Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr (DFIV)

DFIV Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV) during Q2 2023. 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 11, 2023 Q2 2023
Wescott Financial Advisory Group, LLC

BUY
 -
7.78K
+ 1.97%
$245K - $263K
402K $14M
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
7.65K
+ 26.23%
$241K - $258K
36.8K $1.29M
Jul 25, 2023 Q2 2023
Mraz, Amerine & Associates, Inc.

BUY
 -
7.14K
+ 10.66%
$225K - $241K
74.1K $2.59M
Aug 10, 2023 Q2 2023
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
7.1K
+ 244.83%
$223K - $240K
10K $350K
Jul 14, 2023 Q2 2023
Clear Creek Financial Management, LLC

BUY
 -
6.95K
New
$219K - $235K
6.95K $243K
Jul 24, 2023 Q2 2023
Briggs Advisory Group, Inc.

BUY
 -
6.78K
+ 4.84%
$213K - $229K
147K $5.14M
Aug 11, 2023 Q2 2023
Argent Trust CO

Nashville, TN
BUY
 -
6.45K
New
$203K - $218K
6.45K $225K
Jul 18, 2023 Q2 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
6.38K
+ 12.6%
$201K - $216K
57.1K $1.99M
Jul 17, 2023 Q2 2023
Investment Advisory Group, LLC

BUY
 -
6.16K
New
$194K - $208K
6.16K $215K
Aug 14, 2023 Q2 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
6.15K
New
$193K - $208K
6.15K $215K
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
6.12K
New
$193K - $207K
6.12K $214K
Aug 07, 2023 Q2 2023
Betterment LLC

New York, NY
BUY
 -
5.84K
+ 40.34%
$184K - $197K
20.3K $710K
Jul 31, 2023 Q2 2023
G2 Capital Management, LLC

Columbus, OH
BUY
 -
5.73K
+ 4.54%
$180K - $193K
132K $4.61M
Aug 15, 2023 Q2 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
5.69K
+ 16.0%
$179K - $192K
41.2K $1.44M
Aug 04, 2023 Q2 2023
Claris Advisors, LLC

BUY
 -
5.57K
+ 1.66%
$175K - $188K
342K $11.9M
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
5.31K
+ 908.39%
$167K - $179K
5.89K $206K
Aug 14, 2023 Q2 2023
Jt Stratford LLC

Gainesville, GA
BUY
 -
5.1K
+ 39.75%
$160K - $172K
17.9K $627K
Aug 14, 2023 Q2 2023
Investmark Advisory Group LLC

BUY
 -
4.97K
+ 7.02%
$156K - $168K
75.8K $2.65M
Jul 14, 2023 Q2 2023
Valeo Financial Advisors, LLC

BUY
 -
4.59K
+ 18.12%
$144K - $155K
29.9K $1.05M
Jul 25, 2023 Q2 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
4.54K
+ 5.25%
$143K - $153K
91.1K $3.18M
Aug 03, 2023 Q2 2023
Addison Advisors LLC

BUY
 -
4.53K
+ 15.29%
$142K - $153K
34.2K $1.19M
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
4.26K
+ 34.18%
$134K - $144K
16.7K $584K
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
4.2K
+ 9.44%
$132K - $142K
48.7K $1.7M
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
4.12K
+ 8.16%
$129K - $139K
54.6K $1.91M
Jul 31, 2023 Q2 2023
Brighton Jones LLC

BUY
 -
4.05K
+ 33.94%
$127K - $137K
16K $559K
Sep 26, 2023 Q2 2023
Intrepid Capital Management Inc

Jacksonville Beach, FL
BUY
 -
3.9K
New
$123K - $132K
3.9K $136K
Jul 20, 2023 Q2 2023
Planning Center, Inc.

BUY
 -
3.88K
+ 0.46%
$122K - $131K
853K $29.8M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
3.08K
+ 15.99%
$97K - $104K
22.4K $782K
Jul 10, 2023 Q2 2023
City State Bank

Norwalk, IA
BUY
 -
3K
New
$94.4K - $101K
3K $105K
Jul 19, 2023 Q2 2023
Aspiriant, LLC

BUY
 -
2.99K
+ 1.23%
$94.1K - $101K
246K $8.61M
Jul 21, 2023 Q2 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
2.7K
+ 25.81%
$84.9K - $91.1K
13.2K $460K
Jul 21, 2023 Q2 2023
Private Ocean, LLC

BUY
 -
2.62K
+ 3.23%
$82.4K - $88.5K
83.7K $2.92M
Aug 09, 2023 Q2 2023
Evoke Wealth, LLC

BUY
 -
2.49K
+ 37.18%
$78.2K - $84K
9.18K $321K
Jul 24, 2023 Q2 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
2.48K
+ 7.69%
$78K - $83.7K
34.7K $1.21M
Aug 04, 2023 Q2 2023
Andrews, Lucia Wealth Management LLC

BUY
 -
2.48K
+ 1.28%
$78K - $83.7K
197K $6.87M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
2.37K
+ 35.69%
$74.6K - $80.1K
9.01K $315K
Aug 14, 2023 Q2 2023
Lumature Wealth Partners, LLC

Alpharetta, GA
BUY
 -
2.36K
New
$74.3K - $79.8K
2.36K $82.6K
Aug 14, 2023 Q2 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
2.31K
+ 6.59%
$72.6K - $78K
37.4K $1.31M
Jul 12, 2023 Q2 2023
Shanker Valleau Wealth Advisors, Inc.

BUY
 -
2.23K
+ 1.02%
$70.1K - $75.3K
221K $7.72M
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
2.19K
+ 18.33%
$68.8K - $73.9K
14.1K $494K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
2.19K
+ 7.46%
$68.8K - $73.9K
31.5K $1.1M
Jul 18, 2023 Q2 2023
Tilson Financial Group, Inc.

New Providence, NJ
BUY
 -
2.07K
+ 11.5%
$65K - $69.8K
20K $700K
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
1.95K
+ 3.08%
$61.5K - $66K
65.4K $2.29M
Jul 27, 2023 Q2 2023
Rf&L Wealth Management, LLC

Acton, MA
BUY
 -
1.95K
+ 1.97%
$61.3K - $65.9K
101K $3.52M
Jul 24, 2023 Q2 2023
Whittier Trust CO

BUY
 -
1.88K
+ 1.58%
$59.2K - $63.5K
121K $4.23M
Jul 14, 2023 Q2 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
1.77K
New
$55.7K - $59.8K
1.77K $61.9K
Aug 04, 2023 Q2 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
1.71K
+ 3.96%
$53.8K - $57.7K
44.9K $1.57M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
1.66K
+ 0.71%
$52.3K - $56.2K
238K $8.3M
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
1.6K
+ 18.72%
$50.2K - $53.9K
10.1K $354K

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