Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr (DFIV)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
7.16K+ 2.52% |
$221K - $247K
|
291K
$10.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
7.09K+ 3.62% |
$219K - $244K
|
203K
$7.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
7KNew |
$216K - $241K
|
7K
$262K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.78K+ 0.1% |
$209K - $234K
|
6.49M
$243M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.72KNew |
$207K - $232K
|
6.72K
$251K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
6.62K+ 10.31% |
$204K - $228K
|
70.8K
$2.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
6.61KNew |
$204K - $228K
|
6.61K
$247K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.51K+ 295.46% |
$201K - $224K
|
8.71K
$326K
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
6.35KNew |
$196K - $219K
|
6.35K
$238K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
6.29K+ 13.91% |
$194K - $217K
|
51.5K
$1.93M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
6.27KNew |
$193K - $216K
|
6.27K
$234K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
6.25KNew |
$193K - $215K
|
6.25K
$234K
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
6.2KNew |
$191K - $214K
|
6.2K
$232K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.11K+ 8.08% |
$188K - $210K
|
81.7K
$3.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
6.04KNew |
$186K - $208K
|
6.04K
$226K
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
6.04KNew |
$186K - $208K
|
6.04K
$226K
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
6.01KNew |
$185K - $207K
|
6.01K
$225K
|
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
6KNew |
$185K - $207K
|
6K
$224K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
5.9K+ 14.57% |
$182K - $203K
|
46.4K
$1.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
5.9KNew |
$182K - $203K
|
5.9K
$220K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.88KNew |
$181K - $203K
|
5.88K
$220K
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
5.86KNew |
$181K - $202K
|
5.86K
$219K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
5.71K+ 3.2% |
$176K - $197K
|
184K
$6.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.17K+ 11.0% |
$159K - $178K
|
52.1K
$1.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
5.16K+ 18.9% |
$159K - $178K
|
32.5K
$1.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.82K+ 60.21% |
$149K - $166K
|
12.8K
$479K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
4.72K+ 3.72% |
$146K - $163K
|
132K
$4.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.57K+ 1.28% |
$141K - $157K
|
361K
$13.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
4.55K+ 32.35% |
$140K - $157K
|
18.6K
$696K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
4.46K+ 657.14% |
$138K - $154K
|
5.14K
$192K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.44K+ 17.55% |
$137K - $153K
|
29.7K
$1.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
4.09K+ 2.39% |
$126K - $141K
|
175K
$6.55M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.71K+ 8.7% |
$114K - $128K
|
46.3K
$1.73M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.6K+ 6.43% |
$111K - $124K
|
59.6K
$2.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.58K+ 0.65% |
$111K - $124K
|
559K
$20.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.5K+ 21.17% |
$108K - $120K
|
20K
$748K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.49K+ 2.76% |
$108K - $120K
|
130K
$4.85M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
3.4K+ 0.48% |
$105K - $117K
|
720K
$26.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
3.31KNew |
$102K - $114K
|
3.31K
$124K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.3K+ 7.92% |
$102K - $114K
|
45K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.29K+ 2.81% |
$101K - $113K
|
120K
$4.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3.15K+ 4.04% |
$97.1K - $108K
|
81K
$3.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.14KNew |
$96.8K - $108K
|
3.14K
$117K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.1KNew |
$95.8K - $107K
|
3.1K
$116K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.07K+ 1.56% |
$94.7K - $106K
|
200K
$7.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.78K+ 0.81% |
$85.6K - $95.6K
|
347K
$13M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
2.75K+ 122.32% |
$84.7K - $94.6K
|
4.99K
$187K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.73K+ 37.74% |
$84.2K - $94.1K
|
9.96K
$373K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.69K+ 2.89% |
$83K - $92.7K
|
95.6K
$3.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
2.46K+ 2.96% |
$76K - $84.9K
|
85.6K
$3.2M
|