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 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.46K+ 2.53% |
$75.9K - $84.8K
|
99.7K
$3.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.3KNew |
$70.9K - $79.2K
|
2.3K
$86K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.26K+ 0.08% |
$69.8K - $77.9K
|
2.69M
$101M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.24K+ 8.19% |
$69K - $77.1K
|
29.5K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
2.13K+ 0.65% |
$65.6K - $73.3K
|
331K
$12.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.97K+ 126.74% |
$60.7K - $67.8K
|
3.52K
$132K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.9K+ 11.82% |
$58.8K - $65.6K
|
18K
$674K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.8K+ 0.11% |
$55.6K - $62.1K
|
1.64M
$61.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.78K+ 79.05% |
$54.8K - $61.2K
|
4.03K
$150K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.78K+ 79.05% |
$54.8K - $61.2K
|
4.03K
$150K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.76K+ 11.02% |
$54.3K - $60.6K
|
17.7K
$663K
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.71K+ 1.4% |
$52.8K - $59K
|
124K
$4.64M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.7K+ 0.62% |
$52.5K - $58.6K
|
275K
$10.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.65K+ 7.36% |
$50.8K - $56.7K
|
24K
$897K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.61K+ 14.35% |
$49.8K - $55.6K
|
12.9K
$480K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
BUY
|
- |
1.43K+ 2.72% |
$44.1K - $49.2K
|
54.1K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.28K+ 1.24% |
$39.5K - $44.1K
|
104K
$3.91M
|
|
|
Jan 08, 2024
Q4 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.25K+ 11.08% |
$38.6K - $43.1K
|
12.5K
$469K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.22KNew |
$37.5K - $41.9K
|
1.22K
$45.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.21K+ 7.33% |
$37.4K - $41.8K
|
17.7K
$663K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.2K+ 67.95% |
$37.2K - $41.5K
|
2.98K
$111K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.2K+ 2.6% |
$36.9K - $41.2K
|
47.3K
$1.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.17K+ 1.11% |
$36K - $40.1K
|
106K
$3.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.15K+ 0.43% |
$35.5K - $39.6K
|
266K
$9.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.15KNew |
$35.4K - $39.5K
|
1.15K
$42.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.14K+ 5.35% |
$35.3K - $39.4K
|
22.5K
$842K
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.03K+ 0.77% |
$31.8K - $35.5K
|
135K
$5.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.02K+ 2.01% |
$31.6K - $35.3K
|
52K
$1.95M
|
|
|
Jan 09, 2024
Q4 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
925+ 0.47% |
$28.5K - $31.9K
|
196K
$7.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
884New |
$27.3K - $30.5K
|
884
$33.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
800New |
$24.7K - $27.6K
|
800
$29.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
750+ 1.11% |
$23.1K - $25.8K
|
68.2K
$2.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
706+ 2.43% |
$21.8K - $24.3K
|
29.8K
$1.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
703+ 3.6% |
$21.7K - $24.2K
|
20.2K
$757K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
695New |
$21.4K - $23.9K
|
695
$26K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
655+ 2.1% |
$20.2K - $22.6K
|
31.8K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
631+ 0.31% |
$19.5K - $21.7K
|
204K
$7.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
609+ 3.2% |
$18.8K - $21K
|
19.7K
$735K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
594+ 1.12% |
$18.3K - $20.5K
|
53.7K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
552+ 5.52% |
$17K - $19K
|
10.5K
$394K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
513+ 1.45% |
$15.8K - $17.7K
|
35.9K
$1.34M
|
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
460+ 1.82% |
$14.2K - $15.9K
|
25.8K
$964K
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
414+ 0.48% |
$12.8K - $14.3K
|
87K
$3.25M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
384+ 5.67% |
$11.9K - $13.2K
|
7.16K
$268K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
367New |
$11.3K - $12.6K
|
367
$13.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
330+ 4.63% |
$10.2K - $11.4K
|
7.45K
$279K
|
|
|
Jan 24, 2024
Q4 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
309+ 0.57% |
$9.54K - $10.6K
|
54.3K
$2.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
303New |
$9.35K - $10.4K
|
303
$11.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
301New |
$9.29K - $10.4K
|
301
$11.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
300+ 40.82% |
$9.26K - $10.3K
|
1.04K
$38.7K
|