Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr (DFIV)

DFIV Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV) during Q3 2022. 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
Nov 14, 2022 Q3 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
8.9K
New
$229K - $272K
8.9K $331K
Oct 07, 2022 Q3 2022
Global Trust Asset Management, LLC

BUY
 -
8.77K
+ 16.5%
$225K - $268K
61.9K $2.3M
Oct 13, 2022 Q3 2022
Resource Consulting Group Inc

BUY
 -
8.38K
+ 0.38%
$215K - $256K
2.23M $82.7M
Nov 08, 2022 Q3 2022
Congress Wealth Management LLC

Boston, MA
BUY
 -
8.08K
New
$208K - $247K
8.08K $300K
Nov 14, 2022 Q3 2022
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
7.81K
New
$201K - $239K
7.81K $290K
Nov 10, 2022 Q3 2022
Ubs Group Ag

BUY
 -
7.6K
+ 30.02%
$195K - $232K
32.9K $1.22M
Oct 26, 2022 Q3 2022
Ml & R Wealth Management LLC

BUY
 -
7.46K
+ 1.1%
$192K - $228K
685K $25.5M
Nov 07, 2022 Q3 2022
Ever Source Wealth Advisors, LLC

BUY
 -
7.35K
+ 7.52%
$189K - $225K
105K $3.9M
Nov 01, 2022 Q3 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
6.96K
+ 4.2%
$179K - $213K
173K $6.42M
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
6.34K
+ 3.99%
$163K - $194K
165K $6.14M
Nov 14, 2022 Q3 2022
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
5.99K
+ 27.21%
$154K - $183K
28K $1.04M
Nov 07, 2022 Q3 2022
Advanced Research Investment Solutions, LLC

BUY
 -
5.79K
New
$149K - $177K
5.79K $215K
Nov 14, 2022 Q3 2022
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
5.33K
+ 1.17%
$137K - $163K
462K $17.2M
Nov 02, 2022 Q3 2022
Kraft Asset Management, LLC

BUY
 -
5.1K
+ 1.26%
$131K - $156K
409K $15.2M
Oct 21, 2022 Q3 2022
Tfc Financial Management

BUY
 -
4.78K
+ 94.97%
$123K - $146K
9.8K $364K
Oct 23, 2023 Q3 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
4.57K
New
$117K - $140K
4.57K $170K
Nov 08, 2022 Q3 2022
Phillips Financial Management, LLC

BUY
 -
3.9K
+ 2.8%
$100K - $119K
143K $5.32M
Oct 18, 2022 Q3 2022
Mc Ilrath & Eck, LLC

BUY
 -
3.45K
+ 1541.96%
$88.8K - $106K
3.68K $137K
Oct 25, 2022 Q3 2022
Pinnacle Bancorp, Inc.

BUY
 -
3.45K
New
$88.8K - $106K
3.45K $128K
Oct 21, 2022 Q3 2022
Schubert & CO

BUY
 -
3.12K
+ 6.28%
$80.2K - $95.3K
52.8K $1.96M
Nov 14, 2022 Q3 2022
G2 Capital Management, LLC

Columbus, OH
BUY
 -
3.1K
+ 2.59%
$79.7K - $94.7K
123K $4.57M
Oct 27, 2022 Q3 2022
Northwest Wealth Management, LLC

BUY
 -
2.99K
+ 2.91%
$76.9K - $91.5K
106K $3.93M
Oct 25, 2022 Q3 2022
Safeguard Investment Advisory Group, LLC

BUY
 -
2.65K
+ 18.46%
$68K - $80.9K
17K $631K
Nov 10, 2022 Q3 2022
Steward Partners Investment Advisory, LLC

BUY
 -
2.63K
+ 96.47%
$67.5K - $80.3K
5.35K $199K
Oct 16, 2023 Q3 2022
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
2.58K
+ 0.32%
$66.4K - $79K
801K $29.8M
Oct 26, 2022 Q3 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
2.58K
+ 4.61%
$66.4K - $79K
58.6K $2.18M
Nov 02, 2022 Q3 2022
Five Oceans Advisors

BUY
 -
2.24K
+ 10.67%
$57.6K - $68.4K
23.2K $863K
Nov 10, 2022 Q3 2022
Plancorp, LLC

BUY
 -
2.12K
+ 0.09%
$54.6K - $64.9K
2.31M $85.8M
Nov 14, 2022 Q3 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
2.06K
+ 12.07%
$52.9K - $62.9K
19.1K $709K
Nov 08, 2022 Q3 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
1.96K
+ 1.16%
$50.4K - $59.9K
171K $6.35M
Oct 17, 2022 Q3 2022
Integrity Advisory, LLC

BUY
 -
1.81K
+ 20.1%
$46.5K - $55.3K
10.8K $402K
Nov 14, 2022 Q3 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
1.8K
+ 5.58%
$46.3K - $55.1K
34.1K $1.27M
Nov 14, 2022 Q3 2022
De Burlo Group Inc

Boston, MA
BUY
 -
1.53K
New
$39.3K - $46.8K
1.53K $56.9K
Oct 21, 2022 Q3 2022
Rb Capital Management, LLC

BUY
 -
1.5K
+ 15.76%
$38.5K - $45.8K
11K $409K
Nov 08, 2022 Q3 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
1.47K
+ 0.56%
$37.8K - $45K
264K $9.82M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
1.44K
New
$36.9K - $43.9K
1.44K $53.4K
Oct 27, 2022 Q3 2022
Us Bancorp \De\

BUY
 -
1.24K
+ 136.0%
$31.9K - $37.9K
2.15K $79.9K
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
1.19K
+ 3.18%
$30.7K - $36.5K
38.8K $1.44M
Nov 14, 2022 Q3 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
1.08K
New
$27.7K - $32.9K
1.08K $40K
Nov 14, 2022 Q3 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
1.06K
+ 4.41%
$27.3K - $32.5K
25.2K $936K
Oct 21, 2022 Q3 2022
Lutz Financial Services LLC

BUY
 -
787
+ 2.66%
$20.2K - $24.1K
30.4K $1.13M
Oct 26, 2022 Q3 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
576
+ 0.51%
$14.8K - $17.6K
114K $4.24M
Nov 15, 2022 Q3 2022
Fund Evaluation Group, LLC

Cincinnati, OH
BUY
 -
476
+ 0.39%
$12.2K - $14.6K
123K $4.57M
Oct 21, 2022 Q3 2022
Jfs Wealth Advisors, LLC

BUY
 -
467
+ 0.84%
$12K - $14.3K
55.8K $2.07M
Nov 16, 2022 Q3 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
464
+ 3.15%
$11.9K - $14.2K
15.2K $564K
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
444
+ 27.54%
$11.4K - $13.6K
2.06K $76.4K
Nov 03, 2022 Q3 2022
Lincoln National Corp

BUY
 -
393
+ 4.24%
$10.1K - $12K
9.66K $359K
Oct 13, 2022 Q3 2022
Advisory Services & Investments, LLC

BUY
 -
380
+ 1.48%
$9.77K - $11.6K
26K $967K
Nov 14, 2022 Q3 2022
Meeder Asset Management Inc

BUY
 -
370
New
$9.51K - $11.3K
370 $13.7K

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