Latest Institutional Transactions on Dimensional ETF Tr (DFIV)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr (DFIV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.22KNew |
$216K - $239K
|
6.22K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-6.46K- 2.36% |
$224K - $248K
|
267K
$9.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-20.7K- 2.42% |
$716K - $793K
|
833K
$31M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-31.1K- 10.5% |
$1.08M - $1.2M
|
266K
$9.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
101KNew |
$3.48M - $3.86M
|
101K
$3.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.81K+ 56.52% |
$340K - $376K
|
27.2K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
392New |
$13.6K - $15K
|
392
$14.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.71K+ 23.33% |
$94K - $104K
|
14.3K
$533K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
28.2K+ 53.92% |
$977K - $1.08M
|
80.4K
$2.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-81.7K- 25.37% |
$2.83M - $3.13M
|
240K
$8.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.4K+ 4.15% |
$499K - $553K
|
361K
$13.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.93K- 35.38% |
$101K - $112K
|
5.34K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-20- 1.24% |
$693 - $768
|
1.59K
$59K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
26.7K+ 40.54% |
$925K - $1.02M
|
92.5K
$3.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.26MNew |
$43.6M - $48.3M
|
1.26M
$46.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
364K+ 20.99% |
$12.6M - $14M
|
2.1M
$78M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.52M- 88.97% |
$122M - $135M
|
436K
$16.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
69.6K+ 8.13% |
$2.41M - $2.67M
|
925K
$34.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-49.8K- 1.18% |
$1.73M - $1.91M
|
4.17M
$155M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
6.25KNew |
$217K - $240K
|
6.25K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
5.15K+ 2.98% |
$178K - $198K
|
178K
$6.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
338+ 0.05% |
$11.7K - $13K
|
709K
$26.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-403- 3.51% |
$14K - $15.5K
|
11.1K
$412K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45.9K+ 8.93% |
$1.59M - $1.76M
|
560K
$20.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.7K+ 19.38% |
$336K - $372K
|
59.8K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.74K+ 3.88% |
$60.3K - $66.8K
|
46.6K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
5.26K+ 5.98% |
$182K - $202K
|
93.2K
$3.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13K+ 1.79% |
$451K - $500K
|
739K
$27.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
35.4K+ 14.42% |
$1.23M - $1.36M
|
281K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
12.9K+ 8.44% |
$446K - $493K
|
165K
$6.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-5.56K- 6.08% |
$193K - $214K
|
86K
$3.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
82.9KNew |
$2.87M - $3.18M
|
82.9K
$3.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.94KNew |
$137K - $151K
|
3.94K
$146K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-126- 36.63% |
$4.37K - $4.84K
|
218
$8.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.8K- 5.06% |
$652K - $722K
|
353K
$13.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.25K+ 315.69% |
$251K - $278K
|
9.54K
$355K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
869New |
$30.1K - $33.4K
|
869
$32.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.5K+ 7.01% |
$918K - $1.02M
|
405K
$15M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
13.2KNew |
$456K - $505K
|
13.2K
$489K
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2K+ 17.65% |
$69.4K - $76.8K
|
13.3K
$496K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.21K+ 34.34% |
$76.7K - $84.9K
|
8.65K
$322K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.08K+ 43.83% |
$141K - $157K
|
13.4K
$497K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.15KNew |
$39.9K - $44.1K
|
1.15K
$42.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
32.1KNew |
$1.11M - $1.23M
|
32.1K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
56+ 1.05% |
$1.94K - $2.15K
|
5.41K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
521New |
$18.1K - $20K
|
521
$19.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
4.22K+ 1.85% |
$146K - $162K
|
233K
$8.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
148+ 1.33% |
$5.13K - $5.68K
|
11.3K
$419K
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
82.8K+ 5.14% |
$2.87M - $3.18M
|
1.69M
$62.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
46.1K+ 54.41% |
$1.6M - $1.77M
|
131K
$4.86M
|