Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr (DFIV)

DFIV Quotes by TradingView

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
Apr 04, 2024 Q3 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
2.21K
+ 4.26%
$71.1K - $76.2K
54.1K $2.03M
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
2.2K
New
$70.7K - $75.8K
2.2K $82.6K
Nov 15, 2023 Q3 2023
Orion Capital Management LLC

BUY
 -
2.18K
New
$69.8K - $74.9K
2.18K $81.6K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
2.1K
+ 6.66%
$67.4K - $72.3K
33.6K $1.26M
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
2.1K
+ 12.26%
$67.4K - $72.3K
19.2K $721K
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
2.05K
+ 4.57%
$65.9K - $70.7K
47K $1.76M
Oct 24, 2023 Q3 2023
G2 Capital Management, LLC

Columbus, OH
BUY
 -
2.04K
+ 1.54%
$65.4K - $70.1K
134K $5.02M
Oct 16, 2023 Q3 2023
City State Bank

Norwalk, IA
BUY
 -
2K
+ 66.67%
$64.2K - $68.8K
5K $187K
Oct 16, 2023 Q3 2023
Investment Advisory Group, LLC

BUY
 -
1.84K
+ 29.94%
$59.2K - $63.5K
8K $300K
Oct 16, 2023 Q3 2023
Lex Aurum Advisors, LLC

BUY
 -
1.61K
+ 3.93%
$51.7K - $55.5K
42.6K $1.6M
Oct 19, 2023 Q3 2023
Fin Dec Wealth Services, Inc.

Stockton, CA
BUY
 -
1.49K
+ 0.88%
$48K - $51.4K
171K $6.42M
Nov 14, 2023 Q3 2023
Private Portfolio Partners LLC

BUY
 -
1.28K
+ 16.51%
$41K - $44K
9.02K $338K
Oct 13, 2023 Q3 2023
Ram Investment Partners, LLC

Bellevue, WA
BUY
 -
1.22K
+ 12.14%
$39.3K - $42.1K
11.3K $423K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
1.2K
+ 1.15%
$38.6K - $41.3K
105K $3.95M
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
1.12K
+ 7.25%
$35.9K - $38.4K
16.5K $620K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.1K
+ 18.63%
$35.2K - $37.8K
6.99K $262K
Oct 30, 2023 Q3 2023
Lauterbach Financial Advisors, LLC

BUY
 -
1.09K
+ 0.4%
$35.1K - $37.7K
275K $10.3M
Nov 14, 2023 Q3 2023
First Manhattan CO

New York, NY
BUY
 -
1.07K
New
$34.2K - $36.7K
1.07K $40K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
1.06K
+ 71.27%
$34K - $36.5K
2.55K $95.4K
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
1.05K
+ 0.28%
$33.5K - $36K
380K $14.2M
Oct 12, 2023 Q3 2023
Fifth Third Securities, Inc.

BUY
 -
1.04K
+ 1.91%
$33.4K - $35.9K
55.6K $2.08M
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
1.03K
+ 4.26%
$33.2K - $35.6K
25.3K $949K
Oct 31, 2023 Q3 2023
Tilson Financial Group, Inc.

New Providence, NJ
BUY
 -
1.01K
+ 5.06%
$32.5K - $34.9K
21.1K $789K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
960
New
$30.8K - $33K
960 $36K
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
960
New
$30.8K - $33K
960 $36K
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
936
+ 14.93%
$30K - $32.2K
7.2K $270K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
904
New
$29K - $31.1K
904 $33.9K
Nov 02, 2023 Q3 2023
M&T Bank Corp

BUY
 -
896
+ 0.57%
$28.8K - $30.8K
159K $5.96M
Oct 27, 2023 Q3 2023
Marquette Asset Management, LLC

BUY
 -
827
New
$26.5K - $28.5K
827 $31K
Oct 19, 2023 Q3 2023
Valeo Financial Advisors, LLC

BUY
 -
811
+ 2.71%
$26K - $27.9K
30.8K $1.15M
Nov 13, 2023 Q3 2023
Truvestments Capital LLC

Sarasota, FL
BUY
 -
746
New
$23.9K - $25.7K
746 $28K
Oct 26, 2023 Q3 2023
Decision Point Financial, LLC

Mesa, AZ
BUY
 -
735
New
$23.6K - $25.3K
735 $27.6K
Nov 08, 2023 Q3 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
717
+ 4.54%
$23K - $24.7K
16.5K $619K
Oct 20, 2023 Q3 2023
Brookstone Capital Management

BUY
 -
671
+ 1.47%
$21.5K - $23.1K
46.3K $1.74M
Oct 31, 2023 Q3 2023
Allegiance Financial Group Advisory Services LLC

Vienna, VA
BUY
 -
647
+ 0.97%
$20.8K - $22.3K
67.5K $2.53M
Oct 25, 2023 Q3 2023
Planning Center, Inc.

BUY
 -
621
+ 0.07%
$19.9K - $21.4K
853K $32M
Nov 13, 2023 Q3 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
546
+ 0.44%
$17.5K - $18.8K
124K $4.66M
Nov 14, 2023 Q3 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
479
+ 1.16%
$15.4K - $16.5K
41.7K $1.56M
Nov 09, 2023 Q3 2023
Tortoise Investment Management, LLC

BUY
 -
475
+ 1.23%
$15.2K - $16.3K
39.1K $1.47M
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
457
New
$14.7K - $15.7K
457 $17.1K
Nov 03, 2023 Q3 2023
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
365
+ 5.2%
$11.7K - $12.6K
7.39K $277K
Oct 16, 2023 Q3 2023
Applied Capital LLC

BUY
 -
321
+ 0.86%
$10.3K - $11K
37.5K $1.41M
Nov 14, 2023 Q3 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
315
+ 3.1%
$10.1K - $10.8K
10.5K $393K
Oct 13, 2023 Q3 2023
Harbor Investment Advisory, LLC

BUY
 -
300
+ 15.0%
$9.63K - $10.3K
2.3K $86.2K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
280
+ 0.82%
$8.99K - $9.64K
34.5K $1.29M
Oct 30, 2023 Q3 2023
Annapolis Financial Services, LLC

BUY
 -
269
+ 1.61%
$8.63K - $9.26K
17K $637K
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
265
+ 1.92%
$8.51K - $9.12K
14.1K $527K
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
237
+ 0.07%
$7.61K - $8.16K
355K $13.3M
Oct 18, 2023 Q3 2023
Builder Investment Group Inc /Adv

Atlanta, GA
BUY
 -
226
+ 0.48%
$7.25K - $7.78K
47.3K $1.77M

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