Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr (DFIV)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3.68M+ 8996.71% |
$118M - $127M
|
3.73M
$139M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.66M+ 8618.48% |
$85.4M - $91.5M
|
2.69M
$101M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.13MNew |
$68.4M - $73.3M
|
2.13M
$79.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.61M+ 20.86% |
$51.6M - $55.3M
|
9.32M
$348M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.37M+ 25735.37% |
$44M - $47.2M
|
1.38M
$51.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
792K+ 9.82% |
$25.4M - $27.3M
|
8.86M
$331M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
764KNew |
$24.5M - $26.3M
|
764K
$28.6M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
648KNew |
$20.8M - $22.3M
|
648K
$24.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
598K+ 12.0% |
$19.2M - $20.6M
|
5.58M
$209M
|
|
|
Nov 14, 2023
Q3 2023
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
451KNew |
$14.5M - $15.5M
|
451K
$16.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
371K+ 25.0% |
$11.9M - $12.8M
|
1.85M
$69.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
286K+ 8.56% |
$9.19M - $9.85M
|
3.63M
$136M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
226K+ 2.01% |
$7.27M - $7.79M
|
11.5M
$431M
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
BUY
|
- |
212K+ 870.0% |
$6.8M - $7.29M
|
236K
$8.83M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
197KNew |
$6.31M - $6.77M
|
197K
$7.35M
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
189K+ 34.61% |
$6.06M - $6.5M
|
734K
$27.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
159K+ 27.95% |
$5.11M - $5.48M
|
728K
$27.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
125KNew |
$4.02M - $4.31M
|
125K
$4.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
120K+ 13.49% |
$3.84M - $4.12M
|
1.01M
$37.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
112K+ 14.69% |
$3.6M - $3.86M
|
875K
$32.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
111K+ 22.08% |
$3.57M - $3.83M
|
615K
$23M
|
|
|
Nov 03, 2023
Q3 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
109KNew |
$3.5M - $3.75M
|
109K
$4.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
103K+ 153.8% |
$3.31M - $3.55M
|
170K
$6.36M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
99K+ 36.56% |
$3.18M - $3.41M
|
370K
$13.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
98.1K+ 10.84% |
$3.15M - $3.38M
|
1M
$37.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
96.7K+ 137.51% |
$3.1M - $3.33M
|
167K
$6.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
92.9KNew |
$2.98M - $3.2M
|
92.9K
$3.47M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
92.9K+ 16.76% |
$2.98M - $3.2M
|
647K
$24.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
90.3K+ 13.15% |
$2.9M - $3.11M
|
777K
$29M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
74.1K+ 4.5% |
$2.38M - $2.55M
|
1.72M
$64.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
74K+ 22.39% |
$2.38M - $2.55M
|
404K
$15.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
67.8K+ 20.93% |
$2.18M - $2.33M
|
392K
$14.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
64.2K+ 204.29% |
$2.06M - $2.21M
|
95.6K
$3.58M
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
60.4K+ 46.34% |
$1.94M - $2.08M
|
191K
$7.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
56.2K+ 23.24% |
$1.81M - $1.94M
|
298K
$11.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
53.3K+ 15.25% |
$1.71M - $1.83M
|
403K
$15.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
51.6K+ 15.1% |
$1.66M - $1.78M
|
393K
$14.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
51.2K+ 10.16% |
$1.64M - $1.76M
|
555K
$20.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
45.5K+ 14.28% |
$1.46M - $1.57M
|
364K
$13.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
44.3K+ 22.25% |
$1.42M - $1.53M
|
244K
$9.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
43K+ 10.34% |
$1.38M - $1.48M
|
459K
$17.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
42.8K+ 0.66% |
$1.37M - $1.47M
|
6.49M
$243M
|
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
42.3K+ 38.29% |
$1.36M - $1.45M
|
153K
$5.71M
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
42.1K+ 4.13% |
$1.35M - $1.45M
|
1.06M
$39.7M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
41.4K+ 64.29% |
$1.33M - $1.42M
|
106K
$3.95M
|
|
|
Oct 26, 2023
Q3 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
40.8K+ 159.5% |
$1.31M - $1.4M
|
66.3K
$2.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
38.3K+ 78.78% |
$1.23M - $1.32M
|
87K
$3.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
36.4K+ 1.42% |
$1.17M - $1.25M
|
2.6M
$97.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36.2K+ 21.68% |
$1.16M - $1.25M
|
203K
$7.61M
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
35.6K+ 20.03% |
$1.14M - $1.22M
|
213K
$7.97M
|