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
Nov 12, 2021 Q3 2021	Equitable Holdings, Inc. New York, NY	BUY	-	72K New	$2.32M - $2.42M	72K $2.85M
Nov 12, 2021 Q3 2021	3 D/L Capital Management, LLC	BUY	-	70K New	$2.26M - $2.36M	70K $2.78M
Nov 15, 2021 Q3 2021	Jentner Corp	BUY	-	68.1K New	$2.19M - $2.29M	68.1K $2.7M
Oct 20, 2021 Q3 2021	Northwest Wealth Management, LLC	BUY	-	66.5K New	$2.14M - $2.24M	66.5K $2.64M
Nov 12, 2021 Q3 2021	Cpwm, LLC Seattle, WA	BUY	-	66.4K New	$2.14M - $2.23M	66.4K $2.63M
Nov 12, 2021 Q3 2021	Old Mission Capital LLC	BUY	-	62.7K New	$2.02M - $2.11M	62.7K $2.49M
Nov 15, 2021 Q3 2021	Bok Financial Private Wealth, Inc. Denver, CO	BUY	-	62.1K New	$2M - $2.09M	62.1K $2.46M
Oct 15, 2021 Q3 2021	Advisor Net Financial, Inc	BUY	-	58.6K New	$1.89M - $1.97M	58.6K $2.33M
May 31, 2023 Q3 2021	Abacus Wealth Partners, LLC Santa Monica, CA	BUY	-	58.5K + 168.39%	$1.89M - $1.97M	93.3K $3.7M
Nov 02, 2021 Q3 2021	Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE	BUY	-	54.8K New	$1.77M - $1.85M	54.8K $2.18M
Nov 15, 2021 Q3 2021	Diversified Portfolios, Inc. Bloomfield Hills, MI	BUY	-	54.8K New	$1.77M - $1.84M	54.8K $2.17M
Nov 15, 2021 Q3 2021	United Capital Financial Advisers, LLC Newport Beach, CA	BUY	-	54.5K New	$1.76M - $1.84M	54.5K $2.16M
Nov 05, 2021 Q3 2021	Pnc Financial Services Group, Inc. Pittsburgh, PA	BUY	-	53.8K New	$1.74M - $1.81M	53.8K $2.13M
Nov 09, 2021 Q3 2021	Disciplined Investments, LLC Tulsa, OK	BUY	-	53.7K New	$1.73M - $1.81M	53.7K $2.13M
Nov 09, 2021 Q3 2021	Jfs Wealth Advisors, LLC	BUY	-	53.4K New	$1.72M - $1.8M	53.4K $2.12M
Nov 02, 2021 Q3 2021	Raymond James Financial Services Advisors, Inc. St. Petersburg, FL	BUY	-	51.2K New	$1.65M - $1.72M	51.2K $2.03M
Oct 19, 2021 Q3 2021	Kestra Advisory Services, LLC	BUY	-	46.7K New	$1.51M - $1.57M	46.7K $1.85M
Oct 22, 2021 Q3 2021	Baldrige Asset Management LLC	BUY	-	45.8K New	$1.48M - $1.54M	45.8K $1.82M
Oct 12, 2021 Q3 2021	Apella Capital, LLC	BUY	-	41.8K New	$1.35M - $1.41M	41.8K $1.66M
Jan 18, 2022 Q3 2021	Apella Capital, LLC	BUY	-	39.5K + 94.53%	$1.28M - $1.33M	81.4K $3.23M
Oct 20, 2021 Q3 2021	Ellenbecker Investment Group	BUY	-	39.2K New	$1.26M - $1.32M	39.2K $1.56M
Oct 13, 2021 Q3 2021	Beacon Financial Group	BUY	-	38.9K New	$1.25M - $1.31M	38.9K $1.54M
Nov 09, 2021 Q3 2021	American Investment Services, Inc.	BUY	-	38.5K New	$1.24M - $1.3M	38.5K $1.53M
Nov 15, 2021 Q3 2021	Arete Wealth Advisors, LLC Chicago, IL	BUY	-	36.4K New	$1.17M - $1.22M	36.4K $1.44M
Nov 12, 2021 Q3 2021	First Republic Investment Management, Inc. San Francisco, CA	BUY	-	35K New	$1.13M - $1.18M	35K $1.39M
Nov 15, 2021 Q3 2021	Acorn Financial Advisory Services Inc	BUY	-	34.8K New	$1.12M - $1.17M	34.8K $1.38M
