544K - $583K
50.1K $2M
Aug 14, 2024 Q2 2024
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
15.1K
+ 40.72%
$537K - $575K
52.3K $2.09M
Jul 24, 2024 Q2 2024
Herold Advisors, Inc.

BUY
 -
13.9K
+ 44.9%
$494K - $529K
44.9K $1.8M
Jul 22, 2024 Q2 2024
Elser Financial Planning, Inc

Indianapolis, IN
BUY
 -
13.7K
New
$487K - $521K
13.7K $549K
Jul 26, 2024 Q2 2024
Arcadia Wealth Management, LLC

Manchester, NH
BUY
 -
13.5K
New
$480K - $514K
13.5K $541K
Aug 14, 2024 Q2 2024
Equitable Holdings, Inc.

New York, NY
BUY
 -
13.4K
+ 4.62%
$475K - $508K
303K $12.1M
Jul 31, 2024 Q2 2024
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
13.1K
New
$464K - $497K
13.1K $523K
Aug 14, 2024 Q2 2024
Quadcap Wealth Management, LLC

Frisco, TX
BUY
 -
12.6K
New
$446K - $477K
12.6K $502K
Aug 12, 2024 Q2 2024
Strategic Financial Services, Inc,

Utica, NY
BUY
 -
12.1K
+ 1.5%
$431K - $462K
820K $32.8M
Aug 08, 2024 Q2 2024
Wealth Architects, LLC

BUY
 -
12K
+ 1.89%
$427K - $458K
648K $25.9M

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