Purchases and Sales Made in Q2 2022 in Dimensional ETF Tr (DFIV)

DFIV Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV) during Q2 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
Aug 15, 2022 Q2 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
809K
New
$23.2M - $27.4M
809K $29.7M
Aug 12, 2022 Q2 2022
Northern Trust Corp

Chicago, IL
BUY
 -
744K
+ 17.95%
$21.3M - $25.2M
4.89M $179M
Jul 22, 2022 Q2 2022
Forvis Wealth Advisors, LLC

BUY
 -
692K
New
$19.8M - $23.4M
692K $25.4M
Aug 04, 2022 Q2 2022
True Link Financial Advisors, LLC

BUY
 -
649K
New
$18.6M - $22M
649K $23.8M
Jul 21, 2022 Q2 2022
Market Street Wealth Management Advisors LLC

BUY
 -
567K
New
$16.2M - $19.2M
567K $20.8M
Aug 12, 2022 Q2 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
547K
+ 26.2%
$15.7M - $18.5M
2.63M $96.7M
Aug 12, 2022 Q2 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
533K
+ 1078.42%
$15.3M - $18M
582K $21.4M
Jul 11, 2022 Q2 2022
Planning Center, Inc.

BUY
 -
520K
New
$14.9M - $17.6M
520K $19.1M
Jul 07, 2022 Q2 2022
Mc Lean Asset Management Corp

BUY
 -
437K
New
$12.5M - $14.8M
437K $16.1M
Jul 21, 2022 Q2 2022
Pb Mares Wealth Management LLC

BUY
 -
425K
New
$12.2M - $14.4M
425K $15.6M
Aug 12, 2022 Q2 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
405K
New
$11.6M - $13.7M
405K $14.9M
Aug 05, 2022 Q2 2022
Old Mission Capital LLC

BUY
 -
402K
+ 651.54%
$11.5M - $13.6M
464K $17M
Aug 12, 2022 Q2 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
322K
+ 3.23%
$9.22M - $10.9M
10.3M $378M
Aug 04, 2022 Q2 2022
Evoke Wealth, LLC

BUY
 -
276K
New
$7.91M - $9.34M
276K $10.1M
Jul 26, 2022 Q2 2022
Apeiron Ria LLC

BUY
 -
231K
New
$6.62M - $7.82M
231K $8.48M
Jul 22, 2022 Q2 2022
Financial Connections Group, Inc.

BUY
 -
215K
+ 35230.49%
$6.16M - $7.27M
216K $7.91M
Jul 08, 2022 Q2 2022
Apella Capital, LLC

BUY
 -
199K
New
$5.71M - $6.74M
199K $7.31M
Aug 15, 2022 Q2 2022
Family Management Corp

New York, NY
BUY
 -
191K
New
$5.48M - $6.47M
191K $7.02M
Aug 11, 2022 Q2 2022
Choreo, LLC

Minneapolis, MN
BUY
 -
188K
+ 19.91%
$5.4M - $6.38M
1.14M $41.7M
Aug 15, 2022 Q2 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
180K
+ 415.85%
$5.15M - $6.08M
223K $8.18M
Jul 11, 2022 Q2 2022
Cva Family Office, LLC

BUY
 -
177K
+ 204.4%
$5.07M - $5.99M
264K $9.67M
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
BUY
 -
174K
+ 16.45%
$4.99M - $5.9M
1.23M $45.3M
Aug 05, 2022 Q2 2022
M&T Bank Corp

BUY
 -
172K
New
$4.92M - $5.81M
172K $6.3M
Jul 22, 2022 Q2 2022
Savant Capital, LLC

BUY
 -
171K
+ 5.55%
$4.91M - $5.8M
3.26M $120M
Aug 04, 2022 Q2 2022
Northwestern Mutual Wealth Management CO

BUY
 -
142K
+ 705.6%
$4.08M - $4.82M
163K $5.97M
Aug 12, 2022 Q2 2022
Flow Traders U.S. LLC

New York, NY
BUY
 -
137K
+ 291.39%
$3.92M - $4.63M
184K $6.75M
Aug 11, 2022 Q2 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
134K
+ 423.35%
$3.84M - $4.54M
166K $6.08M
Aug 04, 2022 Q2 2022
Bedel Financial Consulting, Inc.

BUY
 -
130K
New
$3.72M - $4.39M
130K $4.76M
Aug 12, 2022 Q2 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
129K
+ 18.61%
$3.7M - $4.37M
822K $30.2M
Jul 29, 2022 Q2 2022
Merriman Wealth Management, LLC

BUY
 -
127K
+ 22.29%
$3.64M - $4.3M
698K $25.6M
Jul 27, 2022 Q2 2022
Fortress Wealth Management, Inc.

BUY
 -
127K
+ 287.18%
$3.64M - $4.29M
171K $6.28M
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
107K
+ 104.87%
$3.07M - $3.62M
209K $7.68M
Aug 11, 2022 Q2 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
106K
+ 132.3%
$3.02M - $3.57M
185K $6.8M
Jul 26, 2022 Q2 2022
Northwest Wealth Management, LLC

BUY
 -
103K
New
$2.94M - $3.47M
103K $3.77M
Aug 02, 2022 Q2 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
97.6K
+ 7.53%
$2.8M - $3.3M
1.39M $51.2M
Jul 22, 2022 Q2 2022
Spire Wealth Management

BUY
 -
96.8K
New
$2.77M - $3.28M
96.8K $3.55M
Aug 16, 2022 Q2 2022
Jane Street Group, LLC

New York, NY
BUY
 -
92.6K
+ 90.54%
$2.65M - $3.13M
195K $7.15M
Aug 02, 2022 Q2 2022
Avantax Advisory Services, Inc.

BUY
 -
88K
+ 34.95%
$2.52M - $2.98M
340K $12.5M
Aug 09, 2022 Q2 2022
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
83.7K
+ 22.45%
$2.4M - $2.83M
456K $16.8M
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
82.9K
+ 202.2%
$2.38M - $2.81M
124K $4.55M
Jul 20, 2022 Q2 2022
Financial Futures LTD Liability Co.

BUY
 -
75.8K
New
$2.17M - $2.56M
75.8K $2.78M
Jul 13, 2022 Q2 2022
Evanson Asset Management, LLC

BUY
 -
74.9K
+ 10.58%
$2.15M - $2.53M
783K $28.7M
Aug 01, 2022 Q2 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
72.6K
+ 177.2%
$2.08M - $2.46M
114K $4.17M
Aug 12, 2022 Q2 2022
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
72.4K
New
$2.08M - $2.45M
72.4K $2.66M
Jul 19, 2022 Q2 2022
Bell Rock Capital LLC

BUY
 -
70K
New
$2.01M - $2.37M
70K $2.57M
Jul 13, 2022 Q2 2022
Jentner Corp

BUY
 -
70K
New
$2.01M - $2.37M
70K $2.57M
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
68.3K
+ 75.25%
$1.96M - $2.31M
159K $5.84M
Aug 15, 2022 Q2 2022
Mariner, LLC

Overland Park, KS
BUY
 -
67.2K
+ 102.55%
$1.93M - $2.28M
133K $4.88M
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
66.6K
+ 70.76%
$1.91M - $2.26M
161K $5.9M

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