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
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
215+ 0.26% |
$6.9K - $7.4K
|
83.1K
$3.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
186New |
$5.97K - $6.4K
|
186
$6.98K
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
BUY
|
- |
177+ 0.41% |
$5.68K - $6.09K
|
43.5K
$1.63M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
176+ 1.55% |
$5.65K - $6.06K
|
11.5K
$432K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
173+ 50.58% |
$5.55K - $5.95K
|
515
$19.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
172+ 0.36% |
$5.52K - $5.92K
|
48.1K
$1.81M
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
171+ 0.87% |
$5.49K - $5.89K
|
19.8K
$744K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
165+ 0.68% |
$5.3K - $5.68K
|
24.5K
$920K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
139+ 0.8% |
$4.46K - $4.78K
|
17.6K
$659K
|
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
BUY
|
- |
138+ 0.78% |
$4.43K - $4.75K
|
17.9K
$670K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
136+ 0.84% |
$4.37K - $4.68K
|
16.3K
$613K
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
115+ 0.98% |
$3.69K - $3.96K
|
11.9K
$445K
|
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
114+ 0.88% |
$3.66K - $3.92K
|
13.1K
$490K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
112+ 0.2% |
$3.6K - $3.86K
|
56K
$2.1M
|
|
|
Oct 18, 2023
Q3 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
111+ 0.41% |
$3.56K - $3.82K
|
27.5K
$1.03M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
103+ 0.66% |
$3.31K - $3.55K
|
15.7K
$590K
|
|
|
Nov 07, 2023
Q3 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
100+ 0.19% |
$3.21K - $3.44K
|
53.9K
$2.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
98+ 1.52% |
$3.15K - $3.37K
|
6.55K
$246K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
92+ 0.88% |
$2.95K - $3.17K
|
10.6K
$398K
|
|
|
Oct 16, 2023
Q3 2023
|
Exeter Financial, LLC
|
BUY
|
- |
76+ 0.88% |
$2.44K - $2.62K
|
8.7K
$327K
|
|
|
Nov 03, 2023
Q3 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
76+ 0.76% |
$2.44K - $2.62K
|
10.1K
$380K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
75+ 0.35% |
$2.41K - $2.58K
|
21.4K
$804K
|
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
73+ 0.79% |
$2.34K - $2.51K
|
9.34K
$351K
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
70+ 0.84% |
$2.25K - $2.41K
|
8.41K
$316K
|
|
|
Oct 13, 2023
Q3 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
70+ 0.83% |
$2.25K - $2.41K
|
8.47K
$318K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
65+ 0.05% |
$2.09K - $2.24K
|
132K
$4.95M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
52+ 0.75% |
$1.67K - $1.79K
|
7K
$263K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
50+ 0.89% |
$1.61K - $1.72K
|
5.69K
$214K
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
38+ 0.09% |
$1.22K - $1.31K
|
40.6K
$1.52M
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
36+ 0.09% |
$1.16K - $1.24K
|
42.2K
$1.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
32+ 0.17% |
$1.03K - $1.1K
|
19K
$715K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
30+ 0.31% |
$963 - $1.03K
|
9.58K
$360K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
27+ 0.19% |
$867 - $929
|
14.5K
$546K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
26+ 0.86% |
$835 - $895
|
3.06K
$115K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
26+ 0.41% |
$835 - $895
|
6.32K
$237K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
25+ 0.88% |
$803 - $861
|
2.86K
$108K
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
21+ 0.03% |
$674 - $723
|
60.8K
$2.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
19+ 0.86% |
$610 - $654
|
2.24K
$84.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
16+ 0.01% |
$514 - $551
|
121K
$4.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
16+ 6.06% |
$514 - $551
|
280
$10.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
11+ 0.08% |
$353 - $379
|
13.3K
$501K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3+ 0.05% |
$96.3 - $103
|
6.21K
$233K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
3New |
$96.3 - $103
|
3
$113
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$32.1 - $34.4
|
9.09K
$341K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-23- 0.08% |
$738 - $792
|
28.8K
$1.08M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-28- 0.16% |
$899 - $964
|
17.9K
$672K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-39- 0.04% |
$1.25K - $1.34K
|
105K
$3.94M
|