Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr (DFIV)

DFIV Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV) during Q3 2022. 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, 2022 Q3 2022
Cerity Partners LLC

New York, NY
BUY
 -
1.78M
New
$45.8M - $54.4M
1.78M $62.2M
Nov 14, 2022 Q3 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
1.76M
+ 66.72%
$45.2M - $53.7M
4.39M $153M
Oct 31, 2022 Q3 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
607K
New
$15.6M - $18.5M
607K $21.2M
Oct 28, 2022 Q3 2022
Savant Capital, LLC

BUY
 -
484K
+ 14.83%
$12.4M - $14.8M
3.74M $131M
Oct 21, 2022 Q3 2022
Choreo, LLC

Minneapolis, MN
BUY
 -
362K
+ 31.89%
$9.31M - $11.1M
1.5M $52.3M
Nov 10, 2022 Q3 2022
N.E.W. Advisory Services LLC

BUY
 -
345K
New
$8.87M - $10.5M
345K $12.1M
Nov 14, 2022 Q3 2022
Mbb Public Markets I LLC

Chicago, IL
BUY
 -
342K
+ 48.27%
$8.79M - $10.5M
1.05M $36.7M
Nov 02, 2022 Q3 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
277K
+ 33.71%
$7.13M - $8.47M
1.1M $38.4M
Nov 14, 2022 Q3 2022
Northern Trust Corp

Chicago, IL
BUY
 -
230K
+ 4.71%
$5.92M - $7.04M
5.12M $179M
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
223K
+ 55.06%
$5.74M - $6.82M
629K $22M
Nov 14, 2022 Q3 2022
Total Wealth Planning, LLC

BUY
 -
187K
+ 398.32%
$4.81M - $5.72M
234K $8.18M
Nov 09, 2022 Q3 2022
True Link Financial Advisors, LLC

BUY
 -
168K
+ 25.89%
$4.32M - $5.14M
817K $28.6M
Dec 02, 2022 Q3 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
160K
+ 86.15%
$4.1M - $4.88M
345K $12.1M
Nov 01, 2022 Q3 2022
Jackson Thornton Asset Management, LLC

BUY
 -
151K
+ 11.35%
$3.89M - $4.62M
1.48M $51.9M
Nov 10, 2022 Q3 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
146K
+ 1308.32%
$3.76M - $4.47M
158K $5.51M
Nov 14, 2022 Q3 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
133K
+ 165.15%
$3.41M - $4.06M
213K $7.45M
Nov 10, 2022 Q3 2022
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
130K
+ 51.16%
$3.34M - $3.97M
384K $13.4M
Nov 14, 2022 Q3 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
124K
New
$3.19M - $3.8M
124K $4.34M
Nov 09, 2022 Q3 2022
Sanford Advisory Services, LLC

BUY
 -
122K
+ 282.49%
$3.13M - $3.73M
165K $5.77M
Nov 15, 2022 Q3 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
112K
+ 3.59%
$2.87M - $3.41M
3.22M $112M
Nov 09, 2022 Q3 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
111K
+ 103.41%
$2.85M - $3.39M
218K $7.63M
Nov 10, 2022 Q3 2022
Quent Capital, LLC

BUY
 -
104K
+ 123.86%
$2.68M - $3.18M
188K $6.58M
Oct 11, 2022 Q3 2022
Apella Capital, LLC

BUY
 -
94.3K
+ 47.33%
$2.42M - $2.88M
293K $10.3M
Oct 25, 2022 Q3 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
93.1K
+ 57.9%
$2.39M - $2.85M
254K $8.88M
Nov 14, 2022 Q3 2022
Carlson Capital Management

BUY
 -
90K
+ 13.25%
$2.31M - $2.75M
769K $26.9M
Oct 13, 2022 Q3 2022
Foster Group, Inc.

BUY
 -
88.1K
+ 4.65%
$2.27M - $2.69M
1.98M $69.3M
Oct 12, 2022 Q3 2022
Advisory Alpha, LLC

BUY
 -
79.7K
New
$2.05M - $2.44M
79.7K $2.79M
Oct 24, 2022 Q3 2022
Stratos Wealth Partners, Ltd.

BUY
 -
71.7K
New
$1.84M - $2.19M
71.7K $2.5M
Nov 03, 2022 Q3 2022
Fortress Wealth Management, Inc.

BUY
 -
70.2K
+ 41.06%
$1.81M - $2.15M
241K $8.43M
Nov 07, 2022 Q3 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
67.6K
+ 0.66%
$1.74M - $2.07M
10.4M $362M
Oct 18, 2022 Q3 2022
Planning Center, Inc.

BUY
 -
66.8K
+ 12.85%
$1.72M - $2.04M
586K $20.5M
Nov 14, 2022 Q3 2022
Northwestern Mutual Wealth Management CO

BUY
 -
63.5K
+ 39.04%
$1.63M - $1.94M
226K $7.9M
Oct 13, 2022 Q3 2022
Forvis Wealth Advisors, LLC

BUY
 -
55K
+ 7.94%
$1.41M - $1.68M
747K $26.1M
Oct 14, 2022 Q3 2022
Collective Family Office LLC

BUY
 -
54.7K
+ 245.08%
$1.41M - $1.67M
77K $2.69M
Nov 08, 2022 Q3 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
52.5K
+ 25.27%
$1.35M - $1.6M
260K $9.09M
Nov 04, 2022 Q3 2022
Cowa, LLC

Tulsa, OK
BUY
 -
52K
+ 63.22%
$1.34M - $1.59M
134K $4.69M
Nov 08, 2022 Q3 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
51.8K
New
$1.33M - $1.58M
51.8K $1.81M
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
50.3K
+ 43.62%
$1.29M - $1.54M
166K $5.79M
Nov 09, 2022 Q3 2022
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
50.2K
New
$1.29M - $1.54M
50.2K $1.76M
Nov 07, 2022 Q3 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
48.3K
New
$1.24M - $1.48M
48.3K $1.69M
Nov 01, 2022 Q3 2022
Sterling Financial Planning, Inc.

BUY
 -
45.9K
+ 282.05%
$1.18M - $1.4M
62.2K $2.17M
Oct 21, 2022 Q3 2022
Seven Springs Wealth Group, LLC

BUY
 -
45K
New
$1.16M - $1.37M
45K $1.57M
Nov 14, 2022 Q3 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
44.5K
New
$1.14M - $1.36M
44.5K $1.55M
Nov 03, 2022 Q3 2022
Equius Partners, Inc.

BUY
 -
42.8K
+ 2.09%
$1.1M - $1.31M
2.09M $72.9M
Nov 02, 2022 Q3 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
41K
+ 2.94%
$1.05M - $1.25M
1.44M $50.2M
Nov 14, 2022 Q3 2022
Cpwm, LLC

Seattle, WA
BUY
 -
40.6K
+ 160.68%
$1.04M - $1.24M
65.9K $2.3M
Nov 08, 2022 Q3 2022
Bedel Financial Consulting, Inc.

BUY
 -
38.8K
+ 29.88%
$997K - $1.19M
168K $5.89M
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
37.1K
New
$955K - $1.14M
37.1K $1.3M
Oct 31, 2022 Q3 2022
1900 Wealth Management LLC

BUY
 -
36K
+ 16.7%
$926K - $1.1M
252K $8.8M

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