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 18, 2022
Q4 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-4.51K- 5.48% |
$142K - $154K
|
77.7K
$2.71M
|
|
|
Feb 15, 2022
Q4 2021
|
Awm Capital, LLC
|
SELL
|
- |
-4.87K- 2.32% |
$154K - $167K
|
205K
$7.16M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-5.63K- 3.03% |
$178K - $193K
|
180K
$6.29M
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
SELL
|
- |
-6.08K- 0.86% |
$192K - $208K
|
704K
$24.6M
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-6.31K- 19.09% |
$200K - $216K
|
26.8K
$936K
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-6.4KClosed |
$202K - $219K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-6.57KClosed |
$208K - $225K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-7.03K- 7.56% |
$222K - $240K
|
86K
$3M
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-7.03KClosed |
$222K - $240K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-8.19K- 6.52% |
$259K - $280K
|
117K
$4.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.8K- 1.09% |
$341K - $369K
|
981K
$34.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-13.4K- 54.29% |
$424K - $459K
|
11.3K
$395K
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-21.2K- 2.42% |
$669K - $724K
|
851K
$29.8M
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
SELL
|
- |
-38.9KClosed |
$1.23M - $1.33M
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-58.1K- 3.57% |
$1.84M - $1.99M
|
1.57M
$54.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-62.7KClosed |
$1.98M - $2.15M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-74.9KClosed |
$2.37M - $2.56M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-223K- 4.79% |
$7.05M - $7.63M
|
4.43M
$155M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-242K- 58.2% |
$7.65M - $8.27M
|
174K
$6.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-596K- 61.98% |
$18.8M - $20.4M
|
366K
$12.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-653KClosed |
$20.6M - $22.3M
|
0
$0
|