Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr (DFIV)
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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.93K+ 35.25% |
$175K - $188K
|
18.9K
$757K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.82K+ 0.85% |
$171K - $183K
|
569K
$22.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
4.79K+ 0.85% |
$170K - $182K
|
571K
$22.9M
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.72K+ 80.24% |
$168K - $180K
|
10.6K
$424K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.03K+ 52.99% |
$143K - $153K
|
11.6K
$465K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.97K+ 4.76% |
$141K - $151K
|
87.4K
$3.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
3.83K+ 2.48% |
$136K - $145K
|
158K
$6.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
3.76K+ 2.89% |
$133K - $143K
|
134K
$5.35M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.75K+ 20.12% |
$133K - $143K
|
22.4K
$896K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.74K+ 63.56% |
$133K - $142K
|
9.63K
$385K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
3.74K+ 13.18% |
$133K - $142K
|
32.1K
$1.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.48K+ 7.18% |
$123K - $132K
|
51.9K
$2.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
3.43K+ 59.48% |
$122K - $131K
|
9.21K
$368K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.41K+ 16.61% |
$121K - $130K
|
24K
$959K
|
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
BUY
|
- |
3.38K+ 1.6% |
$120K - $128K
|
214K
$8.56M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.2K+ 6.14% |
$114K - $122K
|
55.3K
$2.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
3.17K+ 47.08% |
$112K - $120K
|
9.89K
$396K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.14K+ 0.37% |
$112K - $119K
|
854K
$34.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
3.14K+ 1.32% |
$111K - $119K
|
242K
$9.67M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.14K+ 2.11% |
$111K - $119K
|
152K
$6.08M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
3.12KNew |
$111K - $118K
|
3.12K
$125K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3K+ 0.68% |
$106K - $114K
|
443K
$17.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
2.97K+ 0.8% |
$105K - $113K
|
373K
$14.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2.83K+ 0.64% |
$101K - $108K
|
447K
$17.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
2.5K+ 17.44% |
$88.7K - $95K
|
16.8K
$673K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.46K+ 0.64% |
$87.4K - $93.6K
|
386K
$15.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.39K+ 0.5% |
$84.8K - $90.9K
|
481K
$19.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
2.26K+ 15.18% |
$80.1K - $85.7K
|
17.1K
$685K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
2.23K+ 14.53% |
$79.2K - $84.9K
|
17.6K
$704K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.1KNew |
$74.6K - $79.8K
|
2.1K
$84K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.05K+ 11.31% |
$72.9K - $78.1K
|
20.2K
$809K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.04K+ 0.86% |
$72.2K - $77.4K
|
239K
$9.56M
|
|
|
Jul 19, 2024
Q2 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
2.02K+ 1.87% |
$71.7K - $76.8K
|
110K
$4.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.01K+ 0.82% |
$71.5K - $76.5K
|
248K
$9.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
2K+ 2.28% |
$71K - $76K
|
89.6K
$3.59M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.96K+ 33.95% |
$69.5K - $74.4K
|
7.73K
$309K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.88K+ 31.38% |
$66.9K - $71.6K
|
7.89K
$316K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.88K+ 3.5% |
$66.6K - $71.3K
|
55.5K
$2.22M
|
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
1.87K+ 2.82% |
$66.3K - $71.1K
|
68.2K
$2.73M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.85K+ 7.93% |
$65.8K - $70.5K
|
25.2K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.76K+ 1.58% |
$62.6K - $67K
|
113K
$4.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.7KNew |
$60.4K - $64.6K
|
1.7K
$68K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.68K+ 0.49% |
$59.7K - $63.9K
|
347K
$13.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.62K+ 4.58% |
$57.3K - $61.4K
|
36.9K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.58K+ 14.55% |
$56.2K - $60.2K
|
12.5K
$499K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
1.58KNew |
$56.2K - $60.2K
|
1.58K
$63.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.58K+ 7.14% |
$56.1K - $60.1K
|
23.7K
$950K
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.5K+ 3.42% |
$53.2K - $57K
|
45.3K
$1.81M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.48K+ 0.99% |
$52.6K - $56.3K
|
151K
$6.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.42K+ 1.48% |
$50.4K - $54K
|
97.5K
$3.9M
|