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 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
309+ 0.53% |
$9.77K - $10.6K
|
58.9K
$2.06M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
275+ 0.5% |
$8.69K - $9.41K
|
54.8K
$1.92M
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
259+ 1.73% |
$8.19K - $8.86K
|
15.3K
$534K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
255+ 2.11% |
$8.06K - $8.72K
|
12.4K
$432K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
231+ 0.67% |
$7.3K - $7.9K
|
34.8K
$1.21M
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
BUY
|
- |
211+ 4.31% |
$6.67K - $7.22K
|
5.11K
$179K
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
176+ 1.81% |
$5.56K - $6.02K
|
9.88K
$345K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
160New |
$5.06K - $5.47K
|
160
$5.59K
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
142+ 0.49% |
$4.49K - $4.86K
|
29.3K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
116New |
$3.67K - $3.97K
|
116
$4.05K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
95+ 1.82% |
$3K - $3.25K
|
5.31K
$185K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
83New |
$2.62K - $2.84K
|
83
$2.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
BUY
|
- |
48+ 0.34% |
$1.52K - $1.64K
|
14.3K
$501K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
43+ 1.53% |
$1.36K - $1.47K
|
2.85K
$99.7K
|
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
43+ 0.41% |
$1.36K - $1.47K
|
10.7K
$372K
|
|
|
Jan 14, 2022
Q4 2021
|
Five Oceans Advisors
|
BUY
|
- |
39+ 0.26% |
$1.23K - $1.33K
|
15.1K
$529K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
35+ 0.04% |
$1.11K - $1.2K
|
81.6K
$2.85M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
30+ 0.09% |
$948 - $1.03K
|
33.7K
$1.18M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 1.82% |
$316 - $342
|
559
$19.5K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 1.62% |
$190 - $205
|
377
$13.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
SELL
|
- |
-1- -0.0% |
$31.6 - $34.2
|
46.6K
$1.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Wood Trust Financial Corp
|
SELL
|
- |
-1- -0.0% |
$31.6 - $34.2
|
131K
$4.59M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-19- 1.32% |
$601 - $650
|
1.42K
$49.6K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-48- 0.57% |
$1.52K - $1.64K
|
8.43K
$294K
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-66- 0.08% |
$2.09K - $2.26K
|
81.3K
$2.84M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-76- 4.43% |
$2.4K - $2.6K
|
1.64K
$57.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-103- 1.14% |
$3.26K - $3.52K
|
8.93K
$312K
|
|
|
Feb 10, 2022
Q4 2021
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-183- 0.15% |
$5.78K - $6.26K
|
124K
$4.35M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-260Closed |
$8.22K - $8.89K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-301- 3.68% |
$9.51K - $10.3K
|
7.87K
$275K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-337- 1.89% |
$10.7K - $11.5K
|
17.5K
$612K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-371- 6.62% |
$11.7K - $12.7K
|
5.24K
$183K
|
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
SELL
|
- |
-409- 1.34% |
$12.9K - $14K
|
30.1K
$1.05M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-487- 4.54% |
$15.4K - $16.7K
|
10.2K
$358K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-556- 4.78% |
$17.6K - $19K
|
11.1K
$387K
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-577- 1.26% |
$18.2K - $19.7K
|
45.3K
$1.58M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-644Closed |
$20.4K - $22K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-697Closed |
$22K - $23.8K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-849- 4.93% |
$26.8K - $29K
|
16.4K
$572K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-931- 1.7% |
$29.4K - $31.8K
|
53.9K
$1.88M
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.02K- 1.37% |
$32.1K - $34.8K
|
73.2K
$2.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.02KClosed |
$32.2K - $34.8K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.36KClosed |
$43.1K - $46.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.43K- 12.28% |
$45.1K - $48.9K
|
10.2K
$356K
|
|
|
Jan 24, 2022
Q4 2021
|
Baker Boyer National Bank
|
SELL
|
- |
-1.61K- 0.54% |
$50.8K - $54.9K
|
296K
$10.3M
|
|
|
Jan 04, 2022
Q4 2021
|
Ellenbecker Investment Group
|
SELL
|
- |
-2.12K- 5.4% |
$66.9K - $72.5K
|
37.1K
$1.3M
|
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-2.22K- 0.33% |
$70K - $75.8K
|
662K
$23.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.22K- 6.37% |
$70K - $75.8K
|
32.6K
$1.14M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.25KClosed |
$71.1K - $76.9K
|
0
$0
|