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 11, 2022
Q1 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
6.01KNew |
$185K - $213K
|
6.01K
$271K
|
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6KNew |
$184K - $213K
|
6K
$271K
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
5.78KNew |
$178K - $205K
|
5.78K
$261K
|
|
|
May 09, 2022
Q1 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.7K+ 0.86% |
$175K - $202K
|
668K
$30.2M
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4.76K+ 1.84% |
$146K - $169K
|
264K
$11.9M
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
4.72K+ 6.97% |
$145K - $167K
|
72.4K
$3.27M
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.54K+ 4.89% |
$140K - $161K
|
97.4K
$4.4M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.48K+ 0.15% |
$138K - $159K
|
3.06M
$138M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
4.42KNew |
$136K - $157K
|
4.42K
$200K
|
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.98K+ 26.85% |
$122K - $141K
|
18.8K
$849K
|
|
|
Apr 19, 2022
Q1 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.33K+ 31.74% |
$102K - $118K
|
13.8K
$624K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.05KNew |
$93.9K - $108K
|
3.05K
$138K
|
|
|
Apr 28, 2022
Q1 2022
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
2.68K+ 1.1% |
$82.5K - $95.2K
|
247K
$11.1M
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.44KNew |
$75K - $86.6K
|
2.44K
$110K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.38K+ 2.54% |
$73.3K - $84.6K
|
96.2K
$4.35M
|
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
BUY
|
- |
2.28K+ 169.69% |
$70.1K - $80.9K
|
3.62K
$164K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
2.25KNew |
$69.1K - $79.8K
|
2.25K
$102K
|
|
|
Apr 21, 2022
Q1 2022
|
Claris Advisors, LLC
|
BUY
|
- |
2.19K+ 0.69% |
$67.4K - $77.8K
|
320K
$14.5M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.02K+ 16.59% |
$62K - $71.5K
|
14.2K
$640K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.98K+ 26.49% |
$60.9K - $70.3K
|
9.47K
$428K
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.94K+ 1.75% |
$59.5K - $68.7K
|
112K
$5.08M
|
|
|
Jun 07, 2022
Q1 2022
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
1.82K+ 1.33% |
$55.9K - $64.5K
|
139K
$6.26M
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.72K+ 1.89% |
$52.7K - $60.9K
|
92.6K
$4.18M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.61K+ 2.17% |
$49.6K - $57.3K
|
75.8K
$3.43M
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.59K+ 5.71% |
$48.8K - $56.3K
|
29.4K
$1.33M
|
|
|
Apr 15, 2022
Q1 2022
|
Baker Boyer National Bank
|
BUY
|
- |
1.43K+ 0.48% |
$44K - $50.8K
|
297K
$13.4M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.24K+ 327.59% |
$38K - $43.8K
|
1.61K
$72.8K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
1.08K+ 29.27% |
$33.2K - $38.3K
|
4.77K
$216K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
1.07K+ 4.25% |
$33K - $38.1K
|
26.3K
$1.19M
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.07K+ 13.96% |
$33K - $38K
|
8.75K
$395K
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
1.01K+ 1.38% |
$31.1K - $35.9K
|
74.2K
$3.35M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
1.01K+ 12.82% |
$31K - $35.8K
|
8.88K
$401K
|
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.01K+ 1.38% |
$30.9K - $35.7K
|
73.9K
$3.34M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
988+ 1.8% |
$30.4K - $35.1K
|
55.8K
$2.52M
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
770+ 2.63% |
$23.7K - $27.3K
|
30.1K
$1.36M
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
736+ 1.11% |
$22.6K - $26.1K
|
67.1K
$3.03M
|
|
|
May 05, 2022
Q1 2022
|
Falcon Wealth Planning
|
BUY
|
- |
480+ 2.0% |
$14.8K - $17K
|
24.5K
$1.11M
|
|
|
Apr 27, 2022
Q1 2022
|
Advisory Services & Investments, LLC
|
BUY
|
- |
429+ 1.96% |
$13.2K - $15.2K
|
22.3K
$1.01M
|
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
395+ 1.31% |
$12.1K - $14K
|
30.5K
$1.38M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
327+ 0.41% |
$10.1K - $11.6K
|
80.8K
$3.65M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
177+ 3.83% |
$5.44K - $6.28K
|
4.8K
$217K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
173+ 23.44% |
$5.32K - $6.14K
|
911
$41.2K
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
160+ 0.95% |
$4.92K - $5.68K
|
17K
$770K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
95+ 0.18% |
$2.92K - $3.37K
|
54K
$2.44M
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
83New |
$2.55K - $2.95K
|
83
$3.75K
|
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
69+ 0.61% |
$2.12K - $2.45K
|
11.5K
$518K
|
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
BUY
|
- |
55+ 1.08% |
$1.69K - $1.95K
|
5.17K
$233K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.06% |
$1.01K - $1.17K
|
54.5K
$2.47M
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
28+ 0.18% |
$861 - $994
|
15.3K
$691K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
27+ 0.17% |
$830 - $958
|
15.5K
$701K
|