Purchases and Sales Made in Q4 2021 in Dimensional ETF Tr (DFIV)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
47.6K+ 3.95% |
$1.51M - $1.63M
|
1.25M
$43.8M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
46.6KNew |
$1.47M - $1.6M
|
46.6K
$1.63M
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
46.3K+ 8.67% |
$1.46M - $1.58M
|
581K
$20.3M
|
|
|
Feb 11, 2022
Q4 2021
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
42.3K+ 44.87% |
$1.34M - $1.45M
|
137K
$4.78M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
40.7K+ 2.37% |
$1.29M - $1.39M
|
1.76M
$61.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Applied Capital LLC
|
BUY
|
- |
37.6KNew |
$1.19M - $1.29M
|
37.6K
$1.31M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
31.1K+ 14.25% |
$984K - $1.06M
|
250K
$8.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.5KNew |
$901K - $976K
|
28.5K
$997K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
27.8KNew |
$879K - $951K
|
27.8K
$972K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
24.6K+ 0.81% |
$777K - $840K
|
3.05M
$107M
|
|
|
Jan 24, 2022
Q4 2021
|
Falcon Wealth Planning
|
BUY
|
- |
24KNew |
$759K - $822K
|
24K
$840K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
22.8KNew |
$722K - $782K
|
22.8K
$799K
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
22.2KNew |
$702K - $760K
|
22.2K
$776K
|
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
BUY
|
- |
21.4K+ 1.12% |
$677K - $733K
|
1.94M
$67.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
20.7KNew |
$656K - $710K
|
20.7K
$725K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
20.6KNew |
$652K - $706K
|
20.6K
$721K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
19.4K+ 36.14% |
$614K - $664K
|
73.1K
$2.56M
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
19.3K+ 2.18% |
$610K - $660K
|
903K
$31.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
18.9K+ 96.9% |
$599K - $648K
|
38.5K
$1.35M
|
|
|
Feb 03, 2022
Q4 2021
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
18.1KNew |
$571K - $618K
|
18.1K
$632K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.5K+ 500.31% |
$553K - $598K
|
21K
$733K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
17.2KNew |
$543K - $588K
|
17.2K
$601K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.1KNew |
$508K - $550K
|
16.1K
$561K
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
16KNew |
$507K - $549K
|
16K
$561K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
15.9K+ 91.91% |
$501K - $542K
|
33.1K
$1.16M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.8K+ 0.41% |
$499K - $540K
|
3.82M
$134M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
15.3KNew |
$484K - $524K
|
15.3K
$536K
|
|
|
Jan 31, 2022
Q4 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
14.9K+ 4.41% |
$472K - $511K
|
353K
$12.3M
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
14.8KNew |
$468K - $507K
|
14.8K
$518K
|
|
|
Oct 18, 2023
Q4 2021
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
14.4K+ 2.34% |
$456K - $493K
|
632K
$22.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Helen Stephens Group, LLC
|
BUY
|
- |
14.3KNew |
$451K - $488K
|
14.3K
$498K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
12.6K+ 100.13% |
$399K - $432K
|
25.2K
$882K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.1KNew |
$384K - $416K
|
12.1K
$425K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
11.9KNew |
$377K - $408K
|
11.9K
$417K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.6K+ 24.73% |
$365K - $395K
|
58.3K
$2.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
11.4KNew |
$360K - $390K
|
11.4K
$398K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
11.4KNew |
$359K - $388K
|
11.4K
$397K
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
11.2KNew |
$355K - $384K
|
11.2K
$393K
|
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
10.5KNew |
$331K - $358K
|
10.5K
$366K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.5K+ 10.48% |
$331K - $358K
|
110K
$3.86M
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
10.2K+ 45.58% |
$321K - $348K
|
32.5K
$1.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.01K+ 10.62% |
$285K - $308K
|
93.8K
$3.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
8.51KNew |
$269K - $291K
|
8.51K
$297K
|
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
8.35K+ 3.42% |
$264K - $286K
|
253K
$8.84M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.22KNew |
$260K - $281K
|
8.22K
$287K
|
|
|
Jan 25, 2022
Q4 2021
|
Exeter Financial, LLC
|
BUY
|
- |
8.11KNew |
$256K - $277K
|
8.11K
$283K
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8.03K+ 12.08% |
$254K - $275K
|
74.5K
$2.6M
|
|
|
Feb 22, 2022
Q4 2021
|
Rs Crum Inc.
|
BUY
|
- |
7.98KNew |
$252K - $273K
|
7.98K
$279K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
7.93KNew |
$251K - $271K
|
7.93K
$277K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
7.48KNew |
$237K - $256K
|
7.48K
$262K
|