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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
368+ 0.85% |
$9.46K - $11.2K
|
43.6K
$1.52M
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
355+ 1.0% |
$9.13K - $10.9K
|
35.8K
$1.25M
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
267+ 3.1% |
$6.86K - $8.16K
|
8.87K
$310K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
226+ 2.36% |
$5.81K - $6.91K
|
9.82K
$343K
|
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
143+ 0.19% |
$3.68K - $4.37K
|
74.6K
$2.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
113+ 2.44% |
$2.91K - $3.45K
|
4.74K
$166K
|
|
|
Nov 15, 2022
Q3 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
103+ 0.05% |
$2.65K - $3.15K
|
202K
$7.05M
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
100+ 0.52% |
$2.57K - $3.06K
|
19.4K
$680K
|
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
99+ 0.52% |
$2.55K - $3.03K
|
19.3K
$674K
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
95+ 0.4% |
$2.44K - $2.9K
|
23.8K
$830K
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
79+ 0.51% |
$2.03K - $2.42K
|
15.7K
$549K
|
|
|
Oct 11, 2022
Q3 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
59+ 0.41% |
$1.52K - $1.8K
|
14.5K
$507K
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
54+ 0.53% |
$1.39K - $1.65K
|
10.2K
$356K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
52+ 0.08% |
$1.34K - $1.59K
|
65.1K
$2.27M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
51+ 0.19% |
$1.31K - $1.56K
|
26.8K
$937K
|
|
|
Oct 13, 2022
Q3 2022
|
Exeter Financial, LLC
|
BUY
|
- |
44+ 0.53% |
$1.13K - $1.35K
|
8.35K
$292K
|
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
41+ 0.51% |
$1.05K - $1.25K
|
8.09K
$283K
|
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
39+ 0.41% |
$1K - $1.19K
|
9.67K
$338K
|
|
|
Oct 14, 2022
Q3 2022
|
First Community Trust Na
|
BUY
|
- |
37New |
$951 - $1.13K
|
37
$1.29K
|
|
|
Oct 25, 2022
Q3 2022
|
Shearwater Capital LLC
|
BUY
|
- |
32+ 0.01% |
$823 - $978
|
387K
$13.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
31+ 0.38% |
$797 - $948
|
8.14K
$285K
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
29+ 0.53% |
$746 - $887
|
5.47K
$191K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
26+ 0.37% |
$668 - $795
|
7.02K
$245K
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
23+ 0.08% |
$591 - $703
|
30.2K
$1.06M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
18+ 0.11% |
$463 - $550
|
16.8K
$586K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
18+ 0.22% |
$463 - $550
|
8.3K
$290K
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15+ 0.51% |
$386 - $459
|
2.94K
$103K
|
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
BUY
|
- |
14+ 0.1% |
$360 - $428
|
14.4K
$503K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
11+ 0.51% |
$283 - $336
|
2.16K
$75.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10+ 0.08% |
$257 - $306
|
12K
$418K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
10+ 0.01% |
$257 - $306
|
81.6K
$2.85M
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-47- 0.06% |
$1.21K - $1.44K
|
78.5K
$2.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-50- 0.28% |
$1.29K - $1.53K
|
17.9K
$625K
|
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-69- 0.6% |
$1.77K - $2.11K
|
11.4K
$398K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-76- 0.48% |
$1.95K - $2.32K
|
15.7K
$549K
|
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-80- 0.46% |
$2.06K - $2.45K
|
17.2K
$599K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-85Closed |
$2.19K - $2.6K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-94- 1.41% |
$2.42K - $2.87K
|
6.55K
$229K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-113- 0.66% |
$2.91K - $3.45K
|
17K
$595K
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-160- 0.6% |
$4.11K - $4.89K
|
26.6K
$930K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-261- 0.16% |
$6.71K - $7.98K
|
164K
$5.75M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-269- 3.02% |
$6.92K - $8.22K
|
8.63K
$302K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-270- 3.06% |
$6.94K - $8.25K
|
8.56K
$299K
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-284- 0.87% |
$7.3K - $8.68K
|
32.3K
$1.13M
|
|
|
Nov 16, 2022
Q3 2022
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-292- 0.22% |
$7.51K - $8.93K
|
134K
$4.69M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-342- 4.23% |
$8.79K - $10.5K
|
7.75K
$271K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-350- 11.46% |
$9K - $10.7K
|
2.7K
$94.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-420- 2.52% |
$10.8K - $12.8K
|
16.3K
$569K
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-575Closed |
$14.8K - $17.6K
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-576- 5.2% |
$14.8K - $17.6K
|
10.5K
$367K
|