Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr (DFIV)
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 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
34.9K+ 187.4% |
$898K - $1.07M
|
53.5K
$1.87M
|
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
34.5K+ 63.32% |
$888K - $1.06M
|
89K
$3.11M
|
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
33.4KNew |
$858K - $1.02M
|
33.4K
$1.17M
|
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
33K+ 7.77% |
$848K - $1.01M
|
458K
$16M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
31.6K+ 19.87% |
$813K - $967K
|
191K
$6.67M
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
30.8K+ 3.94% |
$792K - $942K
|
814K
$28.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
30.5K+ 2.78% |
$784K - $933K
|
1.13M
$39.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
29.9K+ 36.49% |
$770K - $915K
|
112K
$3.91M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.8KNew |
$765K - $910K
|
29.8K
$1.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.8KNew |
$765K - $910K
|
29.8K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.8K+ 14.78% |
$740K - $880K
|
224K
$7.82M
|
|
|
Oct 31, 2022
Q3 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
26.8KNew |
$689K - $819K
|
26.8K
$936K
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
26.4K+ 6.03% |
$678K - $806K
|
464K
$16.2M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
25.8K+ 7.96% |
$664K - $790K
|
350K
$12.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.6K+ 19.25% |
$657K - $782K
|
158K
$5.54M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.2K+ 0.66% |
$647K - $770K
|
3.85M
$135M
|
|
|
Oct 19, 2022
Q3 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
23.2K+ 32.26% |
$597K - $710K
|
95.3K
$3.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
23K+ 6.49% |
$592K - $703K
|
377K
$13.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
22.8K+ 5.42% |
$587K - $698K
|
444K
$15.5M
|
|
|
Oct 18, 2022
Q3 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
20.9K+ 86.61% |
$538K - $640K
|
45.1K
$1.58M
|
|
|
Oct 07, 2022
Q3 2022
|
Austin Asset Management CO Inc
|
BUY
|
- |
20.7K+ 18.58% |
$532K - $633K
|
132K
$4.62M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
19.5KNew |
$502K - $597K
|
19.5K
$682K
|
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
19.5KNew |
$500K - $595K
|
19.5K
$680K
|
|
|
Nov 01, 2022
Q3 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
17.9KNew |
$460K - $547K
|
17.9K
$625K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.3K+ 13.95% |
$445K - $529K
|
141K
$4.94M
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
17K+ 453.57% |
$437K - $520K
|
20.8K
$726K
|
|
|
Nov 01, 2022
Q3 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
15K+ 14.05% |
$387K - $460K
|
122K
$4.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14.7K+ 142.28% |
$379K - $451K
|
25.1K
$877K
|
|
|
Oct 14, 2022
Q3 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
14.7K+ 4.22% |
$377K - $448K
|
363K
$12.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14.6K+ 88.99% |
$377K - $448K
|
31.1K
$1.09M
|
|
|
Oct 05, 2022
Q3 2022
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
14.6K+ 6.38% |
$375K - $446K
|
243K
$8.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
14.5KNew |
$372K - $442K
|
14.5K
$506K
|
|
|
Oct 25, 2022
Q3 2022
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
14KNew |
$361K - $429K
|
14K
$491K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
13.7K+ 92.95% |
$353K - $420K
|
28.5K
$996K
|
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
13.6K+ 6.33% |
$351K - $417K
|
229K
$8.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
13.4K+ 17.73% |
$345K - $411K
|
89.2K
$3.12M
|
|
|
Nov 02, 2022
Q3 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
12.8KNew |
$329K - $391K
|
12.8K
$447K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.7K+ 3.45% |
$301K - $358K
|
352K
$12.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
11.4KNew |
$292K - $347K
|
11.4K
$397K
|
|
|
Nov 15, 2022
Q3 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
11.2KNew |
$287K - $341K
|
11.2K
$390K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
11.1K+ 5560.5% |
$286K - $340K
|
11.3K
$396K
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
10.9KNew |
$280K - $333K
|
10.9K
$381K
|
|
|
Nov 14, 2022
Q3 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
10.4K+ 14.42% |
$269K - $319K
|
82.9K
$2.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Claris Advisors, LLC
|
BUY
|
- |
10.4K+ 3.19% |
$268K - $319K
|
337K
$11.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
10.4KNew |
$267K - $318K
|
10.4K
$364K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
10.1K+ 35.76% |
$260K - $309K
|
38.4K
$1.34M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.78K+ 7.15% |
$251K - $299K
|
147K
$5.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
9.58K+ 23.36% |
$246K - $293K
|
50.6K
$1.77M
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9.43K+ 6.1% |
$242K - $288K
|
164K
$5.73M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
9.08K+ 25.73% |
$233K - $278K
|
44.4K
$1.55M
|