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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
36.2K+ 9.44% |
$1.14M - $1.22M
|
419K
$15.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
35.1K+ 4.25% |
$1.1M - $1.18M
|
860K
$32.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
33.6KNew |
$1.06M - $1.13M
|
33.6K
$1.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
31.7K+ 1.19% |
$996K - $1.07M
|
2.7M
$101M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
31KNew |
$976K - $1.05M
|
31K
$1.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
31K+ 7.64% |
$974K - $1.05M
|
436K
$16.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
30.6K+ 14.44% |
$963K - $1.03M
|
243K
$9.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
29.7K+ 6.37% |
$935K - $1M
|
496K
$18.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Vera Bank, N.A.
|
BUY
|
- |
28.3K+ 17.72% |
$891K - $956K
|
188K
$7.05M
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
26.4K+ 31.43% |
$830K - $891K
|
110K
$4.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.2K+ 59.17% |
$824K - $884K
|
70.4K
$2.64M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
25.4K+ 10.37% |
$800K - $859K
|
271K
$10.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
25.4K+ 1.35% |
$799K - $858K
|
1.9M
$71.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
24.5K+ 347.44% |
$770K - $826K
|
31.5K
$1.18M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
24K+ 78.43% |
$754K - $810K
|
54.6K
$2.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.5K+ 24.91% |
$709K - $761K
|
113K
$4.24M
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
22.3K+ 7.25% |
$702K - $754K
|
330K
$12.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
21K+ 29.19% |
$661K - $710K
|
93K
$3.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
19K+ 11.32% |
$598K - $642K
|
187K
$7.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
18.6K+ 7.19% |
$583K - $627K
|
276K
$10.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
18.2K+ 2.5% |
$573K - $615K
|
747K
$28M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
17.4KNew |
$548K - $588K
|
17.4K
$653K
|
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
17.1K+ 14.02% |
$537K - $577K
|
139K
$5.21M
|
|
|
Sep 26, 2023
Q2 2023
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
16.7K+ 12.2% |
$524K - $562K
|
153K
$5.74M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.9K+ 4.37% |
$499K - $536K
|
379K
$14.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
14.5K+ 8.76% |
$457K - $491K
|
181K
$6.77M
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
14.2K+ 12.7% |
$447K - $480K
|
126K
$4.73M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.9KNew |
$436K - $468K
|
13.9K
$519K
|
|
|
Aug 10, 2023
Q2 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
13.6K+ 2.54% |
$428K - $459K
|
550K
$20.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
12.8K+ 76.73% |
$403K - $433K
|
29.5K
$1.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
12.4K+ 1.13% |
$390K - $419K
|
1.11M
$41.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
11.9K+ 0.7% |
$373K - $400K
|
1.7M
$63.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
11.6K+ 23.87% |
$366K - $393K
|
60.4K
$2.26M
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
11.5K+ 13.14% |
$361K - $387K
|
98.8K
$3.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
11.4K+ 11.23% |
$358K - $385K
|
113K
$4.23M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
11.3K+ 10.25% |
$355K - $381K
|
121K
$4.55M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
11.3K+ 2.08% |
$354K - $381K
|
552K
$20.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
10.9K+ 5.19% |
$342K - $368K
|
221K
$8.27M
|
|
|
Jul 19, 2023
Q2 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
10.5K+ 6.61% |
$331K - $355K
|
170K
$6.36M
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
10.5K+ 10.23% |
$329K - $353K
|
113K
$4.23M
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
9.66K+ 1.1% |
$304K - $326K
|
885K
$33.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
9.26KNew |
$291K - $313K
|
9.26K
$347K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.15K+ 3.93% |
$288K - $309K
|
242K
$9.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
9.11K+ 1.13% |
$286K - $308K
|
813K
$30.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
8.92K+ 12.35% |
$280K - $301K
|
81.1K
$3.04M
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
8.8K+ 8.48% |
$277K - $297K
|
113K
$4.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
8.62K+ 2.59% |
$271K - $291K
|
342K
$12.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.47K+ 22.21% |
$266K - $286K
|
46.6K
$1.75M
|
|
|
Jan 28, 2025
Q2 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
8.44KNew |
$266K - $285K
|
8.44K
$317K
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
8.41K+ 0.23% |
$264K - $284K
|
3.65M
$137M
|