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 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.26K- 0.6% |
$105K - $112K
|
542K
$20.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-3.26K- 2.23% |
$105K - $112K
|
143K
$5.36M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-3.42K- 1.39% |
$110K - $118K
|
243K
$9.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-3.44K- 0.47% |
$110K - $118K
|
736K
$27.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.61K- 4.11% |
$116K - $124K
|
84.2K
$3.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-3.68K- 1.05% |
$118K - $127K
|
348K
$13.1M
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
SELL
|
- |
-3.83K- 0.53% |
$123K - $132K
|
716K
$26.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-3.99K- 4.59% |
$128K - $137K
|
83K
$3.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-4.77K- 1.01% |
$153K - $164K
|
469K
$17.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.88K- 79.6% |
$156K - $168K
|
1.25K
$46.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-5.14K- 0.27% |
$165K - $177K
|
1.92M
$72.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-5.57K- 2.06% |
$179K - $192K
|
265K
$9.93M
|
|
|
Nov 16, 2023
Q3 2023
|
Schubert & CO
|
SELL
|
- |
-6K- 9.66% |
$192K - $206K
|
56.1K
$2.11M
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-6.07K- 20.08% |
$195K - $209K
|
24.2K
$908K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6.07K- 1.56% |
$195K - $209K
|
383K
$14.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.49K- 2.73% |
$208K - $223K
|
231K
$8.68M
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
SELL
|
- |
-6.64K- 6.6% |
$213K - $228K
|
93.9K
$3.53M
|
|
|
Oct 17, 2023
Q3 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-7.19K- 1.95% |
$231K - $247K
|
361K
$13.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-7.31K- 2.17% |
$235K - $252K
|
329K
$12.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-8.06K- 4.46% |
$259K - $277K
|
172K
$6.47M
|
|
|
Oct 26, 2023
Q3 2023
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-8.98K- 1.73% |
$288K - $309K
|
509K
$19.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-10.6K- 0.64% |
$339K - $363K
|
1.64M
$61.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-11.2K- 1.3% |
$360K - $386K
|
849K
$31.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-11.8K- 7.9% |
$380K - $407K
|
138K
$5.18M
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-11.9K- 35.0% |
$381K - $409K
|
22.1K
$828K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-12.4K- 40.01% |
$398K - $427K
|
18.6K
$699K
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-12.6K- 4.19% |
$405K - $434K
|
288K
$10.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-13.1K- 3.68% |
$420K - $450K
|
343K
$12.9M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.1K- 0.52% |
$453K - $485K
|
2.71M
$102M
|
|
|
Nov 13, 2023
Q3 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-17.7K- 1.23% |
$567K - $608K
|
1.42M
$53.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-18.2K- 53.25% |
$584K - $627K
|
16K
$600K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-20.6K- 1.08% |
$660K - $708K
|
1.88M
$70.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-22.1K- 5.14% |
$709K - $760K
|
408K
$15.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-22.9K- 45.64% |
$736K - $789K
|
27.3K
$1.03M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-25.3K- 64.29% |
$813K - $872K
|
14.1K
$528K
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-26.1K- 69.61% |
$837K - $897K
|
11.4K
$427K
|
|
|
Nov 14, 2023
Q3 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-31.3K- 14.12% |
$1M - $1.08M
|
190K
$7.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-37.6K- 81.03% |
$1.21M - $1.29M
|
8.8K
$330K
|
|
|
Oct 05, 2023
Q3 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-51.5K- 2.22% |
$1.65M - $1.77M
|
2.26M
$85M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-113K- 57.48% |
$3.63M - $3.89M
|
83.7K
$3.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-462K- 32.15% |
$14.8M - $15.9M
|
974K
$36.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-691K- 78.65% |
$22.2M - $23.8M
|
188K
$7.05M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-769K- 96.36% |
$24.7M - $26.5M
|
29.1K
$1.09M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-775K- 98.62% |
$24.9M - $26.7M
|
10.8K
$406K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1M- 10.77% |
$32.2M - $34.6M
|
8.33M
$313M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.36M- 64.82% |
$43.6M - $46.7M
|
736K
$27.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.66M- 98.86% |
$85.5M - $91.7M
|
30.9K
$1.16M
|