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 08, 2022 Q2 2022
Wny Asset Management, LLC

Williamsville, NY
SELL
 -
-350
- 2.54%
$10K - $11.8K
13.5K $582K
May 05, 2025 Q2 2022
Partners In Financial Planning

Salem, VA
SELL
 -
-388
- 4.7%
$11.1K - $13.1K
7.87K $340K
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

SELL
 -
-453
- 0.12%
$13K - $15.3K
391K $16.9M
Jul 22, 2022 Q2 2022
Annapolis Financial Services, LLC

SELL
 -
-509
- 2.41%
$14.6K - $17.2K
20.6K $891K
Jul 22, 2022 Q2 2022
Capital Investment Advisory Services, LLC

SELL
 -
-575
- 6.8%
$16.5K - $19.5K
7.88K $341K
Jul 18, 2022 Q2 2022
Collective Family Office LLC

SELL
 -
-622
- 2.71%
$17.8K - $21K
22.3K $966K
Aug 16, 2022 Q2 2022
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-654
- 4.26%
$18.7K - $22.1K
14.7K $637K
Aug 01, 2022 Q2 2022
Parallel Advisors, LLC

SELL
 -
-670
- 40.9%
$19.2K - $22.7K
968 $41.9K
Aug 10, 2022 Q2 2022
Fund Evaluation Group, LLC

Cincinnati, OH
SELL
 -
-708
- 0.57%
$20.3K - $24K
123K $5.3M
Jul 15, 2022 Q2 2022
Acropolis Investment Management, LLC

SELL
 -
-725
- 14.44%
$20.8K - $24.5K
4.3K $186K
Aug 09, 2022 Q2 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-831
- 9.5%
$23.8K - $28.1K
7.92K $343K
Jul 20, 2022 Q2 2022
Lutz Financial Services LLC

SELL
 -
-904
- 2.96%
$25.9K - $30.6K
29.6K $1.28M
Jul 27, 2022 Q2 2022
Index Fund Advisors, Inc.

SELL
 -
-934
- 0.03%
$26.8K - $31.6K
3.62M $157M
Aug 11, 2022 Q2 2022
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-937
- 0.97%
$26.9K - $31.7K
95.3K $4.12M
Aug 15, 2022 Q2 2022
Cardiff Park Advisors, LLC

San Marcos, CA
SELL
 -
-951
- 0.36%
$27.3K - $32.2K
263K $11.4M
Aug 10, 2022 Q2 2022
Ubs Group Ag

SELL
 -
-997
- 3.79%
$28.6K - $33.7K
25.3K $1.1M
Aug 02, 2022 Q2 2022
Running Point Capital Advisors, LLC

SELL
 -
-1.18K
- 5.79%
$33.8K - $39.9K
19.2K $830K
Jul 22, 2022 Q2 2022
Hemington Wealth Management

SELL
 -
-1.35K
- 5.35%
$38.7K - $45.7K
23.9K $1.03M
Jul 26, 2022 Q2 2022
Capital Performance Advisors LLP

SELL
 -
-1.39K
- 0.25%
$39.9K - $47.1K
545K $23.6M
Aug 12, 2022 Q2 2022
Ifp Advisors, Inc

SELL
 -
-1.61K
Closed
$46.2K - $54.6K
0 $0
Jul 19, 2022 Q2 2022
Mai Capital Management

SELL
 -
-1.69K
- 5.01%
$48.4K - $57.1K
32K $1.38M
Aug 01, 2022 Q2 2022
Ifg Advisors, LLC

SELL
 -
-1.88K
- 9.81%
$53.7K - $63.5K
17.2K $746K
Jul 12, 2022 Q2 2022
Baldrige Asset Management LLC

SELL
 -
-1.89K
- 4.18%
$54.1K - $63.9K
43.3K $1.87M
Aug 09, 2022 Q2 2022
Quadrant Capital Group LLC

Cincinnati, OH
SELL
 -
-2.44K
Closed
$69.9K - $82.6K
0 $0
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
SELL
 -
-2.67K
- 3.21%
$76.4K - $90.2K
80.4K $3.48M
Oct 12, 2023 Q2 2022
Narus Financial Partners, LLC

