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 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
7.28KNew |
$230K - $249K
|
7.28K
$254K
|
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
7.08KNew |
$224K - $242K
|
7.08K
$248K
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
6.79KNew |
$215K - $232K
|
6.79K
$237K
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Investment Group, Inc.
|
BUY
|
- |
6.2KNew |
$196K - $212K
|
6.2K
$217K
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.12KNew |
$193K - $209K
|
6.12K
$214K
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.1KNew |
$193K - $209K
|
6.1K
$213K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
5.98KNew |
$189K - $205K
|
5.98K
$209K
|
|
|
Jan 31, 2022
Q4 2021
|
Relaxing Retirement Coach
|
BUY
|
- |
5.96KNew |
$188K - $204K
|
5.96K
$208K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.89K+ 0.84% |
$186K - $201K
|
710K
$24.8M
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5.42KNew |
$171K - $185K
|
5.42K
$189K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.62KNew |
$146K - $158K
|
4.62K
$162K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.53K+ 6.89% |
$111K - $121K
|
54.7K
$1.91M
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.51KNew |
$111K - $120K
|
3.51K
$123K
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
3.5KNew |
$111K - $120K
|
3.5K
$122K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.32KNew |
$105K - $114K
|
3.32K
$116K
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
2.86K+ 4.08% |
$90.3K - $97.7K
|
72.9K
$2.55M
|
|
|
Feb 03, 2022
Q4 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2.42K+ 20.91% |
$76.4K - $82.7K
|
14K
$489K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.24K+ 3.12% |
$70.9K - $76.8K
|
74.2K
$2.59M
|
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
BUY
|
- |
2.22K+ 5.75% |
$70K - $75.8K
|
40.7K
$1.42M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.87K+ 7.6% |
$59.2K - $64.1K
|
26.5K
$927K
|
|
|
Aug 11, 2023
Q4 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1.84K+ 0.2% |
$58.2K - $62.9K
|
920K
$32.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.8K+ 0.48% |
$57K - $61.7K
|
374K
$13.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.8K+ 2.29% |
$56.8K - $61.5K
|
80.4K
$2.81M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.79K+ 2.04% |
$56.4K - $61.1K
|
89.5K
$3.13M
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.77KNew |
$56K - $60.6K
|
1.77K
$61.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
1.65K+ 11.63% |
$52.1K - $56.4K
|
15.8K
$553K
|
|
|
Feb 08, 2022
Q4 2021
|
Advisory Services & Investments, LLC
|
BUY
|
- |
1.47K+ 7.18% |
$46.3K - $50.2K
|
21.9K
$764K
|
|
|
Feb 14, 2022
Q4 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.46KNew |
$46.3K - $50.1K
|
1.46K
$51.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.35K+ 7.53% |
$42.6K - $46.1K
|
19.2K
$673K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.32K+ 0.44% |
$41.7K - $45.1K
|
304K
$10.6M
|
|
|
Jan 14, 2022
Q4 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.26K+ 0.29% |
$39.8K - $43.1K
|
433K
$15.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.18K+ 7.53% |
$37.4K - $40.4K
|
16.9K
$590K
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.16KNew |
$36.7K - $39.7K
|
1.16K
$40.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 2.1% |
$35.4K - $38.3K
|
54.5K
$1.91M
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
BUY
|
- |
1.09K+ 428.74% |
$34.4K - $37.3K
|
1.34K
$46.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.07K+ 7.41% |
$33.8K - $36.5K
|
15.5K
$541K
|
|
|
Feb 14, 2022
Q4 2021
|
Jentner Corp
|
BUY
|
- |
917+ 1.35% |
$29K - $31.4K
|
69K
$2.41M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
915+ 2.62% |
$28.9K - $31.3K
|
35.9K
$1.25M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
819+ 5.16% |
$25.9K - $28K
|
16.7K
$583K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
610New |
$19.3K - $20.9K
|
610
$21.3K
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
548+ 0.24% |
$17.3K - $18.7K
|
228K
$7.96M
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
520+ 2.53% |
$16.4K - $17.8K
|
21.1K
$738K
|
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
444+ 1.49% |
$14K - $15.2K
|
30.2K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
436New |
$13.8K - $14.9K
|
436
$15.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
412+ 1.13% |
$13K - $14.1K
|
36.8K
$1.29M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
349+ 0.21% |
$11K - $11.9K
|
165K
$5.75M
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
344+ 1.7% |
$10.9K - $11.8K
|
20.6K
$719K
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
342+ 1.84% |
$10.8K - $11.7K
|
18.9K
$660K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
329+ 1.11% |
$10.4K - $11.3K
|
29.9K
$1.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
328+ 4.46% |
$10.4K - $11.2K
|
7.68K
$268K
|