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 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
241+ 1.0% |
$8.4K - $9.15K
|
24.4K
$977K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
225+ 1.9% |
$7.84K - $8.54K
|
12.1K
$483K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
221+ 8.38% |
$7.7K - $8.39K
|
2.86K
$114K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
207New |
$7.22K - $7.86K
|
207
$8.28K
|
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
207+ 0.8% |
$7.22K - $7.86K
|
26.2K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
191+ 0.76% |
$6.66K - $7.25K
|
25.4K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
182+ 1.95% |
$6.34K - $6.91K
|
9.51K
$381K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
172New |
$6K - $6.53K
|
172
$6.88K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
170+ 1.1% |
$5.93K - $6.45K
|
15.6K
$626K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
165+ 4.19% |
$5.75K - $6.27K
|
4.11K
$164K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
165+ 1.09% |
$5.75K - $6.27K
|
15.4K
$614K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
161+ 0.95% |
$5.61K - $6.11K
|
17.1K
$684K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
148New |
$5.16K - $5.62K
|
148
$5.92K
|
|
|
Feb 07, 2025
Q4 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
143+ 0.36% |
$4.98K - $5.43K
|
39.9K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
140+ 0.53% |
$4.88K - $5.32K
|
26.5K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
132+ 6.35% |
$4.6K - $5.01K
|
2.21K
$88.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
122+ 2.08% |
$4.25K - $4.63K
|
5.98K
$239K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
110+ 1.0% |
$3.83K - $4.18K
|
11.1K
$445K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
106+ 0.1% |
$3.7K - $4.02K
|
107K
$4.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
105+ 0.92% |
$3.66K - $3.99K
|
11.6K
$463K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
105+ 0.92% |
$3.66K - $3.99K
|
11.6K
$463K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
103+ 0.37% |
$3.59K - $3.91K
|
27.9K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
102New |
$3.56K - $3.87K
|
102
$4.08K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
97+ 0.69% |
$3.38K - $3.68K
|
14.1K
$565K
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
90+ 1.0% |
$3.14K - $3.42K
|
9.13K
$365K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
86+ 0.3% |
$3K - $3.27K
|
28.6K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
81+ 0.95% |
$2.82K - $3.08K
|
8.65K
$346K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
74New |
$2.58K - $2.81K
|
74
$2.96K
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
73+ 0.1% |
$2.54K - $2.77K
|
76.5K
$3.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
66+ 0.13% |
$2.3K - $2.51K
|
49.4K
$1.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
64New |
$2.23K - $2.43K
|
64
$2.56K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
58+ 0.98% |
$2.02K - $2.2K
|
5.97K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
54+ 0.21% |
$1.88K - $2.05K
|
25.4K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
52+ 0.08% |
$1.81K - $1.97K
|
64.3K
$2.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
46+ 0.11% |
$1.6K - $1.75K
|
41.1K
$1.65M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
43New |
$1.5K - $1.63K
|
43
$1.72K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
34+ 0.11% |
$1.19K - $1.29K
|
32.2K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
32+ 1.01% |
$1.12K - $1.22K
|
3.21K
$129K
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
31+ 0.51% |
$1.08K - $1.18K
|
6.12K
$245K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
30+ 1.01% |
$1.05K - $1.14K
|
3K
$120K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
30+ 0.15% |
$1.05K - $1.14K
|
19.8K
$792K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
29+ 0.22% |
$1.01K - $1.1K
|
13.2K
$528K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
23+ 0.73% |
$802 - $873
|
3.15K
$126K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
23+ 0.22% |
$802 - $873
|
10.4K
$415K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
23+ 0.99% |
$802 - $873
|
2.35K
$94.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
13+ 0.18% |
$453 - $494
|
7.05K
$282K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
4+ 1.08% |
$139 - $152
|
373
$14.9K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
3+ 0.0% |
$105 - $114
|
309K
$12.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.71% |
$34.9 - $38
|
141
$5.64K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
1New |
$34.9 - $38
|
1
$40
|