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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-3.74K- 5.3% |
$118K - $126K
|
66.8K
$2.51M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.96K- 5.58% |
$125K - $134K
|
67K
$2.52M
|
|
|
Aug 03, 2023
Q2 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-4.22K- 1.74% |
$133K - $143K
|
238K
$8.95M
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-4.37K- 5.58% |
$138K - $148K
|
74K
$2.78M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.94K- 2.87% |
$155K - $167K
|
167K
$6.28M
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-5.01K- 1.2% |
$158K - $169K
|
412K
$15.5M
|
|
|
Jul 05, 2023
Q2 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-5.58K- 1.49% |
$175K - $188K
|
369K
$13.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-5.61K- 1.07% |
$176K - $189K
|
518K
$19.4M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-6.1K- 25.75% |
$192K - $206K
|
17.6K
$661K
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-6.4K- 0.89% |
$201K - $216K
|
715K
$26.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-6.89K- 1.58% |
$217K - $233K
|
430K
$16.1M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-6.97K- 9.8% |
$219K - $235K
|
64.2K
$2.41M
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-7.3K- 28.08% |
$230K - $247K
|
18.7K
$702K
|
|
|
Jul 28, 2023
Q2 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-7.71K- 2.12% |
$243K - $260K
|
356K
$13.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-7.76K- 46.08% |
$244K - $262K
|
9.08K
$341K
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
SELL
|
- |
-7.91K- 27.54% |
$249K - $267K
|
20.8K
$781K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.58K- 2.45% |
$270K - $290K
|
341K
$12.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-9.03K- 4.76% |
$284K - $305K
|
180K
$6.77M
|
|
|
Jul 31, 2023
Q2 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-11.6K- 0.8% |
$364K - $390K
|
1.44M
$54.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-15.7K- 0.94% |
$494K - $530K
|
1.65M
$61.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-16.1K- 2.86% |
$506K - $543K
|
546K
$20.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.6K- 5.44% |
$618K - $663K
|
342K
$12.8M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-19.8K- 45.05% |
$623K - $669K
|
24.2K
$908K
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-23.7K- 7.3% |
$745K - $800K
|
301K
$11.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-24.1K- 2.22% |
$759K - $815K
|
1.06M
$40M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-24.8K- 14.2% |
$779K - $837K
|
150K
$5.62M
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
SELL
|
- |
-29.2K- 1.49% |
$918K - $986K
|
1.93M
$72.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-31.7K- 83.54% |
$997K - $1.07M
|
6.25K
$234K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-32.4K- 1.5% |
$1.02M - $1.1M
|
2.13M
$80M
|
|
|
Aug 11, 2023
Q2 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-34.6K- 4.47% |
$1.09M - $1.17M
|
739K
$27.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-36.9K- 54.0% |
$1.16M - $1.25M
|
31.4K
$1.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-37K- 9.92% |
$1.16M - $1.25M
|
336K
$12.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-41.9K- 8.14% |
$1.32M - $1.42M
|
474K
$17.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-54.9K- 61.58% |
$1.73M - $1.85M
|
34.3K
$1.29M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-56.3K- 57.91% |
$1.77M - $1.9M
|
40.9K
$1.54M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-58.9K- 2.12% |
$1.85M - $1.99M
|
2.72M
$102M
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-68.3K- 51.46% |
$2.15M - $2.3M
|
64.4K
$2.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-82.3K- 7.25% |
$2.59M - $2.78M
|
1.05M
$39.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-119K- 1.81% |
$3.74M - $4.02M
|
6.44M
$242M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-137K- 39.18% |
$4.32M - $4.64M
|
213K
$8.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-142K- 66.25% |
$4.47M - $4.8M
|
72.4K
$2.72M
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-203K- 51.9% |
$6.39M - $6.86M
|
188K
$7.07M
|
|
|
Aug 03, 2023
Q2 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-240K- 51.97% |
$7.54M - $8.09M
|
221K
$8.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-522K- 54.94% |
$16.4M - $17.6M
|
428K
$16.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.07M- 85.79% |
$33.7M - $36.2M
|
178K
$6.67M
|