Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr (DFIV)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV) during Q2 2023. 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 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.18M+ 711.74% |
$257M - $276M
|
9.33M
$343M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.28M+ 42.01% |
$71.7M - $77M
|
7.71M
$283M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.26M+ 38.86% |
$71M - $76.2M
|
8.07M
$296M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.44M+ 220.74% |
$45.3M - $48.7M
|
2.09M
$76.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.09M+ 277.34% |
$34.3M - $36.8M
|
1.48M
$54.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
879KNew |
$27.6M - $29.7M
|
879K
$32.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
786KNew |
$24.7M - $26.5M
|
786K
$28.8M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
770K+ 2742.29% |
$24.2M - $26M
|
798K
$29.3M
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
695KNew |
$21.8M - $23.5M
|
695K
$25.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
519K+ 11.63% |
$16.3M - $17.5M
|
4.98M
$183M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
460K+ 4.24% |
$14.5M - $15.5M
|
11.3M
$415M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
411K+ 40.17% |
$12.9M - $13.9M
|
1.44M
$52.7M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
388KNew |
$12.2M - $13.1M
|
388K
$14.2M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
388KNew |
$12.2M - $13.1M
|
388K
$14.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
300K+ 1648.67% |
$9.44M - $10.1M
|
318K
$11.7M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
229K+ 50.11% |
$7.21M - $7.74M
|
687K
$25.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
198K+ 57.15% |
$6.24M - $6.7M
|
545K
$20M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
197KNew |
$6.19M - $6.64M
|
197K
$7.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
174K+ 35551.84% |
$5.48M - $5.88M
|
175K
$6.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
168K+ 23.44% |
$5.3M - $5.69M
|
887K
$32.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
164K+ 105.92% |
$5.16M - $5.54M
|
319K
$11.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
163K+ 87.88% |
$5.14M - $5.52M
|
349K
$12.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
143K+ 4.46% |
$4.49M - $4.83M
|
3.34M
$123M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
136K+ 9.27% |
$4.28M - $4.59M
|
1.6M
$58.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
132KNew |
$4.15M - $4.45M
|
132K
$4.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
129K+ 27.86% |
$4.07M - $4.37M
|
593K
$21.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
120K+ 49.6% |
$3.79M - $4.06M
|
363K
$13.3M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
113K+ 25.49% |
$3.54M - $3.8M
|
554K
$20.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
87KNew |
$2.74M - $2.94M
|
87K
$3.19M
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
81.4K+ 19.3% |
$2.56M - $2.75M
|
504K
$18.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
81.1K+ 71.51% |
$2.55M - $2.74M
|
194K
$7.14M
|
|
|
Jul 14, 2023
Q2 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
73K+ 3.26% |
$2.3M - $2.47M
|
2.31M
$85M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
72.7K+ 16.87% |
$2.28M - $2.45M
|
503K
$18.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
70.3KNew |
$2.21M - $2.37M
|
70.3K
$2.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
65.5K+ 25.35% |
$2.06M - $2.21M
|
324K
$11.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57.5K+ 6.78% |
$1.81M - $1.94M
|
905K
$33.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
56.6KNew |
$1.78M - $1.91M
|
56.6K
$2.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
56.3K+ 16.92% |
$1.77M - $1.9M
|
389K
$14.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
55.5K+ 5.76% |
$1.75M - $1.88M
|
1.02M
$37.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
51.7K+ 2.06% |
$1.63M - $1.75M
|
2.56M
$94.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
48.9K+ 32.55% |
$1.54M - $1.65M
|
199K
$7.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
48.4KNew |
$1.52M - $1.63M
|
48.4K
$1.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
46.4KNew |
$1.46M - $1.57M
|
46.4K
$1.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
45.7KNew |
$1.44M - $1.54M
|
45.7K
$1.68M
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
45.2K+ 31.6% |
$1.42M - $1.52M
|
188K
$6.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
39.1K+ 11.62% |
$1.23M - $1.32M
|
376K
$13.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
38.7K+ 2.41% |
$1.22M - $1.31M
|
1.65M
$60.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
37.7K+ 12.66% |
$1.19M - $1.27M
|
336K
$12.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
BUY
|
- |
37.1K+ 344.4% |
$1.17M - $1.25M
|
47.9K
$1.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
36.2K+ 11.37% |
$1.14M - $1.22M
|
355K
$13M
|