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 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-10.2K- 7.1% |
$263K - $316K
|
133K
$5.42M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-10.5K- 3.1% |
$272K - $327K
|
329K
$13.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-10.5K- 3.1% |
$272K - $327K
|
329K
$13.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-11.9K- 2.6% |
$308K - $370K
|
446K
$18.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-12.4K- 7.32% |
$322K - $387K
|
157K
$6.41M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.1K- 3.95% |
$390K - $468K
|
366K
$14.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-15.7K- 35.28% |
$406K - $488K
|
28.8K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-17K- 4.84% |
$441K - $529K
|
335K
$13.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-18.6K- 7.66% |
$482K - $580K
|
224K
$9.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-18.7K- 1.26% |
$484K - $582K
|
1.47M
$59.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-20.3K- 32.74% |
$525K - $630K
|
41.6K
$1.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-21.5K- 40.19% |
$557K - $669K
|
32K
$1.31M
|
|
|
Aug 11, 2023
Q4 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-24.1K- 2.99% |
$623K - $749K
|
780K
$31.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-24.8K- 28.25% |
$642K - $772K
|
63K
$2.57M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-30.3K- 18.1% |
$784K - $943K
|
137K
$5.59M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-34K- 70.45% |
$880K - $1.06M
|
14.3K
$582K
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-42.7K- 5.55% |
$1.11M - $1.33M
|
726K
$29.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-49.6K- 31.31% |
$1.28M - $1.54M
|
109K
$4.44M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-52K- 4.61% |
$1.34M - $1.62M
|
1.07M
$43.8M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-67.2K- 87.27% |
$1.74M - $2.09M
|
9.8K
$400K
|
|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-74.4K- 9.29% |
$1.93M - $2.31M
|
727K
$29.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-92.8K- 14.96% |
$2.4M - $2.89M
|
528K
$21.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-98.4K- 21.32% |
$2.55M - $3.06M
|
363K
$14.8M
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-105K- 79.51% |
$2.73M - $3.28M
|
27.2K
$1.11M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-132K- 76.47% |
$3.42M - $4.11M
|
40.6K
$1.66M
|
|
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
SELL
|
- |
-134K- 6.43% |
$3.47M - $4.17M
|
1.95M
$79.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-143K- 90.45% |
$3.69M - $4.43M
|
15K
$613K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-160K- 96.18% |
$4.14M - $4.97M
|
6.36K
$259K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-161K- 69.58% |
$4.17M - $5.02M
|
70.5K
$2.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-205K- 91.62% |
$5.3M - $6.37M
|
18.7K
$764K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.45M- 32.92% |
$37.4M - $45M
|
2.95M
$120M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.77M- 99.39% |
$45.8M - $55M
|
10.9K
$445K
|