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 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1.65K+ 1.12% |
$57.3K - $62.5K
|
149K
$5.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.64K+ 0.37% |
$57.1K - $62.2K
|
449K
$18M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.6K+ 13.07% |
$55.8K - $60.8K
|
13.8K
$554K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.58KNew |
$55.2K - $60.1K
|
1.58K
$63.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.42K+ 1.01% |
$49.6K - $54K
|
142K
$5.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.4K+ 2.59% |
$48.8K - $53.2K
|
55.5K
$2.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.39K+ 22.56% |
$48.5K - $52.9K
|
7.56K
$303K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.36K+ 2.11% |
$47.5K - $51.7K
|
66K
$2.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.35K+ 9.72% |
$46.9K - $51.1K
|
15.2K
$608K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.29K+ 0.61% |
$45K - $49K
|
213K
$8.5M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.23K+ 6.06% |
$42.9K - $46.7K
|
21.5K
$862K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.22K+ 4.01% |
$42.6K - $46.4K
|
31.7K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.21K+ 2.1% |
$42.2K - $45.9K
|
58.8K
$2.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.2K+ 0.81% |
$41.7K - $45.5K
|
149K
$5.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.17K+ 536.24% |
$40.8K - $44.4K
|
1.39K
$55.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.12K+ 0.53% |
$39.1K - $42.6K
|
213K
$8.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
980+ 1.43% |
$34.2K - $37.2K
|
69.7K
$2.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
980New |
$34.2K - $37.2K
|
980
$39.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
970New |
$33.8K - $36.8K
|
970
$38.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
920+ 1.58% |
$32.1K - $34.9K
|
59K
$2.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
892+ 9.85% |
$31.1K - $33.9K
|
9.95K
$398K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
800+ 8.58% |
$27.9K - $30.4K
|
10.1K
$405K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
800New |
$27.9K - $30.4K
|
800
$32K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
798+ 1534.62% |
$27.8K - $30.3K
|
850
$34K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
784New |
$27.3K - $29.8K
|
784
$31.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
760+ 1.58% |
$26.5K - $28.9K
|
49K
$1.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
759+ 3.27% |
$26.5K - $28.8K
|
24K
$960K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
739+ 6.84% |
$25.8K - $28.1K
|
11.5K
$462K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
707+ 1.16% |
$24.6K - $26.8K
|
61.6K
$2.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
686+ 8.5% |
$23.9K - $26K
|
8.76K
$351K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
660+ 1.64% |
$23K - $25.1K
|
41K
$1.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
655+ 0.21% |
$22.8K - $24.9K
|
319K
$12.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
651+ 0.76% |
$22.7K - $24.7K
|
86.6K
$3.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
615+ 1.9% |
$21.4K - $23.4K
|
33K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
565+ 3.18% |
$19.7K - $21.5K
|
18.4K
$735K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
554+ 7.67% |
$19.3K - $21K
|
7.78K
$311K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
549+ 160.53% |
$19.1K - $20.8K
|
891
$35.7K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
520New |
$18.1K - $19.7K
|
520
$20.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
500+ 1.89% |
$17.4K - $19K
|
27K
$1.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
488+ 0.1% |
$17K - $18.5K
|
483K
$19.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
480+ 7.68% |
$16.7K - $18.2K
|
6.73K
$269K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
462+ 3.29% |
$16.1K - $17.5K
|
14.5K
$580K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
433+ 27.56% |
$15.1K - $16.4K
|
2K
$80.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
424+ 2.62% |
$14.8K - $16.1K
|
16.6K
$664K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
416+ 0.13% |
$14.5K - $15.8K
|
315K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
410+ 2.02% |
$14.3K - $15.6K
|
20.7K
$829K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
410+ 4.45% |
$14.3K - $15.6K
|
9.63K
$385K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
307+ 276.58% |
$10.7K - $11.7K
|
418
$16.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
262+ 1.12% |
$9.13K - $9.95K
|
23.6K
$946K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
259+ 3.0% |
$9.03K - $9.83K
|
8.9K
$356K
|