Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr (DFIV)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV) during Q1 2023. 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, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.87M+ 17086.13% |
$56.8M - $62.3M
|
1.88M
$70.5M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.19M+ 28.02% |
$36.1M - $39.7M
|
5.43M
$204M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.14M+ 24.28% |
$34.5M - $37.9M
|
5.81M
$218M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.13M+ 6036.24% |
$34.4M - $37.8M
|
1.15M
$43.2M
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.1M+ 758.47% |
$33.6M - $36.9M
|
1.25M
$46.9M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
789K+ 13.67% |
$24M - $26.3M
|
6.56M
$246M
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
729KNew |
$22.2M - $24.3M
|
729K
$27.4M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
517K+ 256.11% |
$15.7M - $17.2M
|
719K
$27M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
510K+ 23.65% |
$15.5M - $17M
|
2.66M
$100M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
351K+ 2922.58% |
$10.7M - $11.7M
|
363K
$13.6M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
321K+ 7.75% |
$9.76M - $10.7M
|
4.46M
$168M
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
294K+ 6836.65% |
$8.94M - $9.8M
|
298K
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
255K+ 8.66% |
$7.76M - $8.52M
|
3.2M
$120M
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
243KNew |
$7.38M - $8.1M
|
243K
$9.11M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
222K+ 3129.24% |
$6.74M - $7.4M
|
229K
$8.59M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
186K+ 28.11% |
$5.66M - $6.21M
|
848K
$31.8M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
184K+ 71.55% |
$5.6M - $6.15M
|
442K
$16.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
171K+ 94.86% |
$5.2M - $5.7M
|
351K
$13.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
158K+ 59.85% |
$4.81M - $5.28M
|
422K
$15.8M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
151K+ 53.95% |
$4.59M - $5.04M
|
431K
$16.2M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
138K+ 464.59% |
$4.21M - $4.61M
|
168K
$6.31M
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
126K+ 56.72% |
$3.82M - $4.19M
|
347K
$13M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
106K+ 29.55% |
$3.22M - $3.53M
|
464K
$17.4M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
93.2K+ 10.89% |
$2.84M - $3.11M
|
949K
$35.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
85KNew |
$2.59M - $2.84M
|
85K
$3.19M
|
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
84KNew |
$2.56M - $2.8M
|
84K
$3.15M
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
82.5KNew |
$2.51M - $2.75M
|
82.5K
$3.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
81.6K+ 17.0% |
$2.48M - $2.72M
|
562K
$21.1M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
74.6K+ 4.86% |
$2.27M - $2.49M
|
1.61M
$60.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
71.9K+ 38.56% |
$2.19M - $2.4M
|
258K
$9.71M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
68.3KNew |
$2.08M - $2.28M
|
68.3K
$2.57M
|
|
|
May 10, 2023
Q1 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
67K+ 72.71% |
$2.04M - $2.24M
|
159K
$5.98M
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
62.3K+ 8.39% |
$1.89M - $2.08M
|
804K
$30.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
57.8K+ 20.73% |
$1.76M - $1.93M
|
337K
$12.6M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
52.9KNew |
$1.61M - $1.76M
|
52.9K
$1.98M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
51.7K+ 19.4% |
$1.57M - $1.73M
|
318K
$12M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
51.2KNew |
$1.56M - $1.71M
|
51.2K
$1.92M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
46.2K+ 13.33% |
$1.41M - $1.54M
|
393K
$14.7M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
41.3K+ 21.2% |
$1.26M - $1.38M
|
236K
$8.86M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
39.9K+ 380.63% |
$1.22M - $1.33M
|
50.4K
$1.89M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
38.1K+ 8.9% |
$1.16M - $1.27M
|
466K
$17.5M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
35.6K+ 4.89% |
$1.08M - $1.19M
|
764K
$28.7M
|
|
|
May 19, 2023
Q1 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
34.8KNew |
$1.06M - $1.16M
|
34.8K
$1.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
33.9K+ 25.67% |
$1.03M - $1.13M
|
166K
$6.23M
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
33.3K+ 12.14% |
$1.01M - $1.11M
|
308K
$11.6M
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
32.8K+ 1.32% |
$998K - $1.09M
|
2.51M
$94.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
31.8K+ 8.85% |
$968K - $1.06M
|
391K
$14.7M
|
|
|
May 01, 2023
Q1 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
31.7K+ 35.25% |
$966K - $1.06M
|
122K
$4.57M
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
31.3K+ 8.32% |
$953K - $1.05M
|
408K
$15.3M
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
30.7K+ 27.4% |
$935K - $1.03M
|
143K
$5.37M
|