Purchases and Sales Made in Q3 2021 in Dimensional ETF Tr (DFIV)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
9.7MNew |
$313M - $326M
|
9.7M
$339M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.66MNew |
$150M - $157M
|
4.66M
$163M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.81MNew |
$123M - $128M
|
3.81M
$133M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.03MNew |
$97.6M - $102M
|
3.03M
$106M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
2.62MNew |
$84.6M - $88.3M
|
2.62M
$91.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
2.09MNew |
$67.4M - $70.3M
|
2.09M
$73M
|
|
|
Nov 15, 2021
Q3 2021
|
Foster Group, Inc.
|
BUY
|
- |
1.92MNew |
$61.8M - $64.4M
|
1.92M
$66.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.72MNew |
$55.3M - $57.7M
|
1.72M
$60M
|
|
|
Oct 13, 2021
Q3 2021
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.63MNew |
$52.5M - $54.8M
|
1.63M
$56.9M
|
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.21MNew |
$38.9M - $40.6M
|
1.21M
$42.2M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.01MNew |
$32.7M - $34.1M
|
1.01M
$35.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
992KNew |
$32M - $33.4M
|
992K
$34.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
961KNew |
$31M - $32.3M
|
961K
$33.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
960KNew |
$31M - $32.3M
|
960K
$33.5M
|
|
|
Aug 11, 2023
Q3 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
918KNew |
$29.6M - $30.9M
|
918K
$32.1M
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
883KNew |
$28.5M - $29.7M
|
883K
$30.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
872KNew |
$28.1M - $29.4M
|
872K
$30.5M
|
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
BUY
|
- |
710KNew |
$22.9M - $23.9M
|
710K
$24.8M
|
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
704KNew |
$22.7M - $23.7M
|
704K
$24.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
664KNew |
$21.4M - $22.3M
|
664K
$23.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
653KNew |
$21M - $22M
|
653K
$22.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
BUY
|
- |
535KNew |
$17.2M - $18M
|
535K
$18.7M
|
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
432KNew |
$13.9M - $14.5M
|
432K
$15.1M
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
416KNew |
$13.4M - $14M
|
416K
$14.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
373KNew |
$12M - $12.5M
|
373K
$13M
|
|
|
Oct 29, 2021
Q3 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
338KNew |
$10.9M - $11.4M
|
338K
$11.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
310KNew |
$9.98M - $10.4M
|
310K
$10.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
303KNew |
$9.76M - $10.2M
|
303K
$10.6M
|
|
|
Oct 18, 2021
Q3 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
245KNew |
$7.89M - $8.23M
|
245K
$8.55M
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
227KNew |
$7.33M - $7.65M
|
227K
$7.94M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
218KNew |
$7.04M - $7.35M
|
218K
$7.63M
|
|
|
Feb 15, 2022
Q3 2021
|
Awm Capital, LLC
|
BUY
|
- |
210KNew |
$6.76M - $7.05M
|
210K
$7.33M
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
186KNew |
$5.99M - $6.25M
|
186K
$6.49M
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
BUY
|
- |
171KNew |
$5.53M - $5.77M
|
171K
$5.99M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
164KNew |
$5.29M - $5.52M
|
164K
$5.74M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
153KNew |
$4.95M - $5.16M
|
153K
$5.36M
|
|
|
Nov 08, 2021
Q3 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
131KNew |
$4.23M - $4.42M
|
131K
$4.59M
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
126KNew |
$4.05M - $4.23M
|
126K
$4.39M
|
|
|
Nov 12, 2021
Q3 2021
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
125KNew |
$4.02M - $4.19M
|
125K
$4.35M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
119KNew |
$3.84M - $4.01M
|
119K
$4.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
99.9KNew |
$3.22M - $3.36M
|
99.9K
$3.49M
|
|
|
Nov 15, 2021
Q3 2021
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
94.4KNew |
$3.04M - $3.17M
|
94.4K
$3.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
93KNew |
$3M - $3.13M
|
93K
$3.25M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
87.7KNew |
$2.83M - $2.95M
|
87.7K
$3.06M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
84.8KNew |
$2.74M - $2.85M
|
84.8K
$2.96M
|
|
|
Oct 13, 2021
Q3 2021
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
82.2KNew |
$2.65M - $2.77M
|
82.2K
$2.87M
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
81.5KNew |
$2.63M - $2.74M
|
81.5K
$2.85M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
78.6KNew |
$2.54M - $2.65M
|
78.6K
$2.75M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
74.9KNew |
$2.41M - $2.52M
|
74.9K
$2.62M
|
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
74.2KNew |
$2.39M - $2.5M
|
74.2K
$2.59M
|