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 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
25+ 0.3% |
$769 - $887
|
8.45K
$300K
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
19+ 0.19% |
$584 - $674
|
9.9K
$352K
|
|
|
Apr 27, 2022
Q1 2022
|
Exeter Financial, LLC
|
BUY
|
- |
16+ 0.2% |
$492 - $568
|
8.13K
$289K
|
|
|
Apr 15, 2022
Q1 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
13+ 0.18% |
$400 - $461
|
7.1K
$252K
|
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
10+ 0.19% |
$308 - $355
|
5.32K
$189K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
7+ 0.04% |
$215 - $248
|
16.7K
$593K
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6+ 0.21% |
$185 - $213
|
2.86K
$102K
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5+ 0.08% |
$154 - $177
|
6.12K
$217K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
4+ 0.0% |
$123 - $142
|
81.6K
$2.9M
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
3+ 0.01% |
$92.3 - $106
|
33.7K
$1.2M
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-18- 1.25% |
$554 - $639
|
1.42K
$50.4K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-55- 0.07% |
$1.69K - $1.95K
|
78.4K
$2.78M
|
|
|
Apr 27, 2022
Q1 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-57- 0.4% |
$1.75K - $2.02K
|
14.2K
$504K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-75- 2.13% |
$2.31K - $2.66K
|
3.44K
$122K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-115- 16.86% |
$3.54K - $4.08K
|
567
$20.1K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-116Closed |
$3.57K - $4.12K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-117- 0.26% |
$3.6K - $4.15K
|
45.1K
$1.6M
|
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-149- 1.33% |
$4.58K - $5.29K
|
11.1K
$394K
|
|
|
Apr 19, 2022
Q1 2022
|
Five Oceans Advisors
|
SELL
|
- |
-150- 0.99% |
$4.61K - $5.32K
|
15K
$533K
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-216- 1.05% |
$6.64K - $7.67K
|
20.4K
$723K
|
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-225- 0.06% |
$6.92K - $7.99K
|
353K
$12.5M
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-291- 0.97% |
$8.95K - $10.3K
|
29.6K
$1.05M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-293- 0.18% |
$9.01K - $10.4K
|
164K
$5.83M
|
|
|
Apr 27, 2022
Q1 2022
|
Shearwater Capital LLC
|
SELL
|
- |
-324- 0.08% |
$9.96K - $11.5K
|
386K
$13.7M
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-345- 3.86% |
$10.6K - $12.2K
|
8.59K
$305K
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-400- 7.38% |
$12.3K - $14.2K
|
5.02K
$178K
|
|
|
Aug 25, 2022
Q1 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-420- 23.7% |
$12.9K - $14.9K
|
1.35K
$48K
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-436Closed |
$13.4K - $15.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-505- 0.12% |
$15.5K - $17.9K
|
432K
$15.3M
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-575Closed |
$17.7K - $20.4K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-796- 68.62% |
$24.5K - $28.3K
|
364
$12.9K
|
|
|
May 12, 2022
Q1 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.13K- 0.9% |
$34.6K - $39.9K
|
123K
$4.38M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-1.42K- 0.79% |
$43.7K - $50.4K
|
179K
$6.34M
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.48K- 10.42% |
$45.4K - $52.4K
|
12.7K
$451K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.61K- 10.23% |
$49.6K - $57.3K
|
14.2K
$503K
|
|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1.67K- 1.94% |
$51.2K - $59.1K
|
84.3K
$2.99M
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.8K- 2.9% |
$55.4K - $63.9K
|
60.3K
$2.14M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.94K- 0.05% |
$59.6K - $68.8K
|
3.82M
$136M
|
|
|
Apr 13, 2022
Q1 2022
|
Ellenbecker Investment Group
|
SELL
|
- |
-2.03K- 5.48% |
$62.5K - $72.2K
|
35.1K
$1.25M
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.14K- 0.3% |
$65.9K - $76.1K
|
708K
$25.1M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.35K- 6.38% |
$72.3K - $83.4K
|
34.5K
$1.22M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.59K- 20.93% |
$79.5K - $91.7K
|
9.77K
$347K
|
|
|
Apr 27, 2022
Q1 2022
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-2.65K- 0.78% |
$81.5K - $94.1K
|
339K
$12M
|
|
|
Apr 11, 2022
Q1 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-2.8K- 3.6% |
$86K - $99.3K
|
74.9K
$2.66M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-2.8K- 13.5% |
$86.1K - $99.4K
|
17.9K
$637K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.85K- 25.68% |
$87.5K - $101K
|
8.24K
$293K
|
|
|
Apr 18, 2022
Q1 2022
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-3.06K- 0.9% |
$94.1K - $109K
|
336K
$11.9M
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.32KClosed |
$102K - $118K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-3.5KClosed |
$108K - $124K
|
0
$0
|