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 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.1KNew |
$352K - $383K
|
10.1K
$404K
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
9.74KNew |
$340K - $370K
|
9.74K
$390K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9.45K+ 115.44% |
$329K - $359K
|
17.6K
$706K
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
9.45KNew |
$329K - $359K
|
9.45K
$378K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
9.39K+ 10.28% |
$327K - $357K
|
101K
$4.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
9.3K+ 4.79% |
$324K - $353K
|
204K
$8.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.15K+ 48.36% |
$319K - $348K
|
28.1K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.06K+ 4.06% |
$316K - $344K
|
232K
$9.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
8.94KNew |
$311K - $339K
|
8.94K
$358K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
8.77K+ 1.58% |
$306K - $333K
|
564K
$22.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.72KNew |
$304K - $331K
|
8.72K
$349K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.69K+ 12.19% |
$303K - $330K
|
80K
$3.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
8.66K+ 5.35% |
$302K - $329K
|
171K
$6.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
8.5KNew |
$296K - $323K
|
8.5K
$340K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.49K+ 4.39% |
$296K - $322K
|
202K
$8.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
8.42K+ 55.55% |
$294K - $320K
|
23.6K
$944K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
8.2KNew |
$286K - $311K
|
8.2K
$328K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.87K+ 7.2% |
$274K - $299K
|
117K
$4.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
7.81K+ 3.02% |
$272K - $296K
|
267K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7.67K+ 8.3% |
$268K - $291K
|
100K
$4.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
7.59K+ 17.6% |
$265K - $288K
|
50.7K
$2.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
7.57KNew |
$264K - $287K
|
7.57K
$303K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7.38K+ 505.62% |
$257K - $280K
|
8.84K
$354K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
7.35K+ 15.88% |
$256K - $279K
|
53.6K
$2.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
7.3K+ 13.11% |
$254K - $277K
|
63K
$2.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
7.1KNew |
$247K - $269K
|
7.1K
$284K
|
|
|
Mar 07, 2025
Q4 2024
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
6.98KNew |
$243K - $265K
|
6.98K
$279K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.9KNew |
$241K - $262K
|
6.9K
$276K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.85K+ 12.06% |
$239K - $260K
|
63.7K
$2.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
6.84KNew |
$239K - $260K
|
6.84K
$274K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.81KNew |
$237K - $259K
|
6.81K
$272K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.76K+ 60.78% |
$236K - $257K
|
17.9K
$715K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
6.6K+ 0.75% |
$230K - $251K
|
888K
$35.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.48K+ 5.61% |
$226K - $246K
|
122K
$4.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.02K+ 7.48% |
$210K - $228K
|
86.4K
$3.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
5.96K+ 6.96% |
$208K - $226K
|
91.5K
$3.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.96KNew |
$208K - $226K
|
5.96K
$238K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.93K+ 2.94% |
$207K - $225K
|
207K
$8.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
5.92KNew |
$206K - $225K
|
5.92K
$237K
|
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
5.85K+ 6.37% |
$204K - $222K
|
97.6K
$3.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.81KNew |
$202K - $220K
|
5.81K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.7KNew |
$199K - $216K
|
5.7K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5.69K+ 3.64% |
$198K - $216K
|
162K
$6.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.65K+ 5.3% |
$197K - $215K
|
112K
$4.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
5.64KNew |
$197K - $214K
|
5.64K
$226K
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
5.48K+ 4.91% |
$191K - $208K
|
117K
$4.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
5.18K+ 2.57% |
$180K - $197K
|
207K
$8.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5.06K+ 182.34% |
$176K - $192K
|
7.83K
$313K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.99K+ 1.54% |
$174K - $189K
|
329K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.95K+ 18.24% |
$173K - $188K
|
32.1K
$1.28M
|