Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr (DFIV)

DFIV Quotes by TradingView

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
Apr 17, 2023 Q1 2023
Fifth Third Securities, Inc.

BUY
 -
30.6K
New
$931K - $1.02M
30.6K $1.15M
May 02, 2023 Q1 2023
Bedel Financial Consulting, Inc.

BUY
 -
30.4K
+ 16.48%
$924K - $1.01M
215K $8.04M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
29.2K
+ 39.06%
$889K - $975K
104K $3.9M
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
29.2K
New
$888K - $974K
29.2K $1.09M
May 09, 2023 Q1 2023
25 LLC

St. Louis, MO
BUY
 -
27.2K
New
$827K - $907K
27.2K $1.02M
Apr 19, 2023 Q1 2023
Mraz, Amerine & Associates, Inc.

BUY
 -
27K
+ 67.68%
$822K - $902K
67K $2.51M
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
27K
+ 28.14%
$822K - $901K
123K $4.61M
Sep 05, 2023 Q1 2023
Meritas Wealth Management, LLC

Larkspur, CA
BUY
 -
25.9K
+ 10.41%
$788K - $864K
275K $10.3M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
25.1K
+ 15.63%
$765K - $839K
186K $6.97M
Apr 11, 2023 Q1 2023
Lex Aurum Advisors, LLC

BUY
 -
24.8K
+ 169.91%
$756K - $829K
39.5K $1.48M
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

BUY
 -
22.2K
+ 2.07%
$677K - $743K
1.1M $41.1M
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
22.2K
+ 11.69%
$675K - $740K
212K $7.95M
Apr 12, 2023 Q1 2023
Evanson Asset Management, LLC

BUY
 -
21.8K
+ 2.31%
$662K - $727K
965K $36.2M
Apr 26, 2023 Q1 2023
Relaxing Retirement Coach

BUY
 -
21.6K
+ 24.41%
$658K - $722K
110K $4.13M
May 15, 2023 Q1 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
21.2K
+ 27.91%
$646K - $709K
97.3K $3.65M
May 10, 2023 Q1 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
20.8K
+ 12.36%
$634K - $696K
189K $7.1M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
19.6K
+ 9.18%
$596K - $653K
233K $8.73M
Apr 18, 2023 Q1 2023
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
19.2K
+ 22.66%
$584K - $640K
104K $3.89M
Apr 12, 2023 Q1 2023
Collective Family Office LLC

BUY
 -
18.9K
+ 192.91%
$575K - $631K
28.7K $1.08M
May 02, 2023 Q1 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
18.2K
New
$554K - $608K
18.2K $683K
May 11, 2023 Q1 2023
Watershed Private Wealth LLC

Oak Brook, IL
BUY
 -
17.7K
+ 18.72%
$537K - $589K
112K $4.2M
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
16.7K
New
$509K - $558K
16.7K $626K
Apr 26, 2023 Q1 2023
Forvis Wealth Advisors, LLC

BUY
 -
16.4K
+ 2.02%
$498K - $546K
825K $30.9M
Apr 20, 2023 Q1 2023
Stone Point Wealth LLC

BUY
 -
16.1K
+ 22.6%
$490K - $537K
87.3K $3.27M
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
16.1K
New
$489K - $536K
16.1K $602K
May 15, 2023 Q1 2023
Bayshore Asset Management, LLC

BUY
 -
16.1K
+ 3.17%
$488K - $536K
523K $19.6M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
16K
+ 29.1%
$487K - $534K
71K $2.66M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
15.8K
+ 28.16%
$481K - $528K
72K $2.7M
May 11, 2023 Q1 2023
Barnes Pettey Financial Advisors, LLC

BUY
 -
15.3K
+ 26.93%
$466K - $511K
72.2K $2.71M
Apr 12, 2024 Q1 2023
Lane & Associates LLC

Moorestown, NJ
BUY
 -
14.1K
+ 51.85%
$429K - $470K
41.3K $1.55M
Jun 27, 2023 Q1 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
13.7K
New
$416K - $456K
13.7K $512K
May 05, 2023 Q1 2023
True Link Financial Advisors, LLC

BUY
 -
13.5K
+ 1.57%
$412K - $452K
875K $32.8M
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
13.2K
+ 9.65%
$403K - $442K
150K $5.64M
Apr 21, 2023 Q1 2023
Wealth Architects, LLC

BUY
 -
12.9K
+ 2.45%
$393K - $432K
540K $20.3M
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
12.5K
New
$379K - $416K
12.5K $467K
May 11, 2023 Q1 2023
Fortis Capital Management LLC

BUY
 -
12.4K
New
$377K - $414K
12.4K $465K
Apr 13, 2023 Q1 2023
Apeiron Ria LLC

BUY
 -
11.7K
+ 4.73%
$355K - $389K
258K $9.67M
May 02, 2023 Q1 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
11.5K
+ 2.92%
$349K - $383K
405K $15.2M
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
11.2K
+ 61.79%
$341K - $374K
29.3K $1.1M
May 15, 2023 Q1 2023
Investmark Advisory Group LLC

BUY
 -
11K
+ 18.49%
$336K - $369K
70.8K $2.65M
May 02, 2023 Q1 2023
Advisory Alpha, LLC

BUY
 -
11K
+ 12.11%
$334K - $366K
101K $3.8M
May 15, 2023 Q1 2023
Family Legacy, Inc.

BUY
 -
10.8K
New
$328K - $360K
10.8K $404K
May 05, 2023 Q1 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
10.5K
New
$318K - $349K
10.5K $392K
Apr 21, 2023 Q1 2023
Capital Investment Advisory Services, LLC

BUY
 -
10.3K
+ 149.32%
$313K - $344K
17.2K $645K
May 12, 2023 Q1 2023
Km Capital Management Ltd.

Austin, TX
BUY
 -
9.15K
+ 6.28%
$278K - $305K
155K $5.8M
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
9.15K
+ 0.55%
$278K - $305K
1.66M $62.3M
Apr 25, 2023 Q1 2023
Allegiance Financial Group Advisory Services LLC

Vienna, VA
BUY
 -
8.87K
+ 14.38%
$270K - $296K
70.6K $2.65M
May 08, 2023 Q1 2023
Tranquility Partners, LLC

BUY
 -
8.87K
New
$270K - $296K
8.87K $333K
Apr 17, 2023 Q1 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
8.74K
+ 20.85%
$266K - $292K
50.7K $1.9M

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