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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-474- 1.09% |
$12.3K - $14.7K
|
43.2K
$1.62M
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-476- 17.53% |
$12.3K - $14.8K
|
2.24K
$84.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-584- 0.72% |
$15.1K - $18.2K
|
81.1K
$3.05M
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-589- 3.47% |
$15.2K - $18.3K
|
16.4K
$617K
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-862- 2.58% |
$22.3K - $26.8K
|
32.5K
$1.22M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-958- 0.38% |
$24.8K - $29.8K
|
251K
$9.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.19K- 13.36% |
$30.8K - $37K
|
7.71K
$290K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.22K- 59.44% |
$31.6K - $38K
|
834
$31.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Ellenbecker Investment Group
|
SELL
|
- |
-1.22K- 3.55% |
$31.7K - $38.1K
|
33.3K
$1.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.36K- 0.82% |
$35.1K - $42.2K
|
164K
$6.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.4K- 0.53% |
$36.3K - $43.6K
|
263K
$9.89M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.42K- 8.28% |
$36.7K - $44.2K
|
15.7K
$592K
|
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-1.45K- 0.72% |
$37.4K - $44.9K
|
200K
$7.54M
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.48K- 4.85% |
$38.2K - $45.9K
|
28.9K
$1.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.48K- 8.28% |
$38.3K - $46.1K
|
16.4K
$617K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.49K- 8.5% |
$38.6K - $46.3K
|
16K
$604K
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.66K- 14.18% |
$43K - $51.7K
|
10.1K
$379K
|
|
|
Jan 24, 2023
Q4 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.75K- 27.04% |
$45.3K - $54.5K
|
4.73K
$178K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.92K- 22.38% |
$49.6K - $59.6K
|
6.64K
$250K
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.08K- 2.79% |
$53.8K - $64.6K
|
72.5K
$2.73M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-2.14K- 15.24% |
$55.3K - $66.5K
|
11.9K
$447K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.34K- 0.67% |
$60.6K - $72.8K
|
348K
$13.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.65K- 0.33% |
$68.5K - $82.4K
|
811K
$30.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.66K- 8.17% |
$68.9K - $82.9K
|
30K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.8K- 6.61% |
$72.4K - $87K
|
39.5K
$1.49M
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-2.86K- 3.27% |
$74K - $88.9K
|
84.6K
$3.19M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-2.92K- 4.33% |
$75.4K - $90.7K
|
64.4K
$2.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Jentner Corp
|
SELL
|
- |
-3.02K- 4.63% |
$78.3K - $94K
|
62.3K
$2.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-3.26K- 1.6% |
$84.5K - $102K
|
200K
$7.54M
|
|
|
Jan 13, 2023
Q4 2022
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-3.39K- 0.94% |
$87.8K - $106K
|
359K
$13.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.47K- 2.49% |
$89.7K - $108K
|
136K
$5.12M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3.72K- 3.26% |
$96.2K - $116K
|
110K
$4.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.87K- 5.15% |
$100K - $120K
|
71.3K
$2.69M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3.87K- 18.79% |
$100K - $120K
|
16.7K
$630K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-3.91K- 14.58% |
$101K - $122K
|
22.9K
$862K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.91K- 13.18% |
$101K - $122K
|
25.7K
$968K
|
|
|
Jan 20, 2023
Q4 2022
|
Baker Boyer National Bank
|
SELL
|
- |
-4.38K- 1.56% |
$113K - $136K
|
277K
$10.4M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.43K- 51.74% |
$115K - $138K
|
4.13K
$155K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.59K- 30.26% |
$119K - $143K
|
10.6K
$398K
|
|
|
Jan 12, 2023
Q4 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-4.85K- 6.52% |
$126K - $151K
|
69.6K
$2.62M
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-5.04K- 20.95% |
$130K - $157K
|
19K
$715K
|
|
|
Feb 09, 2023
Q4 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-6.1K- 23.43% |
$158K - $190K
|
19.9K
$750K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-6.15K- 2.68% |
$159K - $191K
|
223K
$8.39M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-6.16K- 2.48% |
$160K - $192K
|
242K
$9.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-6.3K- 64.3% |
$163K - $196K
|
3.5K
$132K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.54K- 4.46% |
$169K - $203K
|
140K
$5.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6.78K- 35.52% |
$176K - $211K
|
12.3K
$463K
|
|
|
Jan 20, 2023
Q4 2022
|
Shearwater Capital LLC
|
SELL
|
- |
-7.18K- 1.86% |
$186K - $223K
|
380K
$14.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-8.45K- 0.57% |
$219K - $263K
|
1.47M
$55.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-8.73K- 13.42% |
$226K - $272K
|
56.4K
$2.12M
|