Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr (DFIV)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV) during Q4 2024. 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 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
5.65MNew |
$197M - $215M
|
5.65M
$226M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.79MNew |
$97.3M - $106M
|
2.79M
$112M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.51M+ 7.99% |
$52.8M - $57.5M
|
20.5M
$819M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.21M+ 29.03% |
$42.2M - $45.9M
|
5.38M
$215M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.18MNew |
$41.3M - $44.9M
|
1.18M
$47.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
565K+ 26.9% |
$19.7M - $21.4M
|
2.67M
$107M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
534K+ 6.9% |
$18.6M - $20.3M
|
8.28M
$331M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
457K+ 6.97% |
$15.9M - $17.4M
|
7.02M
$281M
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
451KNew |
$15.7M - $17.1M
|
451K
$18.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
413KNew |
$14.4M - $15.7M
|
413K
$16.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
413K+ 38.83% |
$14.4M - $15.7M
|
1.48M
$59.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
391KNew |
$13.6M - $14.9M
|
391K
$15.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
351K+ 13.21% |
$12.2M - $13.3M
|
3.01M
$120M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
345K+ 215.65% |
$12M - $13.1M
|
505K
$20.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
308KNew |
$10.8M - $11.7M
|
308K
$12.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
308KNew |
$10.7M - $11.7M
|
308K
$12.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
267KNew |
$9.3M - $10.1M
|
267K
$10.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
225K+ 95.86% |
$7.86M - $8.56M
|
461K
$18.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
203KNew |
$7.08M - $7.72M
|
203K
$8.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
194K+ 15.56% |
$6.77M - $7.37M
|
1.44M
$57.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
188K+ 80.6% |
$6.56M - $7.15M
|
422K
$16.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
180KNew |
$6.28M - $6.84M
|
180K
$7.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
169K+ 31.56% |
$5.87M - $6.4M
|
702K
$28.1M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
162K+ 5.01% |
$5.64M - $6.15M
|
3.39M
$136M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
157K+ 58.11% |
$5.49M - $5.98M
|
428K
$17.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
147K+ 31.55% |
$5.14M - $5.6M
|
615K
$24.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
146KNew |
$5.1M - $5.56M
|
146K
$5.86M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
140KNew |
$4.89M - $5.32M
|
140K
$5.61M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
135KNew |
$4.69M - $5.11M
|
135K
$5.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
127K+ 2175.1% |
$4.42M - $4.81M
|
133K
$5.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
126K+ 12.95% |
$4.39M - $4.78M
|
1.1M
$43.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
124KNew |
$4.34M - $4.73M
|
124K
$4.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
119K+ 9.43% |
$4.13M - $4.5M
|
1.38M
$55.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
111K+ 31.02% |
$3.88M - $4.23M
|
470K
$18.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
111KNew |
$3.87M - $4.22M
|
111K
$4.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
110K+ 7.14% |
$3.83M - $4.17M
|
1.65M
$65.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
103K+ 86.98% |
$3.6M - $3.92M
|
222K
$8.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
98.8KNew |
$3.44M - $3.75M
|
98.8K
$3.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
93KNew |
$3.24M - $3.53M
|
93K
$3.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
90.2KNew |
$3.15M - $3.43M
|
90.2K
$3.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
89.4K+ 3.61% |
$3.12M - $3.39M
|
2.56M
$103M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
89.3KNew |
$3.11M - $3.39M
|
89.3K
$3.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
87.3K+ 8.03% |
$3.04M - $3.31M
|
1.17M
$47M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
80.8K+ 135.23% |
$2.82M - $3.07M
|
141K
$5.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
79.8K+ 4.53% |
$2.78M - $3.03M
|
1.84M
$73.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
78.9K+ 4.48% |
$2.75M - $3M
|
1.84M
$73.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
77.6K+ 10.67% |
$2.71M - $2.95M
|
805K
$32.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
77.2KNew |
$2.69M - $2.93M
|
77.2K
$3.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
76.7K+ 21.14% |
$2.67M - $2.91M
|
440K
$17.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
76.2K+ 2.88% |
$2.65M - $2.89M
|
2.72M
$109M
|