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
Jul 13, 2022 Q2 2022
Private Advisor Group, LLC

BUY
 -
12.4K
+ 78.54%
$356K - $421K
28.3K $1M
Jul 19, 2022 Q2 2022
Tci Wealth Advisors, Inc.

BUY
 -
12.3K
+ 1.14%
$354K - $417K
1.1M $38.9M
Aug 01, 2022 Q2 2022
Schubert & CO

BUY
 -
12.3K
+ 32.85%
$352K - $415K
49.7K $1.76M
Jul 25, 2022 Q2 2022
Mattern Wealth Management LLC

BUY
 -
12.1K
+ 14.12%
$347K - $410K
97.9K $3.48M
Aug 08, 2022 Q2 2022
Integrated Wealth Concepts LLC

BUY
 -
11.9K
New
$342K - $404K
11.9K $424K
Jul 25, 2022 Q2 2022
Ml & R Wealth Management LLC

BUY
 -
11.5K
+ 1.72%
$328K - $388K
678K $24.1M
Aug 11, 2022 Q2 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
11.3K
+ 5.77%
$325K - $384K
208K $7.38M
Aug 08, 2022 Q2 2022
Intelligent Financial Strategies

Excelsior, MN
BUY
 -
11.2K
New
$322K - $380K
11.2K $399K
Aug 15, 2022 Q2 2022
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
11K
New
$316K - $373K
11K $392K
Aug 10, 2022 Q2 2022
Nwam LLC

Mercer Island, WA
BUY
 -
10.4K
New
$297K - $351K
10.4K $368K
Jul 14, 2022 Q2 2022
Rb Capital Management, LLC

BUY
 -
9.51K
New
$272K - $322K
9.51K $338K
Aug 05, 2022 Q2 2022
Disciplined Equity Management, Inc.

BUY
 -
9.13K
+ 2.7%
$262K - $309K
348K $12.4M
Jul 13, 2022 Q2 2022
Clarus Wealth Advisors

BUY
 -
8.61K
New
$247K - $291K
8.61K $306K
Aug 03, 2022 Q2 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
8.28K
New
$237K - $280K
8.28K $294K
Aug 30, 2022 Q2 2022
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
8.11K
New
$232K - $275K
8.11K $288K
Aug 08, 2022 Q2 2022
Curi Wealth Management, LLC

BUY
 -
8.05K
New
$231K - $272K
8.05K $286K
Jul 28, 2022 Q2 2022
Cwm, LLC

BUY
 -
6.99K
New
$200K - $237K
6.99K $248K
Jul 28, 2022 Q2 2022
Claris Advisors, LLC

BUY
 -
6.57K
+ 2.05%
$188K - $222K
327K $11.6M
Aug 01, 2022 Q2 2022
Castle Wealth Management LLC

BUY
 -
6.49K
New
$186K - $220K
6.49K $231K
Jul 15, 2022 Q2 2022
Investmark Advisory Group LLC

BUY
 -
6.32K
+ 18.21%
$181K - $214K
41K $1.46M
Jul 15, 2022 Q2 2022
Five Oceans Advisors

BUY
 -
5.98K
+ 39.91%
$171K - $202K
21K $745K
Aug 03, 2022 Q2 2022
Envestnet Asset Management Inc

BUY
 -
5.88K
+ 0.15%
$169K - $199K
3.83M $136M
Aug 09, 2022 Q2 2022
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
4.37K
+ 7.98%
$125K - $148K
59.1K $2.1M
Aug 11, 2022 Q2 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
4.23K
+ 2.57%
$121K - $143K
169K $6M
Aug 01, 2022 Q2 2022
Dopkins Wealth Management, LLC

BUY
 -
4.14K
+ 1.23%
$119K - $140K
340K $12.1M
Aug 11, 2022 Q2 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
3.85K
+ 6.91%
$110K - $130K
59.7K $2.12M
Aug 04, 2022 Q2 2022
Addison Advisors LLC

BUY
 -
3.75K
New
$107K - $127K
3.75K $133K
Aug 11, 2022 Q2 2022
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
3.57K
New
$102K - $121K
3.57K $127K
Jul 27, 2022 Q2 2022
Advisory Services & Investments, LLC

BUY
 -
3.34K
+ 14.96%
$95.6K - $113K
25.6K $911K
Jul 22, 2022 Q2 2022
Sequoia Financial Advisors, LLC

BUY
 -
3.05K
+ 0.65%
$87.4K - $103K
470K $16.7M
Aug 15, 2022 Q2 2022
G2 Capital Management, LLC

Columbus, OH
BUY
 -
2.99K
+ 2.56%
$85.8K - $101K
120K $4.25M
Aug 11, 2022 Q2 2022
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
2.9K
New
$83.1K - $98.1K
2.9K $103K
Aug 15, 2022 Q2 2022
Zacks Investment Management

Chicago, IL
BUY
 -
2.64K
+ 42.16%
$75.6K - $89.2K
8.89K $316K
Aug 15, 2022 Q2 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
2.46K
+ 8.24%
$70.4K - $83.1K
32.3K $1.15M
Aug 12, 2022 Q2 2022
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
2.37K
New
$67.9K - $80.1K
2.37K $84.1K
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
BUY
 -
2.22K
+ 13.84%
$63.6K - $75.1K
18.3K $649K
Sep 21, 2022 Q2 2022
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
2.14K
New
$61.4K - $72.6K
2.14K $76.2K
Aug 10, 2022 Q2 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
2.04K
+ 3.77%
$58.4K - $68.9K
56K $1.99M
Jul 08, 2022 Q2 2022
Covington Capital Management

BUY
 -
1.88K
+ 39.31%
$53.7K - $63.5K
6.65K $236K
Aug 04, 2022 Q2 2022
Brighton Jones LLC

BUY
 -
1.8K
+ 1.79%
$51.6K - $60.9K
102K $3.63M
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
1.61K
+ 11.4%
$46.3K - $54.6K
15.8K $560K
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
1.61K
+ 11.4%
$46.3K - $54.6K
15.8K $560K
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
1.61K
New
$46.2K - $54.6K
1.61K $57.3K
Jul 28, 2022 Q2 2022
Wescott Financial Advisory Group, LLC

BUY
 -
1.34K
+ 0.38%
$38.4K - $45.4K
354K $12.6M
Aug 04, 2022 Q2 2022
Larson Financial Group LLC

BUY
 -
1.34K
+ 0.75%
$38.4K - $45.4K
180K $6.39M
Jul 07, 2022 Q2 2022
Advisor Net Financial, Inc

BUY
 -
1.32K
+ 1.83%
$37.8K - $44.6K
73.2K $2.6M
Aug 02, 2022 Q2 2022
Lincoln National Corp

BUY
 -
1.29K
+ 16.21%
$37.1K - $43.8K
9.27K $329K
Jul 11, 2022 Q2 2022
Soundmark Wealth Management, LLC

BUY
 -
1.2K
+ 1.6%
$34.4K - $40.6K
76.1K $2.7M
Aug 04, 2022 Q2 2022
Chicago Partners Investment Group LLC

BUY
 -
951
+ 6.13%
$27.3K - $32.2K
16.5K $585K

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