Nov 04, 2021 Q3 2021	Brighton Jones LLC	BUY	-	34.5K New	$1.11M - $1.16M	34.5K $1.37M
Nov 12, 2021 Q3 2021	Mai Capital Management	BUY	-	33.6K New	$1.08M - $1.13M	33.6K $1.33M
Nov 02, 2021 Q3 2021	Valeo Financial Advisors, LLC	BUY	-	33.1K New	$1.07M - $1.11M	33.1K $1.31M
Oct 27, 2021 Q3 2021	Lutz Financial Services LLC	BUY	-	30.6K New	$985K - $1.03M	30.6K $1.21M
Nov 02, 2021 Q3 2021	Baker Tilly Wealth Management, LLC	BUY	-	29.5K New	$953K - $994K	29.5K $1.17M
Oct 25, 2021 Q3 2021	Krilogy Financial LLC	BUY	-	29.1K New	$940K - $981K	29.1K $1.16M
Nov 15, 2021 Q3 2021	Integrated Wealth Concepts LLC	BUY	-	24.7K New	$797K - $831K	24.7K $980K
Nov 15, 2021 Q3 2021	Northwestern Mutual Wealth Management CO	BUY	-	24.7K New	$795K - $830K	24.7K $978K
Nov 12, 2021 Q3 2021	Baird Financial Group, Inc. Milwaukee, WI	BUY	-	24.1K New	$778K - $812K	24.1K $957K
Oct 12, 2021 Q3 2021	Bedel Financial Consulting, Inc.	BUY	-	22.3K New	$719K - $750K	22.3K $884K
Nov 09, 2021 Q3 2021	Annapolis Financial Services, LLC	BUY	-	20.6K New	$664K - $693K	20.6K $817K
Nov 01, 2021 Q3 2021	Advisory Services & Investments, LLC	BUY	-	20.4K New	$658K - $687K	20.4K $809K
Nov 15, 2021 Q3 2021	Running Point Capital Advisors, LLC	BUY	-	20.2K New	$652K - $681K	20.2K $803K
Nov 04, 2021 Q3 2021	Mather Group, Llc. Chicago, IL	BUY	-	19.6K New	$631K - $658K	19.6K $776K
Nov 08, 2021 Q3 2021	Keybank National Association	BUY	-	18.8K New	$607K - $633K	18.8K $746K
Oct 20, 2021 Q3 2021	Zhang Financial LLC	BUY	-	18.5K New	$598K - $624K	18.5K $735K
Nov 05, 2021 Q3 2021	Mufg Americas Holdings Corp	BUY	-	18.4K New	$594K - $619K	18.4K $730K
Nov 16, 2021 Q3 2021	Cetera Advisor Networks LLC El Segundo, CA	BUY	-	17.9K New	$577K - $602K	17.9K $710K
Nov 15, 2021 Q3 2021	First Manhattan CO New York, NY	BUY	-	17.9K New	$576K - $601K	17.9K $709K
Nov 09, 2021 Q3 2021	Svb Wealth LLC Boston, MA	BUY	-	17.2K New	$556K - $580K	17.2K $684K
Oct 28, 2021 Q3 2021	Dynamic Advisor Solutions LLC	BUY	-	17.2K New	$555K - $579K	17.2K $682K
Nov 02, 2021 Q3 2021	Ironwood Financial, LLC	BUY	-	16K New	$517K - $539K	16K $636K
Oct 18, 2021 Q3 2021	Asset Dedication, LLC	BUY	-	15.9K New	$512K - $534K	15.9K $629K
Nov 10, 2021 Q3 2021	Dorsey & Whitney Trust CO LLC Sioux Falls, SD	BUY	-	15.7K New	$506K - $528K	15.7K $623K

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Account

Purchases and Sales Made in Q3 2021 in Dimensional ETF Tr (DFIV)

72K

70K

68.1K

66.5K

66.4K

62.7K

62.1K

58.6K

58.5K

54.8K

54.8K

54.5K

53.8K

53.7K

53.4K

51.2K

46.7K

45.8K

41.8K

39.5K

39.2K

38.9K

38.5K

36.4K

35K

34.8K

34.5K

33.6K

33.1K

30.6K

29.5K

29.1K

24.7K

24.7K

24.1K

22.3K

20.6K

20.4K

20.2K

19.6K

18.8K

18.5K

18.4K

17.9K

17.9K

17.2K

17.2K

16K

15.9K

15.7K

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