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 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
117+ 0.75% |
$3.68K - $3.95K
|
15.8K
$592K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
101+ 1.82% |
$3.18K - $3.41K
|
5.64K
$212K
|
|
|
Aug 03, 2023
Q2 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
100+ 0.1% |
$3.15K - $3.38K
|
100K
$3.75M
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
88+ 0.31% |
$2.77K - $2.97K
|
28.8K
$1.08M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
78+ 0.19% |
$2.45K - $2.63K
|
40.6K
$1.52M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
62+ 0.65% |
$1.95K - $2.09K
|
9.55K
$358K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
54+ 0.87% |
$1.7K - $1.82K
|
6.29K
$236K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
54+ 1.81% |
$1.7K - $1.82K
|
3.04K
$114K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
51+ 1.83% |
$1.6K - $1.72K
|
2.84K
$106K
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
45+ 0.07% |
$1.42K - $1.52K
|
60.8K
$2.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
44+ 1.83% |
$1.38K - $1.49K
|
2.45K
$91.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
40+ 1.34% |
$1.26K - $1.35K
|
3.02K
$113K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
40+ 1.83% |
$1.26K - $1.35K
|
2.22K
$83.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
40+ 1.7% |
$1.26K - $1.35K
|
2.4K
$89.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
26New |
$818 - $878
|
26
$975
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.02% |
$755 - $810
|
105K
$3.93M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
15+ 6.02% |
$472 - $507
|
264
$9.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4+ 0.05% |
$126 - $135
|
7.62K
$286K
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1+ 0.02% |
$31.5 - $33.8
|
6.34K
$238K
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1+ 0.0% |
$31.5 - $33.8
|
51.1K
$1.92M
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-6- 0.08% |
$189 - $203
|
7.29K
$273K
|
|
|
Jul 31, 2023
Q2 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-22- 0.05% |
$692 - $743
|
44.5K
$1.67M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-28- 0.19% |
$881 - $946
|
14.5K
$544K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-40- 0.21% |
$1.26K - $1.35K
|
19K
$713K
|
|
|
Jul 13, 2023
Q2 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-53- 0.08% |
$1.67K - $1.79K
|
69.7K
$2.61M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-65- 0.38% |
$2.04K - $2.2K
|
17.1K
$642K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-78- 0.43% |
$2.45K - $2.63K
|
17.9K
$672K
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-81- 0.06% |
$2.55K - $2.74K
|
146K
$5.47M
|
|
|
Jul 28, 2023
Q2 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-81- 0.39% |
$2.55K - $2.74K
|
20.9K
$783K
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-101- 1.54% |
$3.18K - $3.41K
|
6.44K
$242K
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-115- 0.97% |
$3.62K - $3.88K
|
11.7K
$440K
|
|
|
Jul 14, 2023
Q2 2023
|
Applied Capital LLC
|
SELL
|
- |
-147- 0.39% |
$4.62K - $4.96K
|
37.2K
$1.39M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-148- 2.33% |
$4.65K - $5K
|
6.21K
$233K
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-167- 0.5% |
$5.25K - $5.64K
|
33.2K
$1.24M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-172- 0.69% |
$5.41K - $5.81K
|
24.8K
$931K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-184- 0.15% |
$5.79K - $6.21K
|
125K
$4.69M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-185- 1.17% |
$5.82K - $6.25K
|
15.6K
$585K
|
|
|
Oct 15, 2024
Q2 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-222- 0.26% |
$6.98K - $7.5K
|
85.8K
$3.22M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-273- 0.52% |
$8.59K - $9.22K
|
51.9K
$1.95M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-305- 0.16% |
$9.59K - $10.3K
|
196K
$7.36M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-305- 0.16% |
$9.59K - $10.3K
|
196K
$7.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-306- 14.18% |
$9.62K - $10.3K
|
1.85K
$69.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-326- 17.36% |
$10.3K - $11K
|
1.55K
$58.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-377- 20.24% |
$11.9K - $12.7K
|
1.49K
$55.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-411- 15.47% |
$12.9K - $13.9K
|
2.25K
$84.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-412- 5.13% |
$13K - $13.9K
|
7.63K
$286K
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-421- 4.17% |
$13.2K - $14.2K
|
9.68K
$363K
|
|
|
Aug 09, 2023
Q2 2023
|
Rs Crum Inc.
|
SELL
|
- |
-440- 5.34% |
$13.8K - $14.9K
|
7.79K
$292K
|