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 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.46K- 0.99% |
$51.7K - $55.4K
|
146K
$5.85M
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1.54K- 3.02% |
$54.5K - $58.4K
|
49.3K
$1.97M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.54K- 58.22% |
$54.7K - $58.6K
|
1.11K
$44.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.59K- 3.81% |
$56.4K - $60.4K
|
40K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-1.62K- 3.79% |
$57.6K - $61.7K
|
41.1K
$1.65M
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-1.64K- 0.68% |
$58.1K - $62.2K
|
240K
$9.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-1.73K- 14.77% |
$61.5K - $65.9K
|
10K
$400K
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.75K- 13.18% |
$61.9K - $66.3K
|
11.5K
$460K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.76K- 3.71% |
$62.3K - $66.7K
|
45.6K
$1.83M
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.77K- 3.1% |
$62.9K - $67.4K
|
55.5K
$2.22M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.85K- 3.46% |
$65.6K - $70.3K
|
51.6K
$2.06M
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-2.06K- 14.78% |
$73.3K - $78.5K
|
11.9K
$476K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.17K- 5.81% |
$77.1K - $82.5K
|
35.2K
$1.41M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.21K- 2.53% |
$78.3K - $83.9K
|
85K
$3.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-2.31K- 7.9% |
$82.1K - $87.9K
|
26.9K
$1.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.4K- 4.44% |
$85.1K - $91.1K
|
51.5K
$2.06M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.49K- 1.77% |
$88.4K - $94.7K
|
138K
$5.53M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-2.59K- 3.23% |
$91.9K - $98.5K
|
77.7K
$3.11M
|
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-2.62K- 3.24% |
$92.9K - $99.5K
|
78K
$3.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.99K- 8.08% |
$106K - $114K
|
34.1K
$1.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-3K- 2.55% |
$107K - $114K
|
115K
$4.6M
|
|
|
Nov 18, 2024
Q2 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-3.13K- 2.41% |
$111K - $119K
|
127K
$5.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.13K- 4.52% |
$111K - $119K
|
66.1K
$2.65M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.17K- 16.36% |
$113K - $121K
|
16.2K
$649K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-3.57K- 1.16% |
$127K - $136K
|
305K
$12.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3.59K- 1.31% |
$127K - $136K
|
270K
$10.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-3.62K- 1.06% |
$129K - $138K
|
338K
$13.5M
|
|
|
Jul 02, 2024
Q2 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-3.76K- 1.59% |
$133K - $143K
|
233K
$9.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-3.84K- 2.18% |
$136K - $146K
|
172K
$6.88M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
SELL
|
- |
-4.06K- 22.53% |
$144K - $154K
|
14K
$559K
|
|
|
Aug 07, 2024
Q2 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-4.31K- 0.24% |
$153K - $164K
|
1.8M
$72.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.49K- 43.52% |
$159K - $171K
|
5.82K
$233K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.56K- 22.64% |
$162K - $173K
|
15.6K
$623K
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-4.91K- 20.28% |
$174K - $187K
|
19.3K
$772K
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-5.79K- 0.81% |
$206K - $220K
|
709K
$28.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-6K- 0.42% |
$213K - $228K
|
1.41M
$56.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-6.35K- 2.14% |
$225K - $241K
|
290K
$11.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-6.78K- 14.21% |
$241K - $258K
|
41K
$1.64M
|
|
|
Aug 01, 2024
Q2 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-6.92K- 2.06% |
$246K - $263K
|
329K
$13.1M
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-7.26KClosed |
$258K - $276K
|
0
$0
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-7.77K- 26.36% |
$276K - $296K
|
21.7K
$869K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-7.92K- 16.3% |
$281K - $301K
|
40.6K
$1.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.2K- 22.42% |
$291K - $312K
|
28.4K
$1.14M
|
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-9.08K- 2.79% |
$322K - $345K
|
316K
$12.7M
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-9.59K- 36.25% |
$340K - $365K
|
16.9K
$675K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-10.1K- 9.62% |
$358K - $384K
|
94.8K
$3.79M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-10.6K- 14.19% |
$378K - $405K
|
64.4K
$2.58M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-11K- 2.43% |
$390K - $417K
|
440K
$17.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-11.5K- 5.04% |
$408K - $437K
|
216K
$8.66M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-12.3K- 35.61% |
$436K - $467K
|
22.2K
$889K
|