Latest Institutional Purchases of Dimensional ETF Tr (DFIV)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr (DFIV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.4KNew |
$245K - $272K
|
7.4K
$355K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
7.04KNew |
$233K - $259K
|
7.04K
$337K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
5.62KNew |
$186K - $206K
|
5.62K
$269K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.6KNew |
$186K - $206K
|
5.6K
$268K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
5.18K+ 72.22% |
$172K - $190K
|
12.4K
$592K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.04K+ 17.11% |
$101K - $112K
|
20.8K
$995K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.53KNew |
$50.8K - $56.3K
|
1.53K
$73.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.12KNew |
$37K - $41K
|
1.12K
$53.5K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.05KNew |
$34.8K - $38.6K
|
1.05K
$50.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
889+ 9.32% |
$29.5K - $32.7K
|
10.4K
$500K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
583+ 4.35% |
$19.3K - $21.4K
|
14K
$670K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
313New |
$10.4K - $11.5K
|
313
$15K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
127+ 488.46% |
$4.21K - $4.67K
|
153
$7.33K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
111New |
$3.68K - $4.08K
|
111
$5.32K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
45New |
$1.49K - $1.65K
|
45
$2.16K
|
|
| Q4 2023 | |||||||
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1.25MNew |
$38.7M - $43.2M
|
1.25M
$60M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
51K+ 2.26% |
$1.58M - $1.76M
|
2.31M
$111M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
32.2KNew |
$994K - $1.11M
|
32.2K
$1.54M
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
14.6KNew |
$451K - $503K
|
14.6K
$700K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
11.7KNew |
$362K - $404K
|
11.7K
$562K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.34KNew |
$257K - $287K
|
8.34K
$399K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.96KNew |
$246K - $274K
|
7.96K
$381K
|
|
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
7.62K+ 888.56% |
$235K - $262K
|
8.47K
$406K
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
7KNew |
$216K - $241K
|
7K
$335K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
6.27KNew |
$193K - $216K
|
6.27K
$300K
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
6.01KNew |
$185K - $207K
|
6.01K
$288K
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
5.9KNew |
$182K - $203K
|
5.9K
$283K
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
5.86KNew |
$181K - $202K
|
5.86K
$281K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.3KNew |
$70.9K - $79.2K
|
2.3K
$110K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.78K+ 79.05% |
$54.8K - $61.2K
|
4.03K
$193K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
800New |
$24.7K - $27.6K
|
800
$38.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
695New |
$21.4K - $23.9K
|
695
$33.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
303New |
$9.35K - $10.4K
|
303
$14.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
301New |
$9.29K - $10.4K
|
301
$14.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
229New |
$7.07K - $7.89K
|
229
$11K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
78+ 0.93% |
$2.41K - $2.69K
|
8.49K
$407K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
54New |
$1.67K - $1.86K
|
54
$2.59K
|
|
| Q3 2023 | |||||||
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
11.3KNew |
$361K - $388K
|
11.3K
$540K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.27KNew |
$297K - $319K
|
9.27K
$444K
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
9KNew |
$289K - $310K
|
9K
$431K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
4.84K+ 3.29% |
$155K - $167K
|
152K
$7.28M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.07KNew |
$34.2K - $36.7K
|
1.07K
$51.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
827New |
$26.5K - $28.5K
|
827
$39.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
186New |
$5.97K - $6.4K
|
186
$8.91K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
27+ 0.19% |
$867 - $929
|
14.5K
$697K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
26+ 0.41% |
$835 - $895
|
6.32K
$303K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$32.1 - $34.4
|
9.09K
$435K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
388KNew |
$12.2M - $13.1M
|
388K
$18.6M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
388KNew |
$12.2M - $13.1M
|
388K
$18.6M
|
|