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 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-463- 0.64% |
$14.6K - $15.6K
|
71.7K
$2.69M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-489- 0.93% |
$15.4K - $16.5K
|
52.1K
$1.95M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-527- 6.14% |
$16.6K - $17.8K
|
8.06K
$302K
|
|
|
Aug 08, 2023
Q2 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-529- 0.46% |
$16.6K - $17.9K
|
115K
$4.32M
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-571- 1.64% |
$18K - $19.3K
|
34.2K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-615- 45.49% |
$19.3K - $20.8K
|
737
$27.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-638- 0.08% |
$20.1K - $21.5K
|
763K
$28.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-660- 0.81% |
$20.8K - $22.3K
|
80.7K
$3.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-683- 1.74% |
$21.5K - $23.1K
|
38.6K
$1.45M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-773- 0.35% |
$24.3K - $26.1K
|
222K
$8.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-851- 0.65% |
$26.8K - $28.7K
|
131K
$4.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-895- 0.25% |
$28.1K - $30.2K
|
352K
$13.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-913- 3.63% |
$28.7K - $30.8K
|
24.3K
$910K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-924- 10.11% |
$29.1K - $31.2K
|
8.22K
$308K
|
|
|
Jul 24, 2023
Q2 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-974- 2.32% |
$30.6K - $32.9K
|
41K
$1.54M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-984Closed |
$30.9K - $33.2K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 0.51% |
$32.3K - $34.7K
|
199K
$7.45M
|
|
|
Jul 28, 2023
Q2 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.03K- 0.15% |
$32.4K - $34.7K
|
680K
$25.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.05K- 7.39% |
$33.1K - $35.6K
|
13.2K
$495K
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.19K- 2.31% |
$37.3K - $40.1K
|
50K
$1.88M
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.2K- 16.11% |
$37.6K - $40.4K
|
6.23K
$233K
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
SELL
|
- |
-1.21K- 0.17% |
$38.2K - $41K
|
720K
$27M
|
|
|
Aug 14, 2023
Q2 2023
|
Jentner Corp
|
SELL
|
- |
-1.24K- 2.12% |
$39K - $41.8K
|
57.2K
$2.14M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.32K- 0.86% |
$41.4K - $44.4K
|
152K
$5.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.41K- 9.55% |
$44.2K - $47.5K
|
13.3K
$499K
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.41K- 4.46% |
$44.4K - $47.7K
|
30.3K
$1.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.45K- 8.61% |
$45.7K - $49K
|
15.4K
$578K
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.51K- 2.91% |
$47.3K - $50.8K
|
50.2K
$1.88M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.59K- 3.18% |
$50K - $53.7K
|
48.4K
$1.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.71K- 0.95% |
$53.8K - $57.8K
|
179K
$6.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.74K- 0.65% |
$54.8K - $58.8K
|
268K
$10M
|
|
|
Aug 02, 2023
Q2 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-1.92K- 0.7% |
$60.3K - $64.7K
|
274K
$10.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-1.95K- 0.72% |
$61.4K - $65.9K
|
270K
$10.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-2.09K- 2.46% |
$65.7K - $70.5K
|
82.9K
$3.11M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.15K- 25.53% |
$67.6K - $72.6K
|
6.27K
$235K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.17K- 2.41% |
$68.3K - $73.3K
|
87.8K
$3.29M
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.36K- 0.41% |
$74.2K - $79.6K
|
569K
$21.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-2.42K- 16.38% |
$76.2K - $81.8K
|
12.4K
$464K
|
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
SELL
|
- |
-2.46K- 13.51% |
$77.3K - $83K
|
15.7K
$590K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.49K- 13.93% |
$78.4K - $84.2K
|
15.4K
$578K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.58K- 2.61% |
$81.1K - $87.1K
|
96.2K
$3.61M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-2.71K- 4.2% |
$85.2K - $91.4K
|
61.7K
$2.31M
|
|
|
Sep 13, 2023
Q2 2023
|
Awm Capital, LLC
|
SELL
|
- |
-2.83K- 2.73% |
$88.8K - $95.4K
|
101K
$3.77M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.01K- 5.92% |
$94.8K - $102K
|
47.9K
$1.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.02K- 5.23% |
$94.9K - $102K
|
54.7K
$2.05M
|
|
|
Jul 31, 2023
Q2 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-3.17K- 2.64% |
$99.8K - $107K
|
117K
$4.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.38K- 28.44% |
$106K - $114K
|
8.51K
$319K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.43K- 22.67% |
$108K - $116K
|
11.7K
$438K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.6K- 2.23% |
$113K - $122K
|
158K
$5.93M
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-3.61K- 26.47% |
$114K - $122K
|
10K
$376K
|