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 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-38.9K- 13.71% |
$1.2M - $1.34M
|
245K
$9.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-40.4K- 35.07% |
$1.25M - $1.39M
|
74.8K
$2.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-40.7K- 61.35% |
$1.26M - $1.4M
|
25.6K
$958K
|
|
|
Aug 20, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-44.2K- 2.45% |
$1.36M - $1.52M
|
1.76M
$65.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-44.5K- 11.32% |
$1.37M - $1.53M
|
349K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-45.6K- 12.84% |
$1.41M - $1.57M
|
309K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-47.3K- 1.75% |
$1.46M - $1.63M
|
2.66M
$99.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-52.6K- 2.47% |
$1.62M - $1.81M
|
2.08M
$77.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-74K- 19.4% |
$2.28M - $2.55M
|
308K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-81.9K- 49.05% |
$2.53M - $2.82M
|
85.1K
$3.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-104K- 14.11% |
$3.21M - $3.58M
|
633K
$23.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-106K- 51.91% |
$3.26M - $3.64M
|
97.8K
$3.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-107K- 55.6% |
$3.3M - $3.69M
|
85.4K
$3.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-123K- 64.69% |
$3.8M - $4.24M
|
67.1K
$2.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-135K- 8.36% |
$4.16M - $4.64M
|
1.48M
$55.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-138K- 41.05% |
$4.25M - $4.75M
|
198K
$7.4M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-176K- 47.72% |
$5.44M - $6.08M
|
193K
$7.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-242K- 22.72% |
$7.47M - $8.34M
|
823K
$30.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-269K- 27.66% |
$8.32M - $9.29M
|
705K
$26.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-276K- 37.88% |
$8.51M - $9.5M
|
452K
$16.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-493K- 4.28% |
$15.2M - $17M
|
11M
$412M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.45M- 39.85% |
$44.6M - $49.8M
|
2.18M
$81.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-3.58M- 95.98% |
$110M - $123M
|
150K
$5.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.28M- 51.43% |
$132M - $148M
|
4.04M
$151M
|