Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr (DFIV)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.2K+ 68.01% |
$524K - $629K
|
50K
$1.88M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19.5K+ 62.74% |
$505K - $607K
|
50.6K
$1.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.6K+ 47.92% |
$481K - $578K
|
57.4K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
17.9KNew |
$463K - $556K
|
17.9K
$673K
|
|
|
Jan 23, 2023
Q4 2022
|
Unison Advisors LLC
|
BUY
|
- |
17.4KNew |
$449K - $540K
|
17.4K
$654K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
16.6K+ 43.28% |
$430K - $516K
|
55K
$2.07M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
16.3K+ 7.1% |
$422K - $507K
|
246K
$9.27M
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
15.9K+ 146.66% |
$410K - $493K
|
26.7K
$1M
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
15.7K+ 9.31% |
$406K - $488K
|
184K
$6.93M
|
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
14.4KNew |
$373K - $449K
|
14.4K
$543K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
14.4K+ 40.16% |
$372K - $448K
|
50.2K
$1.89M
|
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
14KNew |
$361K - $434K
|
14K
$525K
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
13.9K+ 49.62% |
$360K - $432K
|
41.9K
$1.58M
|
|
|
Jan 27, 2023
Q4 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
13.8KNew |
$358K - $430K
|
13.8K
$521K
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
13.5K+ 4.23% |
$349K - $419K
|
332K
$12.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.8K+ 239.08% |
$331K - $398K
|
18.1K
$683K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
12.7KNew |
$329K - $396K
|
12.7K
$479K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
12K+ 555.91% |
$309K - $372K
|
14.1K
$531K
|
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
11.9K+ 13.31% |
$307K - $369K
|
101K
$3.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
11.8K+ 26.53% |
$305K - $366K
|
56.2K
$2.11M
|
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
11.5K+ 8.54% |
$297K - $356K
|
146K
$5.48M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
11.4K+ 6.94% |
$295K - $355K
|
176K
$6.62M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.1KNew |
$288K - $346K
|
11.1K
$419K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
11.1KNew |
$288K - $346K
|
11.1K
$419K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
10.8KNew |
$279K - $335K
|
10.8K
$406K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
10.8K+ 13.51% |
$279K - $335K
|
90.5K
$3.41M
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
10.5K+ 9.35% |
$271K - $326K
|
122K
$4.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
10.3K+ 34.07% |
$266K - $320K
|
40.5K
$1.52M
|
|
|
Aug 14, 2023
Q4 2022
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
10.1KNew |
$261K - $313K
|
10.1K
$379K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
10.1KNew |
$261K - $313K
|
10.1K
$379K
|
|
|
Feb 06, 2023
Q4 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
9.97K+ 1.86% |
$258K - $310K
|
546K
$20.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
9.96KNew |
$258K - $310K
|
9.96K
$375K
|
|
|
Feb 13, 2023
Q4 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
9.85KNew |
$255K - $306K
|
9.85K
$371K
|
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
9.77K+ 8.0% |
$253K - $304K
|
132K
$4.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
9.75K+ 1.46% |
$252K - $303K
|
677K
$25.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.3KNew |
$241K - $289K
|
9.3K
$350K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
9.18K+ 18.16% |
$238K - $286K
|
59.7K
$2.25M
|
|
|
Mar 10, 2023
Q4 2022
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
9.1KNew |
$236K - $283K
|
9.1K
$343K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
8.66K+ 89.56% |
$224K - $269K
|
18.3K
$690K
|
|
|
Feb 13, 2023
Q4 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
8.25K+ 1.65% |
$214K - $257K
|
507K
$19.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
8K+ 15.15% |
$207K - $249K
|
60.8K
$2.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
7.67KNew |
$199K - $239K
|
7.67K
$289K
|
|
|
Jan 28, 2025
Q4 2022
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
7.44KNew |
$193K - $231K
|
7.44K
$280K
|
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
BUY
|
- |
7.39KNew |
$191K - $230K
|
7.39K
$278K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
7.29KNew |
$189K - $227K
|
7.29K
$274K
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
7.12KNew |
$184K - $221K
|
7.12K
$268K
|
|
|
Feb 08, 2023
Q4 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
7.08KNew |
$183K - $220K
|
7.08K
$267K
|
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
7.04KNew |
$182K - $219K
|
7.04K
$265K
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
7.03K+ 7.37% |
$182K - $218K
|
102K
$3.85M
|
|
|
Feb 08, 2023
Q4 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
7.02KNew |
$182K - $218K
|
7.02K
$264K
|