Salt Lake City, UT
SELL
 -
-2.92K
- 29.03%
$83.5K - $98.6K
7.13K $308K
Aug 02, 2022 Q2 2022
Kovitz Investment Group Partners, LLC

SELL
 -
-3.26K
- 31.7%
$93.5K - $110K
7.03K $304K
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
SELL
 -
-3.27K
- 4.05%
$93.8K - $111K
77.5K $3.35M
Jul 12, 2022 Q2 2022
Pinnacle Bancorp, Inc.

SELL
 -
-3.44K
Closed
$98.6K - $116K
0 $0
May 31, 2023 Q2 2022
Abacus Wealth Partners, LLC

Santa Monica, CA
SELL
 -
-3.47K
- 4.53%
$99.3K - $117K
73K $3.16M
Aug 12, 2022 Q2 2022
First Western Trust Bank

Denver, CO
SELL
 -
-3.48K
- 11.12%
$99.8K - $118K
27.8K $1.2M
Aug 01, 2022 Q2 2022
Kraft Asset Management, LLC

SELL
 -
-3.58K
- 0.88%
$102K - $121K
404K $17.5M
Jul 18, 2022 Q2 2022
Carlson Capital Management

SELL
 -
-3.79K
- 0.56%
$109K - $128K
679K $29.4M
Aug 16, 2022 Q2 2022
M Financial Asset Management, Inc.

Portland, OR
SELL
 -
-4.06K
- 2.93%
$116K - $137K
134K $5.82M
Jul 28, 2022 Q2 2022
Andrews, Lucia Wealth Management LLC

SELL
 -
-5.72K
- 2.57%
$164K - $194K
217K $9.38M
Aug 03, 2022 Q2 2022
Advanced Research Investment Solutions, LLC

SELL
 -
-5.78K
Closed
$166K - $195K
0 $0
Jul 14, 2022 Q2 2022
Vista Wealth Management Group, LLC

SELL
 -
-5.8K
- 6.88%
$166K - $196K
78.5K $3.4M
Jul 11, 2022 Q2 2022
Leo Brokerage, LLC

SELL
 -
-5.9K
- 3.9%
$169K - $200K
146K $6.3M
Aug 05, 2022 Q2 2022
Bridgewater Advisors Inc.

SELL
 -
-6K
Closed
$172K - $203K
0 $0
Aug 11, 2022 Q2 2022
Meridian Investment Counsel Inc.

Lafayette, CA
SELL
 -
-6.01K
Closed
$172K - $203K
0 $0
Jul 08, 2022 Q2 2022
Pure Financial Advisors, LLC

SELL
 -
-6.02K
Closed
$173K - $204K
0 $0
Aug 04, 2022 Q2 2022
Walkner Condon Financial Advisors LLC

SELL
 -
-6.12K
Closed
$175K - $207K
0 $0
Aug 01, 2022 Q2 2022
1900 Wealth Management LLC

SELL
 -
-6.13K
- 2.76%
$176K - $207K
216K $9.34M
Jul 25, 2022 Q2 2022
Websterrogers Financial Advisors, LLC

SELL
 -
-6.16K
Closed
$177K - $209K
0 $0
Aug 02, 2022 Q2 2022
Heritage Investment Group, Inc.

SELL
 -
-6.2K
Closed
$178K - $210K
0 $0
Aug 08, 2022 Q2 2022
Vista Capital Partners, Inc.

SELL
 -
-6.3K
Closed
$180K - $213K
0 $0
Aug 02, 2022 Q2 2022
Sloy Dahl & Holst, LLC

SELL
 -
-6.33K
Closed
$181K - $214K
0 $0
Aug 23, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-6.35K
- 1.92%
$182K - $215K
325K $14M
Aug 12, 2022 Q2 2022
Intrua Financial, LLC

Houston, TX
SELL
 -
-6.37K
Closed
$183K - $215K
0 $0

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