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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
26.6K+ 120.7% |
$928K - $1.01M
|
48.7K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
26.6KNew |
$927K - $1.01M
|
26.6K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
26.6K+ 10.01% |
$926K - $1.01M
|
292K
$11.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
25.8K+ 27.92% |
$900K - $980K
|
118K
$4.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
25KNew |
$871K - $949K
|
25K
$1M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
24.9K+ 8.24% |
$868K - $946K
|
327K
$13.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
24.4KNew |
$852K - $928K
|
24.4K
$978K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
24.3KNew |
$846K - $922K
|
24.3K
$971K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
24.2K+ 31.84% |
$844K - $920K
|
100K
$4.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
23.6K+ 253.73% |
$824K - $898K
|
33K
$1.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
23.4K+ 7.73% |
$815K - $888K
|
326K
$13M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
23K+ 8.02% |
$800K - $872K
|
309K
$12.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
22.8KNew |
$794K - $865K
|
22.8K
$912K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
22.3K+ 26.93% |
$778K - $847K
|
105K
$4.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
20.8K+ 91.82% |
$726K - $791K
|
43.5K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
19.7KNew |
$685K - $746K
|
19.7K
$787K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
19.5K+ 5.74% |
$681K - $742K
|
360K
$14.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
19.4K+ 12.76% |
$676K - $737K
|
171K
$6.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.3K+ 8.02% |
$674K - $735K
|
261K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
19.3K+ 5.63% |
$674K - $734K
|
362K
$14.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
18.8KNew |
$657K - $716K
|
18.8K
$754K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
18.8KNew |
$656K - $715K
|
18.8K
$754K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
18.7KNew |
$652K - $711K
|
18.7K
$749K
|
|
|
Jan 23, 2025
Q4 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
18.3K+ 4.59% |
$639K - $696K
|
417K
$16.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
18.3K+ 12.53% |
$636K - $693K
|
164K
$6.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18K+ 19.56% |
$626K - $682K
|
110K
$4.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
17.8K+ 10.79% |
$621K - $677K
|
183K
$7.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
17.5KNew |
$609K - $663K
|
17.5K
$699K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
16.9K+ 13.73% |
$589K - $642K
|
140K
$5.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
16.7KNew |
$583K - $635K
|
16.7K
$670K
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
16.1K+ 19.5% |
$563K - $613K
|
99K
$3.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
15.6K+ 6.69% |
$542K - $590K
|
248K
$9.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
15.4KNew |
$536K - $584K
|
15.4K
$615K
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
14.8KNew |
$517K - $563K
|
14.8K
$593K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
14.7K+ 15.02% |
$512K - $558K
|
112K
$4.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
14.2K+ 102.01% |
$496K - $540K
|
28.2K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
13.7K+ 176.02% |
$478K - $521K
|
21.5K
$860K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
13.7KNew |
$476K - $519K
|
13.7K
$547K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
13.5K+ 5.71% |
$470K - $512K
|
250K
$10M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
13.5K+ 4.02% |
$469K - $511K
|
349K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
12.7KNew |
$444K - $483K
|
12.7K
$509K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
12.5K+ 13.48% |
$435K - $473K
|
105K
$4.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
12.4K+ 3.07% |
$433K - $472K
|
418K
$16.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
12.2K+ 2.12% |
$426K - $464K
|
590K
$23.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
12.2KNew |
$425K - $462K
|
12.2K
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
12.1K+ 1.1% |
$423K - $461K
|
1.11M
$44.5M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
11KNew |
$384K - $419K
|
11K
$441K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
10.5K+ 1.31% |
$365K - $397K
|
811K
$32.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.4KNew |
$361K - $393K
|
10.4K
$415K
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
10.1KNew |
$353K - $384K
|
10.1K
$405K
|