Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr (DFIV)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.71K- 10.53% |
$59.2K - $65.6K
|
14.5K
$583K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.71K- 15.28% |
$59.2K - $65.6K
|
9.48K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.9K- 2.88% |
$65.9K - $73K
|
64.2K
$2.58M
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
SELL
|
- |
-1.92K- 13.76% |
$66.6K - $73.8K
|
12K
$484K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.03K- 8.47% |
$70.3K - $77.9K
|
21.9K
$880K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-2.11K- 10.95% |
$73.2K - $81.1K
|
17.2K
$690K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.13K- 5.42% |
$73.7K - $81.6K
|
37.1K
$1.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-2.17K- 1.37% |
$75.3K - $83.4K
|
156K
$6.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.51K- 7.38% |
$87.1K - $96.4K
|
31.5K
$1.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.55K- 3.21% |
$88.2K - $97.7K
|
76.8K
$3.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-2.8K- 0.78% |
$97.1K - $108K
|
355K
$14.3M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.85K- 3.0% |
$98.7K - $109K
|
91.9K
$3.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.86K- 0.11% |
$99.2K - $110K
|
2.62M
$105M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.91K- 4.56% |
$101K - $112K
|
60.9K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.93K- 35.38% |
$101K - $112K
|
5.34K
$215K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.94K- 0.67% |
$102K - $113K
|
437K
$17.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3K- 48.64% |
$104K - $115K
|
3.16K
$127K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-3.23K- 5.01% |
$112K - $124K
|
61.1K
$2.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-3.26K- 6.57% |
$113K - $125K
|
46.4K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-3.5K- 2.43% |
$121K - $134K
|
141K
$5.65M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.5K- 11.66% |
$121K - $134K
|
26.5K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-3.62K- 23.23% |
$125K - $139K
|
11.9K
$480K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3.86K- 1.43% |
$134K - $148K
|
266K
$10.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-3.88K- 9.53% |
$134K - $149K
|
36.8K
$1.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-4.19K- 1.74% |
$145K - $161K
|
236K
$9.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-4.5K- 21.96% |
$156K - $173K
|
16K
$642K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.09K- 26.18% |
$176K - $195K
|
14.4K
$576K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-5.18K- 2.39% |
$180K - $199K
|
211K
$8.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-5.56K- 6.08% |
$193K - $214K
|
86K
$3.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-5.75K- 2.17% |
$199K - $221K
|
259K
$10.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-5.82K- 11.28% |
$202K - $223K
|
45.8K
$1.84M
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-5.92K- 43.19% |
$205K - $227K
|
7.79K
$313K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-6.46K- 2.36% |
$224K - $248K
|
267K
$10.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-7.09K- 1.25% |
$246K - $272K
|
562K
$22.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-7.26K- 14.42% |
$252K - $279K
|
43.1K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.41K- 0.67% |
$257K - $284K
|
1.1M
$44.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-7.5K- 7.01% |
$260K - $288K
|
99.4K
$3.99M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-7.56K- 1.81% |
$262K - $290K
|
410K
$16.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-7.62K- 89.88% |
$264K - $292K
|
857
$34.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-7.83K- 2.03% |
$271K - $301K
|
379K
$15.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-9.19K- 16.57% |
$319K - $353K
|
46.3K
$1.86M
|
|
|
Oct 11, 2024
Q3 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-9.26K- 2.48% |
$321K - $355K
|
364K
$14.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-9.41K- 5.05% |
$326K - $361K
|
177K
$7.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-9.8K- 0.7% |
$340K - $376K
|
1.4M
$56.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.5K- 3.19% |
$364K - $404K
|
319K
$12.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-10.7K- 12.34% |
$371K - $411K
|
76.1K
$3.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-11K- 5.14% |
$381K - $422K
|
203K
$8.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11K- 10.7% |
$382K - $423K
|
91.9K
$3.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.1K- 13.38% |
$386K - $427K
|
72K
$2.89M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-11.3K- 32.11% |
$391K - $433K
|
23.9K
$959K
|