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 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.42KNew |
$45.9K - $47.9K
|
1.42K
$56.5K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.36KNew |
$43.9K - $45.8K
|
1.36K
$54K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.02KNew |
$32.8K - $34.3K
|
1.02K
$40.4K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
738New |
$23.8K - $24.8K
|
738
$29.3K
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
697New |
$22.5K - $23.5K
|
697
$27.6K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
682New |
$22K - $22.9K
|
682
$27.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
644New |
$20.8K - $21.7K
|
644
$25.5K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
576New |
$18.6K - $19.4K
|
576
$22.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
575New |
$18.5K - $19.3K
|
575
$22.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
549New |
$17.7K - $18.5K
|
549
$21.8K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
371New |
$12K - $12.5K
|
371
$14.7K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
260New |
$8.39K - $8.75K
|
260
$10.3K
|
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
BUY
|
- |
254New |
$8.19K - $8.55K
|
254
$10.1K
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
81New |
$2.61K - $2.73K
|
81
$3.21K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
39+ 0.54% |
$1.26K - $1.31K
|
7.29K
$289K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-181- 12.6% |
$5.84K - $6.09K
|
1.26K
$49.8K
|
|
|
Apr 05, 2024
Q3 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-20.5K- 40.84% |
$662K - $690K
|
29.7K
$1.18M
|
|
|
Oct 18, 2023
Q3 2021
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-77.2K- 11.11% |
$2.49M - $2.6M
|
617K
$24.5M
|