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 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.6K+ 18.72% |
$50.2K - $53.9K
|
10.1K
$380K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.59K+ 1.46% |
$50K - $53.7K
|
110K
$4.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.56K+ 1.2% |
$49.2K - $52.8K
|
132K
$4.94M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.51K+ 3.81% |
$47.3K - $50.8K
|
41K
$1.54M
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.32K+ 1.03% |
$41.6K - $44.7K
|
130K
$4.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.17KNew |
$36.8K - $39.5K
|
1.17K
$43.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.03K+ 3.14% |
$32.5K - $34.9K
|
33.9K
$1.27M
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
999+ 0.25% |
$31.4K - $33.7K
|
398K
$14.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
939+ 0.55% |
$29.5K - $31.7K
|
172K
$6.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
888+ 0.72% |
$27.9K - $30K
|
124K
$4.64M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
884New |
$27.8K - $29.9K
|
884
$33.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
733+ 6.66% |
$23.1K - $24.8K
|
11.7K
$440K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
679New |
$21.4K - $22.9K
|
679
$25.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
664New |
$20.9K - $22.4K
|
664
$24.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
598+ 3.75% |
$18.8K - $20.2K
|
16.6K
$621K
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
584+ 4.71% |
$18.4K - $19.7K
|
13K
$486K
|
|
|
Aug 02, 2023
Q2 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
562+ 1.05% |
$17.7K - $19K
|
53.8K
$2.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Schubert & CO
|
BUY
|
- |
542+ 0.88% |
$17K - $18.3K
|
62.1K
$2.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
500+ 5.44% |
$15.7K - $16.9K
|
9.7K
$364K
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
500+ 1.29% |
$15.7K - $16.9K
|
39.4K
$1.48M
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
465+ 1.26% |
$14.6K - $15.7K
|
37.5K
$1.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
459+ 5.17% |
$14.4K - $15.5K
|
9.33K
$350K
|
|
|
Jul 25, 2023
Q2 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
458+ 0.98% |
$14.4K - $15.5K
|
47K
$1.76M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
447+ 4.02% |
$14.1K - $15.1K
|
11.6K
$434K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
445+ 6.1% |
$14K - $15K
|
7.74K
$290K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
409+ 0.77% |
$12.9K - $13.8K
|
53.3K
$2M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
BUY
|
- |
377+ 0.88% |
$11.9K - $12.7K
|
43.3K
$1.62M
|
|
|
Sep 05, 2023
Q2 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
368+ 0.13% |
$11.6K - $12.4K
|
275K
$10.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
360+ 1.83% |
$11.3K - $12.2K
|
20.1K
$753K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
353+ 0.48% |
$11.1K - $11.9K
|
74.5K
$2.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
346+ 1.79% |
$10.9K - $11.7K
|
19.6K
$736K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
341+ 5.35% |
$10.7K - $11.5K
|
6.71K
$252K
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
337+ 1.53% |
$10.6K - $11.4K
|
22.4K
$840K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
335+ 1.4% |
$10.5K - $11.3K
|
24.3K
$913K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
326+ 0.46% |
$10.3K - $11K
|
71.3K
$2.67M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
309New |
$9.72K - $10.4K
|
309
$11.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
BUY
|
- |
280+ 1.61% |
$8.81K - $9.46K
|
17.7K
$664K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
276+ 1.73% |
$8.68K - $9.32K
|
16.2K
$607K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
226+ 0.83% |
$7.11K - $7.63K
|
27.4K
$1.03M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
224+ 0.4% |
$7.04K - $7.56K
|
55.9K
$2.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
203+ 0.2% |
$6.38K - $6.86K
|
104K
$3.91M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
188+ 1.82% |
$5.91K - $6.35K
|
10.5K
$394K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
176+ 1.56% |
$5.54K - $5.94K
|
11.4K
$429K
|
|
|
Jul 14, 2023
Q2 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
155+ 0.16% |
$4.87K - $5.23K
|
97.8K
$3.66M
|
|
|
Aug 04, 2023
Q2 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
155+ 1.57% |
$4.87K - $5.23K
|
10K
$377K
|
|
|
Jul 27, 2023
Q2 2023
|
Exeter Financial, LLC
|
BUY
|
- |
154+ 1.82% |
$4.84K - $5.2K
|
8.63K
$323K
|
|
|
Jul 17, 2023
Q2 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
143+ 1.73% |
$4.5K - $4.83K
|
8.4K
$315K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
142+ 1.73% |
$4.47K - $4.8K
|
8.34K
$313K
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
127+ 1.71% |
$3.99K - $4.29K
|
7.57K
$284K
|
|
|
Jul 17, 2023
Q2 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
127+ 1.82% |
$3.99K - $4.29K
|
7.09K
$266K
|