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 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
64.4K
+ 68.06%
$1.85M - $2.18M
159K $5.65M
Aug 01, 2022 Q2 2022
Armbruster Capital Management, Inc.

BUY
 -
59.8K
+ 490.37%
$1.71M - $2.02M
72K $2.56M
Jul 22, 2022 Q2 2022
Phillips Financial Management, LLC

BUY
 -
55.1K
+ 65.44%
$1.58M - $1.86M
139K $4.94M
Oct 16, 2023 Q2 2022
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
53.2K
+ 7.13%
$1.52M - $1.8M
799K $28.4M
Aug 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
49.7K
+ 1.63%
$1.43M - $1.68M
3.11M $110M
Aug 01, 2022 Q2 2022
Total Wealth Planning, LLC

BUY
 -
47K
New
$1.35M - $1.59M
47K $1.67M
Aug 12, 2022 Q2 2022
Hap Trading, LLC

New York, NY
BUY
 -
46.4K
New
$1.33M - $1.57M
46.4K $1.65M
Jul 12, 2022 Q2 2022
Global Trust Asset Management, LLC

BUY
 -
43.3K
+ 442.0%
$1.24M - $1.47M
53.1K $1.89M
Jul 28, 2022 Q2 2022
Sanford Advisory Services, LLC

BUY
 -
43.2K
New
$1.24M - $1.46M
43.2K $1.53M
Aug 15, 2022 Q2 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
42K
+ 37.41%
$1.2M - $1.42M
154K $5.48M
Aug 15, 2022 Q2 2022
Mbb Public Markets I LLC

Chicago, IL
BUY
 -
38.8K
+ 5.8%
$1.11M - $1.31M
708K $25.2M
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

BUY
 -
36.9K
+ 27.14%
$1.06M - $1.25M
173K $6.14M
Jul 28, 2022 Q2 2022
Bayshore Asset Management, LLC

BUY
 -
36.3K
+ 6.98%
$1.04M - $1.23M
557K $19.8M
Apr 04, 2024 Q2 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
35.5K
New
$1.02M - $1.2M
35.5K $1.26M
Aug 03, 2022 Q2 2022
Ae Wealth Management LLC

BUY
 -
35.3K
New
$1.01M - $1.19M
35.3K $1.25M
Aug 11, 2022 Q2 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
34.8K
+ 48.07%
$998K - $1.18M
107K $3.81M
Aug 09, 2022 Q2 2022
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
31.9K
+ 56.05%
$913K - $1.08M
88.7K $3.15M
Aug 09, 2022 Q2 2022
Keb Asset Management, LLC

Springfield, IL
BUY
 -
31.5K
+ 4.71%
$902K - $1.06M
699K $24.8M
Aug 09, 2022 Q2 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
30.5K
+ 24.58%
$874K - $1.03M
155K $5.49M
Jul 11, 2022 Q2 2022
Symmetry Partners, LLC

BUY
 -
30.3K
+ 9.87%
$868K - $1.02M
337K $12M
Jul 25, 2022 Q2 2022
Maryland Capital Advisors Inc.

BUY
 -
29.4K
+ 117.08%
$843K - $995K
54.5K $1.94M
Aug 03, 2022 Q2 2022
Tortoise Investment Management, LLC

BUY
 -
28.7K
+ 206.63%
$821K - $970K
42.5K $1.51M
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
25.3K
+ 206.92%
$726K - $857K
37.6K $1.33M
Jul 28, 2022 Q2 2022
Equius Partners, Inc.

BUY
 -
24.6K
+ 1.22%
$705K - $833K
2.04M $72.6M
Jul 14, 2022 Q2 2022
Marcum Wealth, LLC

BUY
 -
23.7K
New
$678K - $801K
23.7K $840K
Jul 19, 2022 Q2 2022
Level Financial Advisors, Inc.

BUY
 -
22.8K
New
$655K - $773K
22.8K $812K
Aug 16, 2022 Q2 2022
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
22.8K
+ 3.34%
$652K - $770K
704K $25M
Aug 15, 2022 Q2 2022
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
22K
New
$631K - $745K
22K $782K
Jul 13, 2022 Q2 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
21.7K
+ 18.88%
$623K - $735K
137K $4.86M
Jul 14, 2022 Q2 2022
Zhang Financial LLC

BUY
 -
19.3K
New
$554K - $655K
19.3K $687K
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
19.1K
+ 6.11%
$546K - $645K
331K $11.8M
Aug 12, 2022 Q2 2022
Cowa, LLC

Tulsa, OK
BUY
 -
18.8K
+ 29.59%
$538K - $635K
82.2K $2.92M
Jul 13, 2022 Q2 2022
Relaxing Retirement Coach

BUY
 -
18.2K
+ 305.64%
$522K - $616K
24.2K $858K
Aug 02, 2022 Q2 2022
American Investment Services, Inc.

BUY
 -
17.6K
+ 69.69%
$505K - $596K
42.9K $1.52M
Aug 08, 2022 Q2 2022
Quent Capital, LLC

BUY
 -
17.4K
+ 26.09%
$499K - $589K
84.1K $2.99M
Jul 27, 2022 Q2 2022
Dynamic Advisor Solutions LLC

BUY
 -
17.4K
New
$498K - $588K
17.4K $617K
Aug 02, 2022 Q2 2022
Belpointe Asset Management LLC

BUY
 -
16.7K
New
$478K - $565K
16.7K $593K
Jul 27, 2022 Q2 2022
Sterling Financial Planning, Inc.

BUY
 -
16.3K
New
$467K - $551K
16.3K $578K
Aug 17, 2022 Q2 2022
Cordant, Inc.

Portland, OR
BUY
 -
15.9K
+ 24.06%
$456K - $538K
82.1K $2.91M
Jul 29, 2022 Q2 2022
Ironwood Financial, LLC

BUY
 -
15.9K
New
$456K - $538K
15.9K $565K
Aug 11, 2022 Q2 2022
Bluestein R H & CO LLC

Birmingham, MI
BUY
 -
15K
+ 129.76%
$430K - $508K
26.6K $945K
Aug 16, 2022 Q2 2022
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
14.8K
New
$423K - $500K
14.8K $524K
Aug 12, 2022 Q2 2022
Silicon Hills Wealth Management, LLC

Austin, TX
BUY
 -
14.4K
New
$414K - $488K
14.4K $513K
Jul 18, 2022 Q2 2022
Wealthpoint, LLC

BUY
 -
14.4K
New
$412K - $487K
14.4K $511K
Jul 20, 2022 Q2 2022
Safeguard Investment Advisory Group, LLC

BUY
 -
14.3K
New
$411K - $485K
14.3K $509K
Jul 19, 2022 Q2 2022
Stone Point Wealth LLC

BUY
 -
13.8K
+ 30.21%
$396K - $467K
59.5K $2.11M
Aug 09, 2022 Q2 2022
Balasa Dinverno & Foltz LLC

Itasca, IL
BUY
 -
13K
+ 1.02%
$371K - $438K
1.28M $45.4M
Jul 19, 2022 Q2 2022
Tarbox Family Office, Inc.

BUY
 -
12.9K
New
$371K - $438K
12.9K $460K
Aug 15, 2022 Q2 2022
Jt Stratford LLC

Gainesville, GA
BUY
 -
12.8K
New
$366K - $433K
12.8K $454K

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