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
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-6.44KClosed |
$185K - $218K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.68KClosed |
$191K - $226K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-6.77KClosed |
$194K - $229K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-6.84KClosed |
$196K - $231K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.96KClosed |
$199K - $235K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-7.59K- 12.58% |
$218K - $257K
|
52.7K
$2.28M
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-7.65K- 2.95% |
$219K - $259K
|
252K
$10.9M
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-7.7KClosed |
$221K - $260K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-7.87K- 31.45% |
$225K - $266K
|
17.1K
$742K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-8.66K- 11.67% |
$248K - $293K
|
65.6K
$2.84M
|
|
|
Jul 11, 2022
Q2 2022
|
Resource Consulting Group Inc
|
SELL
|
- |
-9.35K- 0.42% |
$268K - $316K
|
2.22M
$95.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-10.9K- 2.51% |
$311K - $367K
|
421K
$18.2M
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-11.2K- 0.58% |
$322K - $380K
|
1.93M
$83.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.4KClosed |
$327K - $386K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-11.7K- 0.78% |
$336K - $397K
|
1.49M
$64.7M
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-12.2K- 1.45% |
$349K - $412K
|
827K
$35.8M
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-12.3KClosed |
$353K - $417K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-13.4K- 17.03% |
$383K - $452K
|
65K
$2.81M
|
|
|
Jul 08, 2022
Q2 2022
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-18.1K- 7.32% |
$518K - $611K
|
229K
$9.89M
|
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-21.6K- 29.85% |
$619K - $731K
|
50.8K
$2.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-26K- 51.23% |
$744K - $878K
|
24.7K
$1.07M
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-29.4KClosed |
$842K - $994K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-32.3K- 3.7% |
$927K - $1.09M
|
842K
$36.4M
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-38.5KClosed |
$1.1M - $1.3M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-41.8K- 62.3% |
$1.2M - $1.41M
|
25.3K
$1.09M
|
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
SELL
|
- |
-49.7K- 2.55% |
$1.42M - $1.68M
|
1.9M
$82M
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
SELL
|
- |
-50.9K- 2.16% |
$1.46M - $1.72M
|
2.31M
$99.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-54.1KClosed |
$1.55M - $1.83M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Awm Capital, LLC
|
SELL
|
- |
-60.9K- 33.91% |
$1.75M - $2.06M
|
119K
$5.14M
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-92.6KClosed |
$2.65M - $3.13M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-131KClosed |
$3.76M - $4.44M
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-169K- 10.91% |
$4.84M - $5.72M
|
1.38M
$59.7M
|
|
|
Aug 02, 2022
Q2 2022
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-271K- 16.89% |
$7.76M - $9.16M
|
1.33M
$57.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-291K- 53.42% |
$8.35M - $9.86M
|
254K
$11M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-360K- 60.6% |
$10.3M - $12.2M
|
234K
$10.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-391KClosed |
$11.2M - $13.2M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-678K- 51.79% |
$19.4M - $23M
|
631K
$27.3M
|