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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2021
Q3 2021
|
Five Oceans Advisors
|
BUY
|
- |
15.1KNew |
$487K - $508K
|
15.1K
$599K
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
15KNew |
$484K - $505K
|
15K
$596K
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
14.8KNew |
$477K - $497K
|
14.8K
$586K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14.4KNew |
$465K - $485K
|
14.4K
$572K
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
14.3KNew |
$460K - $480K
|
14.3K
$566K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
14.2KNew |
$457K - $477K
|
14.2K
$563K
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
14.2KNew |
$457K - $477K
|
14.2K
$562K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
12.6KNew |
$407K - $424K
|
12.6K
$500K
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
12.3KNew |
$398K - $415K
|
12.3K
$489K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.1KNew |
$390K - $407K
|
12.1K
$480K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.6KNew |
$375K - $392K
|
11.6K
$462K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.6KNew |
$375K - $391K
|
11.6K
$461K
|
|
|
Oct 20, 2021
Q3 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
11.6KNew |
$373K - $389K
|
11.6K
$459K
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11KNew |
$356K - $372K
|
11K
$438K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.7KNew |
$346K - $361K
|
10.7K
$425K
|
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
10.6KNew |
$342K - $357K
|
10.6K
$421K
|
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
9.72KNew |
$314K - $327K
|
9.72K
$386K
|
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
9.71KNew |
$313K - $327K
|
9.71K
$385K
|
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
9.7KNew |
$313K - $327K
|
9.7K
$385K
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
9.04KNew |
$291K - $304K
|
9.04K
$358K
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.83KNew |
$285K - $297K
|
8.83K
$350K
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
8.56KNew |
$276K - $288K
|
8.56K
$340K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.47KNew |
$273K - $285K
|
8.47K
$336K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
8.17KNew |
$264K - $275K
|
8.17K
$324K
|
|
|
Nov 03, 2021
Q3 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
8.07KNew |
$260K - $272K
|
8.07K
$320K
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
BUY
|
- |
7.7KNew |
$248K - $259K
|
7.7K
$305K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.35KNew |
$237K - $247K
|
7.35K
$292K
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
7.03KNew |
$227K - $237K
|
7.03K
$279K
|
|
|
Oct 14, 2021
Q3 2021
|
Verity Wealth Advisors
|
BUY
|
- |
6.77KNew |
$218K - $228K
|
6.77K
$269K
|
|
|
Oct 21, 2021
Q3 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
6.69KNew |
$216K - $225K
|
6.69K
$265K
|
|
|
Oct 12, 2021
Q3 2021
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
6.57KNew |
$212K - $221K
|
6.57K
$261K
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
6.4KNew |
$206K - $215K
|
6.4K
$254K
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6.37KNew |
$205K - $214K
|
6.37K
$253K
|
|
|
Nov 03, 2021
Q3 2021
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
6.33KNew |
$204K - $213K
|
6.33K
$251K
|
|
|
Nov 10, 2021
Q3 2021
|
Vista Capital Partners, Inc.
|
BUY
|
- |
6.3KNew |
$203K - $212K
|
6.3K
$250K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.61KNew |
$181K - $189K
|
5.61K
$222K
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
5.21KNew |
$168K - $175K
|
5.21K
$207K
|
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
5.18KNew |
$167K - $174K
|
5.18K
$206K
|
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
5.14KNew |
$166K - $173K
|
5.14K
$204K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.97KNew |
$160K - $167K
|
4.97K
$197K
|
|
|
Nov 02, 2021
Q3 2021
|
Tfc Financial Management
|
BUY
|
- |
4.9KNew |
$158K - $165K
|
4.9K
$194K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
3.69KNew |
$119K - $124K
|
3.69K
$146K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.5KNew |
$113K - $118K
|
3.5K
$139K
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.81KNew |
$90.7K - $94.6K
|
2.81K
$112K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.72KNew |
$87.8K - $91.6K
|
2.72K
$108K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
2.25KNew |
$72.5K - $75.6K
|
2.25K
$89.2K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.25KNew |
$72.5K - $75.6K
|
2.25K
$89.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2.16KNew |
$69.6K - $72.6K
|
2.16K
$85.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.72KNew |
$55.5K - $57.9K
|
1.72K
$68.3K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.71KNew |
$55.3K - $57.7K
|
1.71K
$68K
|