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 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-5- 0.03% |
$174 - $190
|
14.4K
$577K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-27- 2.8% |
$941 - $1.03K
|
939
$37.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-47- 0.12% |
$1.64K - $1.78K
|
39.4K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-49- 0.51% |
$1.71K - $1.86K
|
9.58K
$384K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-57- 0.98% |
$1.99K - $2.16K
|
5.76K
$231K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-65- 0.15% |
$2.27K - $2.47K
|
44.5K
$1.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-74- 0.08% |
$2.58K - $2.81K
|
97.3K
$3.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-82- 0.2% |
$2.86K - $3.11K
|
40.9K
$1.64M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-101- 1.46% |
$3.52K - $3.83K
|
6.84K
$274K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-110- 0.01% |
$3.83K - $4.18K
|
1.91M
$76.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-110- 0.65% |
$3.83K - $4.18K
|
16.9K
$675K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-117- 0.03% |
$4.08K - $4.44K
|
445K
$17.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-122- 0.26% |
$4.25K - $4.63K
|
46.2K
$1.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-140- 0.8% |
$4.88K - $5.32K
|
17.3K
$692K
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
SELL
|
- |
-145- 0.27% |
$5.05K - $5.51K
|
54.4K
$2.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-150- 0.85% |
$5.23K - $5.7K
|
17.5K
$700K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-159- 4.32% |
$5.54K - $6.04K
|
3.52K
$141K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-169- 1.18% |
$5.89K - $6.42K
|
14.2K
$568K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-177- 0.9% |
$6.17K - $6.72K
|
19.6K
$784K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-177- 0.08% |
$6.17K - $6.72K
|
209K
$8.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-181- 0.78% |
$6.31K - $6.87K
|
23.2K
$927K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-192- 48.98% |
$6.69K - $7.29K
|
200
$8K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-192- 48.98% |
$6.69K - $7.29K
|
200
$8K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-198- 1.97% |
$6.9K - $7.52K
|
9.84K
$394K
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
SELL
|
- |
-207- 1.72% |
$7.22K - $7.86K
|
11.8K
$474K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-212- 5.39% |
$7.39K - $8.05K
|
3.72K
$149K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-212- 16.49% |
$7.39K - $8.05K
|
1.07K
$43K
|
|
|
Feb 14, 2025
Q4 2024
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-216- 0.09% |
$7.53K - $8.2K
|
240K
$9.6M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-219- 0.36% |
$7.63K - $8.32K
|
60.9K
$2.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-221- 0.31% |
$7.7K - $8.39K
|
72.1K
$2.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-223- 7.05% |
$7.77K - $8.47K
|
2.94K
$118K
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-250- 25.0% |
$8.72K - $9.49K
|
750
$30K
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-251- 0.05% |
$8.75K - $9.53K
|
463K
$18.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-258- 0.31% |
$8.99K - $9.8K
|
83.5K
$3.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-290- 0.83% |
$10.1K - $11K
|
34.6K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-298- 3.42% |
$10.4K - $11.3K
|
8.42K
$337K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-298- 57.2% |
$10.4K - $11.3K
|
223
$8.92K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-331- 3.47% |
$11.5K - $12.6K
|
9.21K
$369K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-336- 3.44% |
$11.7K - $12.8K
|
9.43K
$378K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-350- 1.39% |
$12.2K - $13.3K
|
24.8K
$992K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-478- 1.15% |
$16.7K - $18.1K
|
41K
$1.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-502- 0.03% |
$17.5K - $19.1K
|
1.76M
$70.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-509- 0.65% |
$17.7K - $19.3K
|
77.9K
$3.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-511- 0.53% |
$17.8K - $19.4K
|
96.7K
$3.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-556- 3.7% |
$19.4K - $21.1K
|
14.5K
$579K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-572- 1.88% |
$19.9K - $21.7K
|
29.9K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-581- 7.46% |
$20.3K - $22.1K
|
7.21K
$289K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-675- 2.14% |
$23.5K - $25.6K
|
30.9K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-747- 2.11% |
$26K - $28.4K
|
34.6K
$1.38M
|