Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr (DFIV)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV) during Q4 2023. 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 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
16K+ 0.43% |
$494K - $551K
|
3.69M
$141M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15.8KNew |
$486K - $543K
|
15.8K
$603K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.6K+ 341.46% |
$481K - $537K
|
20.2K
$771K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.3K+ 45.52% |
$472K - $528K
|
48.9K
$1.87M
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
BUY
|
- |
15K+ 1.75% |
$462K - $516K
|
868K
$33.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.9K+ 43.21% |
$460K - $514K
|
49.5K
$1.89M
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
14.9KNew |
$458K - $512K
|
14.9K
$568K
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
14.6KNew |
$451K - $503K
|
14.6K
$559K
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
13.8KNew |
$424K - $474K
|
13.8K
$526K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.7KNew |
$423K - $472K
|
13.7K
$524K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
13.7K+ 10.18% |
$423K - $472K
|
148K
$5.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.7K+ 5.62% |
$423K - $472K
|
257K
$9.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
13.5K+ 16.2% |
$415K - $464K
|
96.6K
$3.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
13K+ 3.19% |
$402K - $449K
|
421K
$16.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
12.5K+ 3.05% |
$387K - $432K
|
424K
$16.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
12.4KNew |
$383K - $427K
|
12.4K
$474K
|
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
12.4KNew |
$382K - $427K
|
12.4K
$474K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.9KNew |
$368K - $411K
|
11.9K
$456K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
11.7KNew |
$362K - $404K
|
11.7K
$448K
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
11.6K+ 1.66% |
$358K - $400K
|
712K
$27.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
11.3K+ 10.72% |
$350K - $391K
|
117K
$4.48M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
11.1K+ 10.42% |
$341K - $381K
|
117K
$4.49M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
10.7KNew |
$330K - $368K
|
10.7K
$409K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10.5K+ 26.97% |
$326K - $364K
|
49.7K
$1.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.5KNew |
$324K - $362K
|
10.5K
$402K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
10.5K+ 16.48% |
$324K - $362K
|
74.2K
$2.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
10.5K+ 1.04% |
$324K - $361K
|
1.02M
$38.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
10.3K+ 5.34% |
$319K - $357K
|
204K
$7.81M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
9.91K+ 5.12% |
$306K - $341K
|
204K
$7.79M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
9.91K+ 5.12% |
$306K - $341K
|
204K
$7.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
9.9K+ 1.35% |
$305K - $341K
|
744K
$28.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
9.76K+ 8.46% |
$301K - $336K
|
125K
$4.79M
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
9.36K+ 2.57% |
$289K - $322K
|
374K
$14.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
9.13KNew |
$282K - $314K
|
9.13K
$349K
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
9.06K+ 2.64% |
$279K - $312K
|
352K
$13.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
8.97K+ 6.8% |
$277K - $309K
|
141K
$5.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
8.91K+ 4.53% |
$275K - $307K
|
206K
$7.86M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
8.7KNew |
$269K - $300K
|
8.7K
$333K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
8.47KNew |
$261K - $292K
|
8.47K
$324K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.34KNew |
$257K - $287K
|
8.34K
$319K
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
BUY
|
- |
8.27K+ 22.04% |
$255K - $285K
|
45.8K
$1.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
8.23KNew |
$254K - $283K
|
8.23K
$315K
|
|
|
Jan 11, 2024
Q4 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
8.15K+ 3.59% |
$251K - $281K
|
235K
$8.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
8.12KNew |
$251K - $280K
|
8.12K
$311K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.96KNew |
$246K - $274K
|
7.96K
$304K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7.77K+ 13.97% |
$240K - $268K
|
63.4K
$2.42M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.75K+ 3.41% |
$239K - $267K
|
235K
$9M
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
7.5K+ 9.9% |
$231K - $258K
|
83.3K
$3.19M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
7.28K+ 35.02% |
$225K - $251K
|
28.1K
$1.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
7.21KNew |
$222K - $248K
|
7.21K
$276K
|