Purchases and Sales Made in Q2 2022 in Dimensional ETF Tr (DFIV)
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
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
852+ 2.47% |
$24.4K - $28.8K
|
35.3K
$1.25M
|
|
|
Jul 20, 2022
Q2 2022
|
Applied Capital LLC
|
BUY
|
- |
833+ 2.08% |
$23.9K - $28.2K
|
40.8K
$1.45M
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
820+ 2.77% |
$23.5K - $27.7K
|
30.4K
$1.08M
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
758+ 1.39% |
$21.7K - $25.7K
|
55.3K
$1.96M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
700New |
$20.1K - $23.7K
|
700
$24.8K
|
|
|
Jul 27, 2022
Q2 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
578+ 6.86% |
$16.6K - $19.6K
|
9K
$319K
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
575New |
$16.5K - $19.5K
|
575
$20.4K
|
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
565+ 0.76% |
$16.2K - $19.1K
|
74.4K
$2.64M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
442+ 0.27% |
$12.7K - $15K
|
165K
$5.84M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
411New |
$11.8K - $13.9K
|
411
$14.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
343+ 0.17% |
$9.83K - $11.6K
|
202K
$7.16M
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
334New |
$9.57K - $11.3K
|
334
$11.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
329+ 2.15% |
$9.43K - $11.1K
|
15.6K
$555K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
302+ 0.31% |
$8.66K - $10.2K
|
97.7K
$3.47M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
279New |
$8K - $9.44K
|
279
$9.9K
|
|
|
Jul 18, 2022
Q2 2022
|
Shearwater Capital LLC
|
BUY
|
- |
276+ 0.07% |
$7.91K - $9.34K
|
387K
$13.7M
|
|
|
Jul 26, 2022
Q2 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
251+ 1.77% |
$7.19K - $8.49K
|
14.5K
$513K
|
|
|
Jul 27, 2022
Q2 2022
|
Rs Crum Inc.
|
BUY
|
- |
250+ 3.13% |
$7.17K - $8.46K
|
8.23K
$292K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
247+ 2.26% |
$7.08K - $8.36K
|
11.2K
$397K
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
224New |
$6.42K - $7.58K
|
224
$7.95K
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
223+ 2.25% |
$6.39K - $7.55K
|
10.1K
$359K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
200New |
$5.73K - $6.77K
|
200
$7.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Exeter Financial, LLC
|
BUY
|
- |
183+ 2.25% |
$5.24K - $6.19K
|
8.31K
$295K
|
|
|
Jul 08, 2022
Q2 2022
|
Baker Boyer National Bank
|
BUY
|
- |
176+ 0.06% |
$5.04K - $5.96K
|
297K
$10.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
162+ 1.71% |
$4.64K - $5.48K
|
9.63K
$342K
|
|
|
Aug 09, 2022
Q2 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
160+ 2.26% |
$4.59K - $5.41K
|
7.26K
$257K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
148+ 1.3% |
$4.24K - $5.01K
|
11.5K
$408K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
120+ 2.26% |
$3.44K - $4.06K
|
5.44K
$193K
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
114+ 0.38% |
$3.27K - $3.86K
|
30.2K
$1.07M
|
|
|
Jul 05, 2022
Q2 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
106+ 0.3% |
$3.04K - $3.59K
|
35.2K
$1.25M
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
76+ 0.46% |
$2.18K - $2.57K
|
16.8K
$595K
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
65+ 2.27% |
$1.86K - $2.2K
|
2.93K
$104K
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
BUY
|
- |
45+ 0.06% |
$1.29K - $1.52K
|
81.6K
$2.9M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
43New |
$1.23K - $1.46K
|
43
$1.53K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
19+ 0.21% |
$545 - $643
|
8.9K
$316K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
19New |
$545 - $643
|
19
$674
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14+ 2.5% |
$401 - $474
|
573
$20.3K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2+ 2.41% |
$57.3 - $67.7
|
85
$3.02K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2+ 0.35% |
$57.3 - $67.7
|
569
$20.2K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3- 0.21% |
$86 - $102
|
1.43K
$50.9K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-26- 0.05% |
$745 - $880
|
51.8K
$1.84M
|
|
|
Jul 11, 2022
Q2 2022
|
Austin Asset Management CO Inc
|
SELL
|
- |
-98- 0.09% |
$2.81K - $3.32K
|
111K
$3.95M
|
|
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
SELL
|
- |
-139- 2.69% |
$3.98K - $4.7K
|
5.03K
$178K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-145- 1.76% |
$4.16K - $4.91K
|
8.09K
$287K
|
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-160- 0.85% |
$4.59K - $5.41K
|
18.6K
$661K
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-168- 4.64% |
$4.81K - $5.69K
|
3.45K
$123K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-170- 1.74% |
$4.87K - $5.75K
|
9.6K
$341K
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-172- 0.25% |
$4.93K - $5.82K
|
67.7K
$2.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-177- 3.69% |
$5.07K - $5.99K
|
4.62K
$164K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-195- 0.43% |
$5.59K - $6.6K
|
45.2K
$1.6M
|