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
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1.87K
+ 0.54%
$56.9K - $62.5K
350K $13.1M
Apr 26, 2023 Q1 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
1.87K
+ 6.15%
$56.8K - $62.3K
32.2K $1.21M
May 04, 2023 Q1 2023
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
1.5K
New
$45.6K - $50.1K
1.5K $56.2K
May 08, 2023 Q1 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
1.44K
New
$43.8K - $48K
1.44K $53.9K
Apr 06, 2023 Q1 2023
Bromfield Sneider Wealth Advisors

BUY
 -
1.41K
+ 25.32%
$42.8K - $46.9K
6.96K $261K
Apr 26, 2023 Q1 2023
Maryland Capital Advisors Inc.

BUY
 -
1.41K
+ 1.39%
$42.8K - $46.9K
102K $3.84M
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
1.4K
+ 8.46%
$42.5K - $46.6K
17.9K $671K
May 03, 2023 Q1 2023
Keb Asset Management, LLC

Springfield, IL
BUY
 -
1.39K
+ 0.2%
$42.1K - $46.2K
681K $25.5M
Apr 17, 2023 Q1 2023
Baldrige Asset Management LLC

BUY
 -
1.23K
+ 2.84%
$37.3K - $41K
44.4K $1.66M
Apr 27, 2023 Q1 2023
Advisory Services & Investments, LLC

BUY
 -
1.05K
+ 5.27%
$31.9K - $35K
21K $786K
Apr 27, 2023 Q1 2023
Aspiriant, LLC

BUY
 -
995
+ 0.41%
$30.3K - $33.2K
243K $9.12M
Dec 20, 2023 Q1 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
984
New
$29.9K - $32.8K
984 $36.9K
May 15, 2023 Q1 2023
Sutton Place Investors LLC

Katonah, NY
BUY
 -
873
+ 2.73%
$26.6K - $29.1K
32.9K $1.23M
Jul 19, 2023 Q1 2023
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
830
+ 5.95%
$25.3K - $27.7K
14.8K $554K
May 03, 2023 Q1 2023
Rf&L Wealth Management, LLC

Acton, MA
BUY
 -
829
+ 0.85%
$25.2K - $27.7K
98.8K $3.7M
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
815
+ 7.33%
$24.8K - $27.2K
11.9K $448K
May 11, 2023 Q1 2023
Townsquare Capital LLC

BUY
 -
799
+ 3.49%
$24.3K - $26.7K
23.7K $888K
May 02, 2023 Q1 2023
Schubert & CO

BUY
 -
797
+ 1.31%
$24.3K - $26.6K
61.6K $2.31M
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
748
+ 4.97%
$22.8K - $25K
15.8K $592K
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
707
+ 9.17%
$21.5K - $23.6K
8.42K $316K
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
660
+ 1.05%
$20.1K - $22K
63.4K $2.38M
May 10, 2023 Q1 2023
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
600
+ 1.19%
$18.3K - $20K
51.1K $1.92M
May 15, 2023 Q1 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
581
+ 1.69%
$17.7K - $19.4K
35K $1.31M
Oct 15, 2024 Q1 2023
Fmb Wealth Management

Westlake Village, CA
BUY
 -
571
+ 0.67%
$17.4K - $19.1K
86K $3.23M
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
549
New
$16.7K - $18.3K
549 $20.6K
Apr 14, 2023 Q1 2023
Global Trust Asset Management, LLC

BUY
 -
549
+ 1.32%
$16.7K - $18.3K
42.2K $1.58M
May 09, 2023 Q1 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
491
+ 4.56%
$14.9K - $16.4K
11.3K $422K
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
489
+ 0.94%
$14.9K - $16.3K
52.6K $1.97M
May 04, 2023 Q1 2023
Parkside Financial Bank & Trust

BUY
 -
410
+ 21.06%
$12.5K - $13.7K
2.36K $88.4K
May 09, 2023 Q1 2023
Efficient Advisors, LLC

BUY
 -
405
+ 5.76%
$12.3K - $13.5K
7.44K $279K
Apr 19, 2023 Q1 2023
Jfs Wealth Advisors, LLC

BUY
 -
349
+ 0.61%
$10.6K - $11.6K
57.7K $2.16M
Apr 10, 2023 Q1 2023
Sound Income Strategies, LLC

BUY
 -
342
New
$10.4K - $11.4K
342 $12.8K
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
328
New
$9.98K - $10.9K
328 $12.3K
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
318
+ 0.63%
$9.68K - $10.6K
50.9K $1.91M
Apr 14, 2023 Q1 2023
Five Oceans Advisors

BUY
 -
308
+ 1.2%
$9.37K - $10.3K
26K $975K
May 09, 2023 Q1 2023
Tortoise Investment Management, LLC

BUY
 -
304
+ 0.78%
$9.25K - $10.1K
39.3K $1.47M
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
283
+ 0.31%
$8.61K - $9.45K
90.5K $3.39M
Jun 20, 2023 Q1 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
249
New
$7.58K - $8.31K
249 $9.34K
Apr 12, 2023 Q1 2023
Koshinski Asset Management, Inc.

BUY
 -
239
+ 1.44%
$7.27K - $7.98K
16.8K $632K
May 05, 2023 Q1 2023
Financial Connections Group, Inc.

BUY
 -
210
+ 0.09%
$6.39K - $7.01K
223K $8.37M
May 15, 2023 Q1 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
200
+ 2.01%
$6.09K - $6.68K
10.2K $381K
Apr 10, 2023 Q1 2023
Soundmark Wealth Management, LLC

BUY
 -
150
+ 0.22%
$4.56K - $5.01K
69.7K $2.61M
May 09, 2023 Q1 2023
Brainard Capital Management LLC

Austin, TX
BUY
 -
133
+ 0.45%
$4.05K - $4.44K
29.6K $1.11M
Apr 18, 2023 Q1 2023
Ellenbecker Investment Group

BUY
 -
117
+ 0.35%
$3.56K - $3.91K
33.4K $1.25M
Jul 03, 2024 Q1 2023
Mills Wealth Advisors LLC

Southlake, TX
BUY
 -
115
+ 0.46%
$3.5K - $3.84K
25.3K $950K
May 10, 2023 Q1 2023
Builder Investment Group Inc /Adv

Atlanta, GA
BUY
 -
114
+ 0.25%
$3.47K - $3.81K
46.6K $1.75M
Apr 20, 2023 Q1 2023
Wealthpoint, LLC

BUY
 -
114
+ 0.79%
$3.47K - $3.81K
14.5K $545K
May 10, 2023 Q1 2023
Zhang Financial LLC

BUY
 -
91
+ 0.46%
$2.77K - $3.04K
19.7K $740K
May 10, 2023 Q1 2023
Running Point Capital Advisors, LLC

BUY
 -
86
+ 0.45%
$2.62K - $2.87K
19.3K $723K

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