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
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-800- 4.18% |
$27.9K - $30.4K
|
18.3K
$733K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-816- 7.24% |
$28.4K - $31K
|
10.5K
$418K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-855- 0.61% |
$29.8K - $32.5K
|
140K
$5.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-862- 3.91% |
$30K - $32.7K
|
21.2K
$848K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-931- 9.82% |
$32.5K - $35.4K
|
8.55K
$342K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-948- 2.98% |
$33K - $36K
|
30.9K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-965- 83.91% |
$33.6K - $36.6K
|
185
$7.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1K- 7.07% |
$34.9K - $38K
|
13.2K
$526K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.01K- 4.13% |
$35.2K - $38.4K
|
23.5K
$939K
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-1.08K- 2.5% |
$37.6K - $41K
|
42K
$1.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.11K- 2.98% |
$38.6K - $42K
|
36K
$1.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.13K- 0.59% |
$39.3K - $42.8K
|
190K
$7.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.14K- 6.5% |
$39.9K - $43.4K
|
16.5K
$659K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.19K- 13.18% |
$41.6K - $45.3K
|
7.86K
$315K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.22K- 1.69% |
$42.5K - $46.3K
|
70.8K
$2.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-1.27K- 6.04% |
$44.3K - $48.3K
|
19.8K
$792K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-1.4K- 0.51% |
$48.8K - $53.2K
|
274K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.58K- 7.81% |
$55.2K - $60.1K
|
18.7K
$748K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.59K- 8.42% |
$55.3K - $60.2K
|
17.3K
$691K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1.61K- 0.22% |
$56.3K - $61.3K
|
747K
$29.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.63K- 1.55% |
$56.8K - $61.9K
|
104K
$4.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1.66K- 8.69% |
$57.8K - $63K
|
17.4K
$697K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.87K- 2.29% |
$65K - $70.8K
|
79.6K
$3.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.88K- 2.62% |
$65.4K - $71.3K
|
69.7K
$2.79M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.9K- 5.72% |
$66.3K - $72.2K
|
31.3K
$1.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-1.92K- 2.21% |
$67K - $72.9K
|
85K
$3.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.95K- 0.29% |
$68K - $74.1K
|
670K
$26.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.97K- 1.63% |
$68.7K - $74.8K
|
119K
$4.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.99K- 1.84% |
$69.5K - $75.7K
|
107K
$4.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.17K- 7.36% |
$75.6K - $82.4K
|
27.3K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.18K- 18.96% |
$76K - $82.8K
|
9.32K
$373K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-2.24K- 13.01% |
$77.9K - $84.9K
|
14.9K
$598K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.34K- 2.2% |
$81.5K - $88.8K
|
104K
$4.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-2.76K- 0.98% |
$96.2K - $105K
|
278K
$11.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-3.05K- 22.32% |
$106K - $116K
|
10.6K
$424K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.47K- 0.96% |
$121K - $132K
|
358K
$14.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-3.65K- 1.0% |
$127K - $139K
|
360K
$14.4M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-3.81K- 10.36% |
$133K - $145K
|
33K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.7K- 32.37% |
$164K - $178K
|
9.81K
$393K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-5.03K- 37.55% |
$175K - $191K
|
8.36K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-5.07K- 1.37% |
$177K - $193K
|
367K
$14.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.16K- 74.79% |
$180K - $196K
|
1.74K
$69.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-5.27K- 11.35% |
$184K - $200K
|
41.2K
$1.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5.31K- 1.99% |
$185K - $201K
|
261K
$10.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-5.53K- 3.55% |
$193K - $210K
|
150K
$6.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-6.5K- 5.0% |
$227K - $247K
|
123K
$4.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-6.71K- 7.3% |
$234K - $255K
|
85.2K
$3.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.74K- 1.2% |
$235K - $256K
|
555K
$22.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-6.84K- 2.37% |
$238K - $260K
|
282K
$11.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-6.95K- 1.69% |
$242K - $264K
|
403K
$16.1M
|