Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr (DFIV)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
27.8K+ 37.51% |
$921K - $1.02M
|
102K
$3.6M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
26.8K+ 1.64% |
$889K - $985K
|
1.66M
$58.8M
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
25.4K+ 11.56% |
$841K - $932K
|
245K
$8.65M
|
|
|
Apr 17, 2024
Q1 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
24.6K+ 10.06% |
$817K - $906K
|
270K
$9.53M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.9K+ 23.97% |
$792K - $878K
|
124K
$4.37M
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
23.2K+ 9.74% |
$769K - $852K
|
261K
$9.23M
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
22.8K+ 4.02% |
$757K - $839K
|
590K
$20.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
22.7KNew |
$751K - $832K
|
22.7K
$801K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
21.8K+ 239.28% |
$724K - $803K
|
31K
$1.09M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
20.8K+ 15.74% |
$689K - $763K
|
153K
$5.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
20.1K+ 14.24% |
$668K - $740K
|
162K
$5.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
19.4KNew |
$643K - $712K
|
19.4K
$685K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
19.2K+ 8.46% |
$636K - $705K
|
246K
$8.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.1K+ 8.1% |
$632K - $701K
|
254K
$8.99M
|
|
|
Apr 03, 2024
Q1 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
18.9K+ 3.44% |
$625K - $693K
|
566K
$20M
|
|
|
May 15, 2024
Q1 2024
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
18.8KNew |
$624K - $691K
|
18.8K
$665K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
18.5K+ 1.86% |
$614K - $681K
|
1.02M
$35.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
18.5K+ 33.21% |
$612K - $678K
|
74K
$2.62M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.2K+ 588.11% |
$605K - $671K
|
21.4K
$755K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
17.7K+ 2.79% |
$586K - $650K
|
650K
$23M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
17.2K+ 4.48% |
$570K - $631K
|
401K
$14.2M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
16.8K+ 36.85% |
$555K - $616K
|
62.2K
$2.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
15.8KNew |
$524K - $581K
|
15.8K
$559K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
15.4K+ 7.8% |
$512K - $567K
|
213K
$7.54M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
15.4K+ 302.76% |
$509K - $565K
|
20.4K
$722K
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
15.1K+ 12.87% |
$501K - $556K
|
133K
$4.69M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.9K+ 5.41% |
$493K - $546K
|
290K
$10.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
14.6K+ 2.13% |
$484K - $536K
|
698K
$24.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
14.3K+ 7.41% |
$475K - $526K
|
208K
$7.33M
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
13.6K+ 5.98% |
$449K - $498K
|
240K
$8.5M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
13.3K+ 25.77% |
$440K - $488K
|
64.8K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
13.2KNew |
$439K - $486K
|
13.2K
$468K
|
|
|
Apr 24, 2024
Q1 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
13.2KNew |
$439K - $486K
|
13.2K
$468K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13.1K+ 13.59% |
$435K - $482K
|
110K
$3.88M
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
13.1K+ 4.26% |
$435K - $482K
|
321K
$11.3M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
12.7K+ 10.84% |
$421K - $467K
|
130K
$4.59M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
12.6K+ 2.85% |
$418K - $463K
|
455K
$16.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.4K+ 9.52% |
$410K - $454K
|
142K
$5.02M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
11.3KNew |
$375K - $415K
|
11.3K
$399K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.2KNew |
$370K - $410K
|
11.2K
$394K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
10.9K+ 8.28% |
$361K - $401K
|
143K
$5.04M
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
10.8K+ 4.2% |
$358K - $397K
|
268K
$9.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
10.6KNew |
$350K - $388K
|
10.6K
$373K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.5K+ 32.55% |
$350K - $388K
|
42.9K
$1.52M
|
|
|
Apr 02, 2024
Q1 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
9.79K+ 2.75% |
$325K - $360K
|
365K
$12.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
9.76K+ 52.43% |
$324K - $359K
|
28.4K
$1M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
9.52K+ 35.47% |
$315K - $350K
|
36.3K
$1.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
9.28K+ 13.1% |
$308K - $341K
|
80.1K
$2.83M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
9.25K+ 2.19% |
$307K - $340K
|
431K
$15.2M
|
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
9.1K+ 0.62% |
$302K - $334K
|
1.49M
$52.5M
|