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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-156- 2.17% |
$4.81K - $5.38K
|
7.05K
$264K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-160- 0.18% |
$4.94K - $5.51K
|
86.9K
$3.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-173- 33.59% |
$5.34K - $5.96K
|
342
$12.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-176- 1.53% |
$5.43K - $6.06K
|
11.3K
$423K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-182- 24.4% |
$5.62K - $6.27K
|
564
$21.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-225- 3.49% |
$6.94K - $7.75K
|
6.22K
$233K
|
|
|
Jan 26, 2024
Q4 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-227- 2.49% |
$7.01K - $7.82K
|
8.87K
$332K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-230- 1.94% |
$7.1K - $7.93K
|
11.6K
$435K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-266- 0.65% |
$8.21K - $9.17K
|
40.3K
$1.51M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-269- 1.58% |
$8.3K - $9.27K
|
16.7K
$626K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-365- 4.94% |
$11.3K - $12.6K
|
7.02K
$263K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-391- 2.03% |
$12.1K - $13.5K
|
18.8K
$705K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-407- 1.85% |
$12.6K - $14K
|
21.6K
$809K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-410- 0.55% |
$12.7K - $14.1K
|
73.6K
$2.75M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-413- 2.31% |
$12.7K - $14.2K
|
17.5K
$654K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-415- 0.8% |
$12.8K - $14.3K
|
51.4K
$1.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-464- 1.42% |
$14.3K - $16K
|
32.2K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-494- 0.21% |
$15.2K - $17K
|
237K
$8.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
SELL
|
- |
-520- 6.67% |
$16K - $17.9K
|
7.27K
$272K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-533- 20.94% |
$16.4K - $18.4K
|
2.01K
$75.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-557- 0.11% |
$17.2K - $19.2K
|
508K
$19M
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
SELL
|
- |
-559- 3.13% |
$17.3K - $19.3K
|
17.3K
$647K
|
|
|
Feb 08, 2024
Q4 2023
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-595- 0.39% |
$18.4K - $20.5K
|
152K
$5.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-600- 41.72% |
$18.5K - $20.7K
|
838
$31.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-602- 4.52% |
$18.6K - $20.7K
|
12.7K
$476K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-633- 0.27% |
$19.5K - $21.8K
|
230K
$8.61M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-644- 9.22% |
$19.9K - $22.2K
|
6.34K
$237K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-672- 0.3% |
$20.7K - $23.2K
|
227K
$8.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-693- 4.36% |
$21.4K - $23.9K
|
15.2K
$569K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-701- 1.61% |
$21.6K - $24.2K
|
42.8K
$1.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-756- 10.8% |
$23.3K - $26.1K
|
6.24K
$233K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-760- 18.59% |
$23.5K - $26.2K
|
3.33K
$124K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-852- 1.17% |
$26.3K - $29.4K
|
71.8K
$2.68M
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-888- 9.51% |
$27.4K - $30.6K
|
8.45K
$316K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-956- 1.57% |
$29.5K - $32.9K
|
59.9K
$2.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.03K- 1.09% |
$31.7K - $35.4K
|
93.1K
$3.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
SELL
|
- |
-1.07K- 1.14% |
$33K - $36.8K
|
92.8K
$3.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.07K- 5.77% |
$33.1K - $37K
|
17.5K
$656K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-1.1K- 1.33% |
$33.8K - $37.8K
|
81K
$3.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.25K- 0.87% |
$38.4K - $42.9K
|
141K
$5.29M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.26K- 6.39% |
$38.9K - $43.4K
|
18.5K
$691K
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-1.32K- 0.48% |
$40.8K - $45.5K
|
274K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Jentner Corp
|
SELL
|
- |
-1.37K- 2.45% |
$42.2K - $47.2K
|
54.5K
$2.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-1.48K- 7.58% |
$45.5K - $50.9K
|
18K
$672K
|
|
|
Jan 16, 2024
Q4 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-1.51K- 0.42% |
$46.5K - $52K
|
360K
$13.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.53K- 38.72% |
$47.1K - $52.6K
|
2.42K
$90.4K
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.58K- 11.97% |
$48.9K - $54.6K
|
11.7K
$436K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.68K- 1.1% |
$51.7K - $57.8K
|
150K
$5.62M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.75K- 13.7% |
$54K - $60.3K
|
11K
$413K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1.76K- 0.23% |
$54.3K - $60.6K
|
748K
$28M
|