Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr (DFIV)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.49M+ 170.03% |
$88.4M - $94.7M
|
3.95M
$140M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.88M+ 12.65% |
$66.6M - $71.4M
|
16.7M
$590M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.83M+ 14.28% |
$65M - $69.7M
|
14.7M
$518M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
1.63M+ 84.77% |
$57.8M - $61.9M
|
3.55M
$125M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.02M+ 39.27% |
$36.2M - $38.8M
|
3.62M
$128M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
962K+ 15.26% |
$34.2M - $36.6M
|
7.26M
$257M
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
BUY
|
- |
709K+ 64.2% |
$25.2M - $27M
|
1.81M
$64.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
677K+ 12.44% |
$24M - $25.7M
|
6.12M
$216M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
674KNew |
$23.9M - $25.6M
|
674K
$23.8M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
559KNew |
$19.8M - $21.3M
|
559K
$19.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
432KNew |
$15.4M - $16.4M
|
432K
$15.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
404KNew |
$14.3M - $15.4M
|
404K
$14.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
335K+ 27.52% |
$11.9M - $12.7M
|
1.55M
$54.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
323K+ 16.49% |
$11.5M - $12.3M
|
2.28M
$80.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
239KNew |
$8.47M - $9.07M
|
239K
$8.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
214K+ 33.3% |
$7.58M - $8.12M
|
855K
$30.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
180K+ 2.76% |
$6.39M - $6.85M
|
6.7M
$237M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
168K+ 10.7% |
$5.96M - $6.38M
|
1.74M
$61.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
155KNew |
$5.49M - $5.88M
|
155K
$5.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
147K+ 40.13% |
$5.22M - $5.59M
|
514K
$18.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
144KNew |
$5.1M - $5.46M
|
144K
$5.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
138KNew |
$4.88M - $5.23M
|
138K
$4.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
137K+ 3.37% |
$4.88M - $5.23M
|
4.22M
$149M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
126K+ 17.97% |
$4.49M - $4.8M
|
829K
$29.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
125K+ 8.42% |
$4.44M - $4.75M
|
1.61M
$56.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
97.5K+ 9.04% |
$3.46M - $3.71M
|
1.18M
$41.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
96.4KNew |
$3.42M - $3.67M
|
96.4K
$3.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
95.8K+ 4.15% |
$3.4M - $3.64M
|
2.4M
$85M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
94KNew |
$3.34M - $3.57M
|
94K
$3.32M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
82.6K+ 607.47% |
$2.93M - $3.14M
|
96.2K
$3.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
80.3K+ 31.69% |
$2.85M - $3.05M
|
334K
$11.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
80K+ 4.85% |
$2.84M - $3.04M
|
1.73M
$61.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
75.8K+ 6.82% |
$2.69M - $2.88M
|
1.19M
$42M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
74.3KNew |
$2.64M - $2.82M
|
74.3K
$2.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
72.9KNew |
$2.59M - $2.77M
|
72.9K
$2.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
71.3K+ 93.8% |
$2.53M - $2.71M
|
147K
$5.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
68.4K+ 320.24% |
$2.43M - $2.6M
|
89.7K
$3.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
64.5K+ 3.88% |
$2.29M - $2.45M
|
1.73M
$61.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
64.4K+ 24.67% |
$2.29M - $2.45M
|
326K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
60K+ 15.82% |
$2.13M - $2.28M
|
439K
$15.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
54K+ 147.72% |
$1.92M - $2.05M
|
90.5K
$3.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
53.8K+ 40.59% |
$1.91M - $2.05M
|
186K
$6.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
49.8K+ 25.48% |
$1.77M - $1.89M
|
245K
$8.66M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
46.3K+ 17.96% |
$1.64M - $1.76M
|
304K
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
45.8K+ 14.06% |
$1.63M - $1.74M
|
371K
$13.1M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42.3K+ 7.21% |
$1.5M - $1.61M
|
629K
$22.2M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
41.8K+ 1.5% |
$1.48M - $1.59M
|
2.82M
$99.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
40.9K+ 3.53% |
$1.45M - $1.56M
|
1.2M
$42.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40.1K+ 25.23% |
$1.42M - $1.53M
|
199K
$7.04M
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
40.1K+ 5.57% |
$1.42M - $1.52M
|
760K
$26.9M
|