Purchases and Sales Made in Q1 2022 in Dimensional ETF Tr (DFIV)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
3.62MNew |
$111M - $129M
|
3.62M
$128M
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
729K+ 125.5% |
$22.4M - $25.9M
|
1.31M
$46.3M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
454K+ 27.79% |
$14M - $16.1M
|
2.09M
$73.8M
|
|
|
May 13, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
440KNew |
$13.5M - $15.6M
|
440K
$15.6M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
344K+ 137.9% |
$10.6M - $12.2M
|
594K
$21M
|
|
|
May 12, 2022
Q1 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
341K+ 27.0% |
$10.5M - $12.1M
|
1.6M
$56.7M
|
|
|
May 16, 2022
Q1 2022
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
317K+ 90.13% |
$9.76M - $11.3M
|
669K
$23.7M
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
271K+ 26.36% |
$8.32M - $9.6M
|
1.3M
$45.8M
|
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
249K+ 83.9% |
$7.65M - $8.83M
|
545K
$19.3M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
242K+ 2360.13% |
$7.43M - $8.57M
|
252K
$8.9M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
230K+ 8.05% |
$7.07M - $8.16M
|
3.09M
$109M
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
180K+ 10.27% |
$5.55M - $6.4M
|
1.94M
$68.4M
|
|
|
Aug 11, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
165KNew |
$5.06M - $5.84M
|
165K
$5.82M
|
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
151KNew |
$4.66M - $5.38M
|
151K
$5.35M
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
133K+ 5.99% |
$4.1M - $4.73M
|
2.36M
$83.4M
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
86.6KNew |
$2.66M - $3.07M
|
86.6K
$3.06M
|
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
85.8KNew |
$2.64M - $3.04M
|
85.8K
$3.03M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
84.2K+ 27.5% |
$2.59M - $2.99M
|
391K
$13.8M
|
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
84.2KNew |
$2.59M - $2.99M
|
84.2K
$2.97M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
81.1K+ 386.33% |
$2.49M - $2.88M
|
102K
$3.61M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
79.8KNew |
$2.45M - $2.83M
|
79.8K
$2.82M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
77.8K+ 7.93% |
$2.39M - $2.76M
|
1.06M
$37.4M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
77.8K+ 1486.1% |
$2.39M - $2.76M
|
83K
$2.93M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
77.8K+ 133.4% |
$2.39M - $2.76M
|
136K
$4.81M
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
74.5K+ 12.05% |
$2.29M - $2.65M
|
693K
$24.5M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
72.4KNew |
$2.23M - $2.57M
|
72.4K
$2.56M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
71.5K+ 371.71% |
$2.2M - $2.54M
|
90.8K
$3.21M
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
65.7K+ 188.97% |
$2.02M - $2.33M
|
100K
$3.55M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
61.7KNew |
$1.9M - $2.19M
|
61.7K
$2.18M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
60.1K+ 0.61% |
$1.85M - $2.13M
|
9.97M
$352M
|
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
56.9KNew |
$1.75M - $2.02M
|
56.9K
$2.01M
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
54.1KNew |
$1.66M - $1.92M
|
54.1K
$1.91M
|
|
|
Apr 04, 2022
Q1 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
53.8K+ 21.28% |
$1.65M - $1.91M
|
307K
$10.8M
|
|
|
Oct 16, 2023
Q1 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
51K+ 7.34% |
$1.57M - $1.81M
|
746K
$26.3M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
51K+ 69.73% |
$1.57M - $1.81M
|
124K
$4.39M
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
50.5K+ 15.67% |
$1.55M - $1.79M
|
373K
$13.2M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
49.5K+ 308.19% |
$1.52M - $1.76M
|
65.6K
$2.32M
|
|
|
Apr 18, 2022
Q1 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
49.2K+ 7.97% |
$1.51M - $1.75M
|
666K
$23.5M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
47KNew |
$1.44M - $1.67M
|
47K
$1.66M
|
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
44K+ 4.87% |
$1.35M - $1.56M
|
947K
$33.5M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
41KNew |
$1.26M - $1.46M
|
41K
$1.45M
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
41K+ 421.96% |
$1.26M - $1.45M
|
50.7K
$1.79M
|
|
|
Apr 28, 2022
Q1 2022
|
Applied Capital LLC
|
BUY
|
- |
40KNew |
$1.23M - $1.42M
|
40K
$1.41M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
39.4K+ 72.05% |
$1.21M - $1.4M
|
94.2K
$3.33M
|
|
|
Apr 19, 2022
Q1 2022
|
Resource Consulting Group Inc
|
BUY
|
- |
39.1K+ 1.79% |
$1.2M - $1.39M
|
2.23M
$78.7M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
31.7KNew |
$974K - $1.12M
|
31.7K
$1.12M
|
|
|
May 13, 2022
Q1 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
31.3KNew |
$963K - $1.11M
|
31.3K
$1.11M
|
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
30.4K+ 198.17% |
$934K - $1.08M
|
45.7K
$1.62M
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
29.8KNew |
$917K - $1.06M
|
29.8K
$1.05M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
26.7KNew |
$822K - $949K
|
26.7K
$945K
|