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 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-668- 2.7% |
$17.2K - $20.4K
|
24K
$840K
|
|
|
Oct 17, 2022
Q3 2022
|
Ellenbecker Investment Group
|
SELL
|
- |
-697- 1.98% |
$17.9K - $21.3K
|
34.5K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-730- 4.0% |
$18.8K - $22.3K
|
17.5K
$613K
|
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-739- 21.4% |
$19K - $22.6K
|
2.72K
$94.9K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-767- 2.52% |
$19.7K - $23.4K
|
29.6K
$1.04M
|
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-836- 8.33% |
$21.5K - $25.6K
|
9.21K
$322K
|
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-889- 6.96% |
$22.9K - $27.2K
|
11.9K
$416K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-977- 12.41% |
$25.1K - $29.9K
|
6.9K
$241K
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-1.2K- 0.52% |
$30.9K - $36.8K
|
230K
$8.03M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.22K- 7.02% |
$31.4K - $37.3K
|
16.2K
$564K
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.24K- 1.4% |
$31.9K - $37.9K
|
87.5K
$3.06M
|
|
|
Oct 12, 2022
Q3 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-1.64K- 2.16% |
$42.2K - $50.2K
|
74.4K
$2.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.73K- 12.88% |
$44.5K - $52.9K
|
11.7K
$410K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.26K- 2.92% |
$58.2K - $69.2K
|
75.2K
$2.63M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.83K- 6.26% |
$72.7K - $86.5K
|
42.3K
$1.48M
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.97K- 4.53% |
$76.3K - $90.7K
|
62.6K
$2.19M
|
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
SELL
|
- |
-3.04K- 7.43% |
$78.1K - $92.8K
|
37.8K
$1.32M
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-3.23K- 1.28% |
$83.1K - $98.8K
|
248K
$8.68M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-3.47K- 0.27% |
$89.2K - $106K
|
1.27M
$44.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-4.16K- 64.04% |
$107K - $127K
|
2.34K
$81.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-4.22K- 7.14% |
$108K - $129K
|
54.9K
$1.92M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.27K- 10.04% |
$110K - $131K
|
38.3K
$1.34M
|
|
|
Oct 17, 2022
Q3 2022
|
Jentner Corp
|
SELL
|
- |
-4.67K- 6.68% |
$120K - $143K
|
65.3K
$2.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-4.76K- 42.36% |
$122K - $146K
|
6.48K
$226K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-4.94K- 18.57% |
$127K - $151K
|
21.7K
$757K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-5.48K- 3.19% |
$141K - $168K
|
166K
$5.81M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.58K- 3.23% |
$144K - $171K
|
167K
$5.85M
|
|
|
Nov 01, 2022
Q3 2022
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-6.13K- 1.8% |
$158K - $187K
|
334K
$11.7M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.08K- 11.86% |
$182K - $216K
|
52.6K
$1.84M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-7.24K- 13.99% |
$186K - $221K
|
44.5K
$1.56M
|
|
|
Oct 31, 2022
Q3 2022
|
Hemington Wealth Management
|
SELL
|
- |
-7.34K- 30.76% |
$189K - $224K
|
16.5K
$577K
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-7.89K- 1.39% |
$203K - $241K
|
559K
$19.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Performance Advisors LLP
|
SELL
|
- |
-8.34K- 1.53% |
$214K - $255K
|
536K
$18.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.54K- 2.44% |
$245K - $292K
|
381K
$13.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.71K- 10.19% |
$250K - $297K
|
85.6K
$2.99M
|
|
|
Nov 01, 2022
Q3 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-10K- 10.24% |
$258K - $307K
|
87.9K
$3.07M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-10.1K- 5.63% |
$261K - $310K
|
170K
$5.93M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-10.6K- 2.26% |
$273K - $325K
|
460K
$16.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-11.1K- 1.76% |
$286K - $340K
|
620K
$21.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.4K- 0.92% |
$292K - $348K
|
1.22M
$42.7M
|
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-11.7K- 1.66% |
$300K - $357K
|
692K
$24.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-13.2K- 6.1% |
$340K - $404K
|
203K
$7.11M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-13.8K- 27.12% |
$354K - $421K
|
37K
$1.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-15K- 9.69% |
$385K - $457K
|
139K
$4.87M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-15.4K- 1.86% |
$395K - $470K
|
812K
$28.4M
|
|
|
Oct 14, 2022
Q3 2022
|
Baker Boyer National Bank
|
SELL
|
- |
-15.6K- 5.24% |
$400K - $476K
|
282K
$9.85M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.9K- 7.64% |
$459K - $546K
|
216K
$7.55M
|
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-18K- 5.35% |
$463K - $551K
|
319K
$11.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-18.7K- 1.25% |
$480K - $571K
|
1.48M
$51.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-21.3K- 7.18% |
$548K - $652K
|
275K
$9.63M
|