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 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
74.6KNew |
$2.6M - $2.83M
|
74.6K
$2.99M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
74.5KNew |
$2.6M - $2.83M
|
74.5K
$2.98M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
70.1K+ 586.93% |
$2.44M - $2.66M
|
82.1K
$3.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
69.6K+ 7.53% |
$2.43M - $2.64M
|
994K
$39.8M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
68KNew |
$2.37M - $2.58M
|
68K
$2.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
67.7KNew |
$2.36M - $2.57M
|
67.7K
$2.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
66.8K+ 92.93% |
$2.33M - $2.54M
|
139K
$5.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
65.4KNew |
$2.28M - $2.48M
|
65.4K
$2.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
62.3KNew |
$2.17M - $2.36M
|
62.3K
$2.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
61.7K+ 8.4% |
$2.15M - $2.34M
|
797K
$31.9M
|
|
|
Mar 06, 2025
Q4 2024
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
61.4KNew |
$2.14M - $2.33M
|
61.4K
$2.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
60.2K+ 4.59% |
$2.1M - $2.29M
|
1.37M
$54.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
59.9KNew |
$2.09M - $2.27M
|
59.9K
$2.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
59.4K+ 8.71% |
$2.07M - $2.26M
|
741K
$29.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
57.8K+ 18.2% |
$2.02M - $2.2M
|
375K
$15M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
56.5K+ 32.61% |
$1.97M - $2.15M
|
230K
$9.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
56.3KNew |
$1.96M - $2.14M
|
56.3K
$2.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
55.4KNew |
$1.93M - $2.11M
|
55.4K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
52.1K+ 1870.12% |
$1.82M - $1.98M
|
54.9K
$2.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
51.8KNew |
$1.81M - $1.97M
|
51.8K
$2.07M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
49.6K+ 13.64% |
$1.73M - $1.88M
|
413K
$16.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
48.7K+ 34.74% |
$1.7M - $1.85M
|
189K
$7.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
48.7KNew |
$1.7M - $1.85M
|
48.7K
$1.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
46.3K+ 9.41% |
$1.61M - $1.76M
|
539K
$21.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
44.8K+ 15.13% |
$1.56M - $1.7M
|
341K
$13.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44.1K+ 7.43% |
$1.54M - $1.67M
|
637K
$25.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
43.3KNew |
$1.51M - $1.64M
|
43.3K
$1.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
42.9K+ 3.47% |
$1.5M - $1.63M
|
1.28M
$51.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
41.4K+ 6.81% |
$1.44M - $1.57M
|
650K
$26M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
41.4K+ 9.47% |
$1.44M - $1.57M
|
479K
$19.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
39.9K+ 144.87% |
$1.39M - $1.52M
|
67.5K
$2.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
35.6KNew |
$1.24M - $1.35M
|
35.6K
$1.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
34.9K+ 2.06% |
$1.22M - $1.33M
|
1.73M
$69.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
34.7KNew |
$1.21M - $1.32M
|
34.7K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
34.7K+ 11.14% |
$1.21M - $1.32M
|
346K
$13.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
34.5KNew |
$1.2M - $1.31M
|
34.5K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.4K+ 15.51% |
$1.17M - $1.27M
|
249K
$9.97M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
32.5K+ 71.02% |
$1.13M - $1.23M
|
78.3K
$3.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
32.2K+ 24.59% |
$1.12M - $1.22M
|
163K
$6.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
32K+ 16.8% |
$1.12M - $1.22M
|
223K
$8.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
31K+ 17.16% |
$1.08M - $1.18M
|
212K
$8.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
30.3K+ 9.58% |
$1.06M - $1.15M
|
347K
$13.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
29.2K+ 6.53% |
$1.02M - $1.11M
|
476K
$19M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
28.7K+ 11.79% |
$1M - $1.09M
|
272K
$10.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
28.6K+ 8.08% |
$998K - $1.09M
|
383K
$15.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
28.6KNew |
$998K - $1.09M
|
28.6K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
28KNew |
$975K - $1.06M
|
28K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
27.6K+ 2.43% |
$961K - $1.05M
|
1.16M
$46.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
27.1KNew |
$945K - $1.03M
|
27.1K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
27.1K+ 3.3% |
$943K - $1.03M
|
847K
$33.9M
|