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 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
8.57KNew |
$261K - $286K
|
8.57K
$322K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
8.54K+ 21.21% |
$260K - $285K
|
48.8K
$1.83M
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
8.44KNew |
$257K - $282K
|
8.44K
$317K
|
|
|
May 05, 2023
Q1 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
8.4K+ 6.37% |
$256K - $280K
|
140K
$5.27M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.2K+ 27.35% |
$249K - $274K
|
38.2K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.06K+ 7.65% |
$245K - $269K
|
113K
$4.26M
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7.74K+ 4.47% |
$235K - $258K
|
181K
$6.79M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.39KNew |
$225K - $247K
|
7.39K
$278K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
7.3KNew |
$222K - $244K
|
7.3K
$274K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.27K+ 4.43% |
$221K - $243K
|
171K
$6.43M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
7.19K+ 98.66% |
$219K - $240K
|
14.5K
$544K
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
7.04KNew |
$214K - $235K
|
7.04K
$264K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
6.96K+ 24.38% |
$212K - $232K
|
35.5K
$1.33M
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
6.72K+ 6.95% |
$204K - $224K
|
103K
$3.88M
|
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
BUY
|
- |
6.64K+ 4.34% |
$202K - $222K
|
160K
$6M
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6.46K+ 2.46% |
$197K - $216K
|
269K
$10.1M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.44KNew |
$196K - $215K
|
6.44K
$242K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.37KNew |
$194K - $213K
|
6.37K
$239K
|
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
6.34KNew |
$193K - $211K
|
6.34K
$238K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.24KNew |
$190K - $208K
|
6.24K
$234K
|
|
|
Apr 07, 2023
Q1 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
6.22KNew |
$189K - $208K
|
6.22K
$234K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6.1KNew |
$186K - $204K
|
6.1K
$229K
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
5.48K+ 24.22% |
$167K - $183K
|
28.1K
$1.05M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.26K+ 16.1% |
$160K - $176K
|
37.9K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.75K+ 45.81% |
$145K - $159K
|
15.1K
$568K
|
|
|
Apr 10, 2023
Q1 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
4.69K+ 5.05% |
$143K - $157K
|
97.6K
$3.66M
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
4.46K+ 13.71% |
$136K - $149K
|
37K
$1.39M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.45K+ 11.26% |
$135K - $149K
|
44K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.21K+ 1.28% |
$128K - $141K
|
333K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.14K+ 53.43% |
$126K - $138K
|
11.9K
$447K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
4.14K+ 2.15% |
$126K - $138K
|
197K
$7.38M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
3.69KNew |
$112K - $123K
|
3.69K
$139K
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
3.66K+ 2.98% |
$111K - $122K
|
126K
$4.74M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.58K+ 28.96% |
$109K - $120K
|
16K
$599K
|
|
|
Apr 28, 2023
Q1 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
3.55K+ 24.58% |
$108K - $118K
|
18K
$675K
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
3.46K+ 0.48% |
$105K - $115K
|
721K
$27.1M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.43K+ 29.31% |
$104K - $114K
|
15.1K
$568K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.37K+ 27.34% |
$102K - $112K
|
15.7K
$589K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
3.37K+ 12.81% |
$102K - $112K
|
29.6K
$1.11M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
2.98KNew |
$90.7K - $99.5K
|
2.98K
$112K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
2.8K+ 7.76% |
$85.2K - $93.5K
|
38.9K
$1.46M
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.63K+ 13.5% |
$79.9K - $87.7K
|
22.1K
$829K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.57K+ 6.32% |
$78.2K - $85.8K
|
43.2K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.47K+ 0.17% |
$75.2K - $82.5K
|
1.47M
$55.1M
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2.37K+ 1.14% |
$72.2K - $79.2K
|
210K
$7.87M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.32KNew |
$70.5K - $77.3K
|
2.32K
$87K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.98K+ 3.94% |
$60.3K - $66.1K
|
52.2K
$1.96M
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.96KNew |
$59.7K - $65.5K
|
1.96K
$73.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.89KNew |
$57.6K - $63.2K
|
1.89K
$71.1K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.88KNew |
$57.1K - $62.7K
|
1.88K
$70.5K
|