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 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
9.02K+ 368.81% |
$290K - $311K
|
11.5K
$430K
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
9KNew |
$289K - $310K
|
9K
$337K
|
|
|
Oct 24, 2023
Q3 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
8.88K+ 3.23% |
$285K - $305K
|
284K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
8.53K+ 47.6% |
$274K - $294K
|
26.5K
$992K
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
8.13K+ 4.32% |
$261K - $280K
|
196K
$7.35M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
7.98K+ 0.75% |
$256K - $275K
|
1.07M
$40.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.97K+ 11.31% |
$256K - $274K
|
78.4K
$2.94M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
7.53K+ 2.72% |
$242K - $259K
|
284K
$10.6M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
7.45KNew |
$239K - $256K
|
7.45K
$279K
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
7.44K+ 7.54% |
$239K - $256K
|
106K
$3.98M
|
|
|
Nov 07, 2023
Q3 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
7.16K+ 0.45% |
$230K - $246K
|
1.61M
$60.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
7.16K+ 12.55% |
$230K - $246K
|
64.2K
$2.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.93K+ 3.87% |
$222K - $238K
|
186K
$6.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.74K+ 107.93% |
$216K - $232K
|
13K
$487K
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
6.66K+ 1.66% |
$214K - $229K
|
408K
$15.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.57K+ 5.96% |
$211K - $226K
|
117K
$4.38M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.51K+ 13.96% |
$209K - $224K
|
53.1K
$1.99M
|
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
6.45K+ 0.86% |
$207K - $222K
|
754K
$28.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.16K+ 6.76% |
$198K - $212K
|
97.3K
$3.65M
|
|
|
Oct 12, 2023
Q3 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
5.98K+ 2.71% |
$192K - $206K
|
227K
$8.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.68K+ 41.02% |
$182K - $196K
|
19.5K
$732K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
5.64K+ 1.5% |
$181K - $194K
|
382K
$14.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
5.6K+ 0.81% |
$180K - $193K
|
700K
$26.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
BUY
|
- |
5.56K+ 2.96% |
$179K - $192K
|
194K
$7.26M
|
|
|
Nov 01, 2023
Q3 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
5.49K+ 6.77% |
$176K - $189K
|
86.6K
$3.25M
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
5.45K+ 7.53% |
$175K - $188K
|
77.9K
$2.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.34K+ 10.03% |
$172K - $184K
|
58.6K
$2.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
5.17K+ 2.33% |
$166K - $178K
|
228K
$8.53M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.94K+ 22.08% |
$159K - $170K
|
27.3K
$1.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
4.86K+ 0.88% |
$156K - $167K
|
555K
$20.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
4.84K+ 3.29% |
$155K - $167K
|
152K
$5.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
BUY
|
- |
4.7K+ 9.8% |
$151K - $162K
|
52.6K
$1.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
4.58K+ 12.75% |
$147K - $158K
|
40.5K
$1.52M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.57KNew |
$147K - $157K
|
4.57K
$171K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
4.39K+ 8.04% |
$141K - $151K
|
58.9K
$2.21M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
3.98K+ 6.45% |
$128K - $137K
|
65.7K
$2.46M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
3.91K+ 24.43% |
$125K - $135K
|
19.9K
$746K
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3.67K+ 2.1% |
$118K - $126K
|
178K
$6.69M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
3.46K+ 37.05% |
$111K - $119K
|
12.8K
$479K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.44K+ 2.63% |
$110K - $118K
|
135K
$5.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.33K+ 5.51% |
$107K - $115K
|
63.7K
$2.39M
|
|
|
Oct 18, 2023
Q3 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
3.05K+ 3.12% |
$97.9K - $105K
|
101K
$3.78M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.02K+ 18.05% |
$96.8K - $104K
|
19.7K
$740K
|
|
|
Nov 08, 2023
Q3 2023
|
Claris Advisors, LLC
|
BUY
|
- |
2.99K+ 0.88% |
$96K - $103K
|
345K
$12.9M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.82K+ 21.41% |
$90.4K - $97K
|
16K
$599K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.76K+ 0.81% |
$88.4K - $94.8K
|
344K
$12.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.63K+ 20.72% |
$84.4K - $90.5K
|
15.3K
$574K
|
|
|
Oct 20, 2023
Q3 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.62K+ 2.32% |
$84.1K - $90.2K
|
115K
$4.33M
|
|
|
Nov 02, 2023
Q3 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
2.41K+ 2.39% |
$77.4K - $83K
|
103K
$3.87M
|
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
2.39K+ 33.69% |
$76.6K - $82.2K
|
9.47K
$355K
|