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 04, 2022
Q1 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
26.1K+ 144.38% |
$803K - $926K
|
44.2K
$2M
|
|
|
Apr 14, 2022
Q1 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
26.1K+ 31.86% |
$802K - $925K
|
108K
$4.88M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.6K+ 28.59% |
$787K - $908K
|
115K
$5.2M
|
|
|
May 04, 2022
Q1 2022
|
Hemington Wealth Management
|
BUY
|
- |
25.2KNew |
$775K - $895K
|
25.2K
$1.14M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
25KNew |
$769K - $888K
|
25K
$1.13M
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
22.6K+ 13.01% |
$695K - $802K
|
196K
$8.87M
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
21.5K+ 9.03% |
$661K - $763K
|
259K
$11.7M
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
20K+ 42.97% |
$616K - $711K
|
66.7K
$3.01M
|
|
|
May 02, 2022
Q1 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
19.8K+ 2.99% |
$609K - $703K
|
681K
$30.8M
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
18.7K+ 56.44% |
$574K - $663K
|
51.8K
$2.34M
|
|
|
May 02, 2022
Q1 2022
|
Kraft Asset Management, LLC
|
BUY
|
- |
18.2K+ 4.68% |
$560K - $646K
|
407K
$18.4M
|
|
|
May 03, 2022
Q1 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
17.5K+ 101.8% |
$538K - $621K
|
34.7K
$1.57M
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
16.7K+ 81.11% |
$515K - $594K
|
37.4K
$1.69M
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
BUY
|
- |
16.1K+ 237.59% |
$496K - $573K
|
22.9K
$1.04M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
15.4KNew |
$473K - $545K
|
15.4K
$695K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.7K+ 51.54% |
$452K - $522K
|
43.2K
$1.95M
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
13.9KNew |
$427K - $492K
|
13.9K
$627K
|
|
|
May 10, 2022
Q1 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
13.2K+ 110.56% |
$406K - $468K
|
25.1K
$1.13M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
13K+ 22.03% |
$399K - $461K
|
71.9K
$3.25M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.2KNew |
$377K - $435K
|
12.2K
$553K
|
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
12.2KNew |
$375K - $433K
|
12.2K
$551K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
12K+ 1.12% |
$369K - $426K
|
1.08M
$49M
|
|
|
May 11, 2022
Q1 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
11.8K+ 4.29% |
$363K - $419K
|
287K
$13M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.8K+ 3.11% |
$362K - $418K
|
391K
$17.7M
|
|
|
May 11, 2022
Q1 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
11.6KNew |
$356K - $411K
|
11.6K
$523K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.4KNew |
$351K - $405K
|
11.4K
$516K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.9KNew |
$336K - $388K
|
10.9K
$494K
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.8K+ 2.37% |
$333K - $384K
|
467K
$21.1M
|
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
10.5K+ 0.84% |
$324K - $374K
|
1.26M
$57.1M
|
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
10.5KNew |
$323K - $373K
|
10.5K
$474K
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.3KNew |
$317K - $365K
|
10.3K
$465K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
9.81KNew |
$302K - $348K
|
9.81K
$443K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.5K+ 26.48% |
$292K - $337K
|
45.4K
$2.05M
|
|
|
May 13, 2022
Q1 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
8.68K+ 8.03% |
$267K - $308K
|
117K
$5.28M
|
|
|
May 18, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
8.61K+ 82.02% |
$265K - $306K
|
19.1K
$863K
|
|
|
May 05, 2022
Q1 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
8.42KNew |
$259K - $299K
|
8.42K
$380K
|
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
BUY
|
- |
8.27K+ 0.43% |
$254K - $294K
|
1.95M
$87.9M
|
|
|
May 11, 2022
Q1 2022
|
Equius Partners, Inc.
|
BUY
|
- |
8.12K+ 0.4% |
$250K - $288K
|
2.02M
$91.2M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
7.98KNew |
$245K - $283K
|
7.98K
$361K
|
|
|
Apr 13, 2022
Q1 2022
|
Austin Asset Management CO Inc
|
BUY
|
- |
7.93K+ 7.66% |
$244K - $281K
|
111K
$5.04M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.91K+ 2.6% |
$243K - $281K
|
312K
$14.1M
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
7.7KNew |
$237K - $273K
|
7.7K
$348K
|
|
|
May 05, 2022
Q1 2022
|
Anson Capital, Inc.
|
BUY
|
- |
7.39KNew |
$227K - $262K
|
7.39K
$334K
|
|
|
Apr 14, 2022
Q1 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
7.15K+ 1.33% |
$220K - $254K
|
546K
$24.7M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.96KNew |
$214K - $247K
|
6.96K
$314K
|
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
6.84KNew |
$210K - $243K
|
6.84K
$309K
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.44KNew |
$198K - $229K
|
6.44K
$291K
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
6.26KNew |
$192K - $222K
|
6.26K
$283K
|
|
|
Apr 14, 2022
Q1 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
6.16KNew |
$190K - $219K
|
6.16K
$279K
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.02KNew |
$185K - $214K
|
6.02K
$272K
|