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 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
35.1K+ 4.91% |
$1.13M - $1.21M
|
750K
$28.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
34.9K+ 4.29% |
$1.12M - $1.2M
|
848K
$31.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
31.7K+ 42.72% |
$1.02M - $1.09M
|
106K
$3.97M
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
31.3KNew |
$1.01M - $1.08M
|
31.3K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
31.1KNew |
$1M - $1.07M
|
31.1K
$1.17M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
28.5K+ 7.84% |
$914K - $980K
|
391K
$14.7M
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
28.4K+ 3.21% |
$910K - $976K
|
913K
$34.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
27.8K+ 0.76% |
$893K - $958K
|
3.68M
$138M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
27.8K+ 75.5% |
$892K - $957K
|
64.6K
$2.43M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
27.4K+ 2.47% |
$881K - $945K
|
1.14M
$42.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
26.3K+ 6.03% |
$844K - $905K
|
463K
$17.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
26.1K+ 4.72% |
$837K - $897K
|
578K
$21.7M
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
25.4K+ 6.39% |
$816K - $875K
|
423K
$15.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
23.5K+ 7.0% |
$754K - $809K
|
359K
$13.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
21.5K+ 105.59% |
$689K - $738K
|
41.8K
$1.57M
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
21.4KNew |
$686K - $736K
|
21.4K
$803K
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
21.3K+ 61.3% |
$683K - $732K
|
56K
$2.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
20.6K+ 9.32% |
$660K - $708K
|
241K
$9.05M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
20.4K+ 0.96% |
$654K - $701K
|
2.15M
$80.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
19.2K+ 13.82% |
$616K - $660K
|
158K
$5.94M
|
|
|
Nov 01, 2023
Q3 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
19.1K+ 2.8% |
$612K - $656K
|
699K
$26.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
18.9K+ 20.31% |
$606K - $650K
|
112K
$4.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.6K+ 3.14% |
$599K - $642K
|
612K
$23M
|
|
|
Nov 09, 2023
Q3 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
18.4K+ 1.08% |
$592K - $635K
|
1.72M
$64.6M
|
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
18.2K+ 292.61% |
$584K - $627K
|
24.4K
$917K
|
|
|
Nov 14, 2023
Q3 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
17.6KNew |
$566K - $607K
|
17.6K
$662K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
17.4K+ 5.47% |
$559K - $600K
|
336K
$12.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
16.7K+ 3.37% |
$537K - $576K
|
513K
$19.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16.4K+ 8.79% |
$527K - $566K
|
203K
$7.64M
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
15.7K+ 8.31% |
$502K - $539K
|
204K
$7.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.1K+ 4.41% |
$484K - $519K
|
356K
$13.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
15K+ 8.33% |
$483K - $518K
|
196K
$7.34M
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
14.6K+ 46.37% |
$469K - $503K
|
46.1K
$1.73M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
14.2K+ 12.56% |
$455K - $488K
|
127K
$4.77M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.1K+ 6.62% |
$453K - $486K
|
228K
$8.54M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
13.9KNew |
$446K - $478K
|
13.9K
$522K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.2K+ 11.67% |
$424K - $454K
|
126K
$4.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
13KNew |
$418K - $448K
|
13K
$488K
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
12.9K+ 11.05% |
$415K - $445K
|
130K
$4.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
12K+ 1.14% |
$384K - $412K
|
1.07M
$40M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.9K+ 9.47% |
$381K - $408K
|
137K
$5.15M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
11.8K+ 16.56% |
$379K - $407K
|
83.1K
$3.12M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
11.3KNew |
$361K - $388K
|
11.3K
$423K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
11K+ 32.33% |
$355K - $380K
|
45.2K
$1.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10.2K+ 15.59% |
$327K - $351K
|
75.6K
$2.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.88KNew |
$317K - $340K
|
9.88K
$371K
|
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
9.86K+ 8.76% |
$317K - $339K
|
122K
$4.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.78K+ 4.03% |
$314K - $337K
|
252K
$9.48M
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
9.32K+ 7.07% |
$299K - $321K
|
141K
$5.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.27KNew |
$297K - $319K
|
9.27K
$348K
|