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
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-55- 0.07% |
$1.77K - $1.89K
|
74K
$2.77M
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-60- 0.43% |
$1.93K - $2.07K
|
13.8K
$515K
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-63- 0.12% |
$2.02K - $2.17K
|
51K
$1.91M
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-65- 0.29% |
$2.09K - $2.24K
|
22.4K
$836K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-92- 0.79% |
$2.95K - $3.17K
|
11.6K
$434K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-147- 0.2% |
$4.72K - $5.06K
|
71.6K
$2.68M
|
|
|
Oct 17, 2023
Q3 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-165- 0.5% |
$5.3K - $5.68K
|
33K
$1.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-165- 2.18% |
$5.3K - $5.68K
|
7.4K
$277K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-175- 0.12% |
$5.62K - $6.02K
|
152K
$5.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-270- 3.35% |
$8.67K - $9.29K
|
7.79K
$291K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-295- 0.57% |
$9.47K - $10.2K
|
51.8K
$1.94M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-339- 2.93% |
$10.9K - $11.7K
|
11.2K
$420K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-361- 0.56% |
$11.6K - $12.4K
|
63.8K
$2.39M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-443- 2.68% |
$14.2K - $15.2K
|
16.1K
$602K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-554- 0.13% |
$17.8K - $19.1K
|
411K
$15.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-584- 4.5% |
$18.7K - $20.1K
|
12.4K
$463K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-610- 7.17% |
$19.6K - $21K
|
7.9K
$295K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-624- 3.11% |
$20K - $21.5K
|
19.5K
$728K
|
|
|
Nov 02, 2023
Q3 2023
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-869- 0.44% |
$27.9K - $29.9K
|
196K
$7.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-901- 2.68% |
$28.9K - $31K
|
32.7K
$1.22M
|
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
SELL
|
- |
-936- 5.94% |
$30K - $32.2K
|
14.8K
$554K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-987- 10.75% |
$31.7K - $34K
|
8.19K
$306K
|
|
|
Feb 07, 2024
Q3 2023
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-1.05K- 0.69% |
$33.8K - $36.2K
|
152K
$5.69M
|
|
|
Oct 20, 2023
Q3 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-1.17K- 0.49% |
$37.5K - $40.2K
|
237K
$8.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Jentner Corp
|
SELL
|
- |
-1.25K- 2.19% |
$40.2K - $43.1K
|
55.9K
$2.09M
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.38K- 2.43% |
$44.2K - $47.4K
|
55.2K
$2.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-1.4K- 7.44% |
$44.9K - $48.2K
|
17.4K
$651K
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.45K- 12.68% |
$46.6K - $49.9K
|
9.99K
$374K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-1.55K- 1.85% |
$49.8K - $53.4K
|
82.1K
$3.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.58K- 15.63% |
$50.8K - $54.5K
|
8.55K
$320K
|
|
|
Nov 09, 2023
Q3 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-1.59K- 12.84% |
$51K - $54.7K
|
10.8K
$403K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.81K- 2.43% |
$58K - $62.2K
|
72.6K
$2.72M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.84K- 7.4% |
$59K - $63.3K
|
23K
$860K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.84K- 10.45% |
$59K - $63.3K
|
15.8K
$589K
|
|
|
Oct 10, 2023
Q3 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-1.9K- 2.73% |
$61.1K - $65.5K
|
67.8K
$2.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.96K- 5.24% |
$62.8K - $67.3K
|
35.4K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-2K- 1.03% |
$64.1K - $68.7K
|
192K
$7.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.12K- 13.72% |
$67.9K - $72.8K
|
13.3K
$497K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.12K- 2.2% |
$68K - $72.9K
|
94.1K
$3.52M
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 1.08% |
$68.9K - $73.9K
|
197K
$7.35M
|
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-2.23K- 2.22% |
$71.4K - $76.6K
|
97.9K
$3.66M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-2.24K- 24.85% |
$71.9K - $77.1K
|
6.77K
$253K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.47K- 8.35% |
$79.1K - $84.8K
|
27.1K
$1.01M
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.56K- 38.46% |
$82K - $87.9K
|
4.09K
$153K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-2.59K- 1.32% |
$83.2K - $89.2K
|
194K
$7.24M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-2.59K- 1.32% |
$83.2K - $89.2K
|
194K
$7.24M
|
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.79K- 2.21% |
$89.5K - $95.9K
|
123K
$4.61M
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-2.81K- 27.96% |
$90.1K - $96.6K
|
7.23K
$270K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.84K- 5.19% |
$91.1K - $97.7K
|
51.8K
$1.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-3.08K- 1.15% |
$98.9K - $106K
|
264K
$9.89M
|