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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
11.8KNew |
$419K - $449K
|
11.8K
$417K
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
11.2K+ 20.62% |
$399K - $428K
|
65.8K
$2.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
11K+ 7.77% |
$390K - $417K
|
152K
$5.38M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
10.8K+ 16.69% |
$384K - $411K
|
75.6K
$2.67M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.8K+ 0.53% |
$383K - $410K
|
2.05M
$72.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.8KNew |
$382K - $409K
|
10.8K
$381K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
10.6KNew |
$377K - $404K
|
10.6K
$376K
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
10.3KNew |
$365K - $391K
|
10.3K
$363K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.1K+ 4.86% |
$360K - $385K
|
219K
$7.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
10.1K+ 2.77% |
$357K - $383K
|
374K
$13.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
9.95K+ 3.1% |
$353K - $378K
|
331K
$11.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9.94K+ 3.77% |
$353K - $378K
|
274K
$9.67M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
9.81K+ 5.49% |
$348K - $373K
|
188K
$6.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
9.58K+ 12.23% |
$340K - $364K
|
88K
$3.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.44K+ 17.85% |
$335K - $359K
|
62.4K
$2.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
9.17KNew |
$326K - $349K
|
9.17K
$324K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
8.99K+ 1.61% |
$319K - $342K
|
567K
$20M
|
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
8.88K+ 78.59% |
$315K - $338K
|
20.2K
$713K
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
8.88K+ 11.4% |
$315K - $338K
|
86.8K
$3.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
8.77K+ 11.85% |
$311K - $334K
|
82.8K
$2.93M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
8.47KNew |
$301K - $322K
|
8.47K
$299K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.27KNew |
$294K - $314K
|
8.27K
$292K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.19K+ 2.22% |
$291K - $312K
|
378K
$13.4M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
7.54K+ 36.9% |
$268K - $287K
|
28K
$989K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
7.39K+ 0.67% |
$262K - $281K
|
1.11M
$39.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.38K+ 6.01% |
$262K - $281K
|
130K
$4.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
7.31K+ 1.59% |
$260K - $278K
|
466K
$16.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7.19K+ 3.46% |
$255K - $273K
|
215K
$7.59M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.05K+ 127.78% |
$250K - $268K
|
12.6K
$444K
|
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
6.98K+ 2.65% |
$248K - $265K
|
270K
$9.55M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.98KNew |
$248K - $265K
|
6.98K
$247K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.77K+ 21.42% |
$240K - $258K
|
38.4K
$1.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
6.44KNew |
$229K - $245K
|
6.44K
$228K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.25KNew |
$222K - $238K
|
6.25K
$221K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
6.12K+ 3.83% |
$217K - $232K
|
166K
$5.85M
|
|
|
Aug 09, 2024
Q2 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
6.07K+ 4.39% |
$215K - $231K
|
144K
$5.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.88K+ 21.6% |
$209K - $223K
|
33.1K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.8KNew |
$206K - $220K
|
5.8K
$205K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.77KNew |
$205K - $219K
|
5.77K
$204K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5.77KNew |
$205K - $219K
|
5.77K
$204K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.77K+ 42.14% |
$205K - $219K
|
19.4K
$687K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.67K+ 5.78% |
$201K - $216K
|
104K
$3.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
5.58KNew |
$198K - $212K
|
5.58K
$197K
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
5.36K+ 2.88% |
$190K - $204K
|
192K
$6.78M
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.33K+ 2.74% |
$189K - $202K
|
200K
$7.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.27K+ 5.39% |
$187K - $200K
|
103K
$3.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
5K+ 13.77% |
$178K - $190K
|
41.3K
$1.46M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
5K+ 26.58% |
$178K - $190K
|
23.8K
$842K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.93K+ 35.25% |
$175K - $188K
|
18.9K
$669K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.82K+ 0.85% |
$171K - $183K
|
569K
$20.1M
|