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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-11.5K- 5.04% |
$408K - $437K
|
216K
$9.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-12.3K- 35.61% |
$436K - $467K
|
22.2K
$961K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-12.4K- 6.21% |
$439K - $470K
|
187K
$8.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-12.5K- 0.7% |
$444K - $475K
|
1.78M
$76.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-12.8K- 9.98% |
$455K - $487K
|
116K
$5M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-14.7K- 8.4% |
$521K - $558K
|
160K
$6.93M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.4K- 4.46% |
$545K - $584K
|
329K
$14.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-25.9K- 6.38% |
$918K - $983K
|
379K
$16.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-30.1K- 70.6% |
$1.07M - $1.15M
|
12.6K
$543K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-30.7K- 7.13% |
$1.09M - $1.17M
|
400K
$17.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-31.1K- 1.17% |
$1.11M - $1.18M
|
2.63M
$114M
|
|
|
Aug 07, 2024
Q2 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-32.8K- 21.6% |
$1.16M - $1.25M
|
119K
$5.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-34.7K- 9.74% |
$1.23M - $1.32M
|
322K
$13.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-35.8K- 10.78% |
$1.27M - $1.36M
|
297K
$12.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-39.4K- 12.92% |
$1.4M - $1.5M
|
265K
$11.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-55.7K- 63.74% |
$1.98M - $2.12M
|
31.7K
$1.37M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-61.1K- 42.84% |
$2.17M - $2.32M
|
81.5K
$3.53M
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-80.8K- 12.65% |
$2.87M - $3.07M
|
558K
$24.2M
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-90.5K- 64.39% |
$3.21M - $3.44M
|
50.1K
$2.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-115K- 1.02% |
$4.1M - $4.39M
|
11.2M
$483M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-126K- 10.88% |
$4.46M - $4.77M
|
1.03M
$44.5M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-157K- 34.57% |
$5.58M - $5.98M
|
298K
$12.9M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-191K- 35.44% |
$6.78M - $7.27M
|
348K
$15.1M
|