Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr (DFIV)
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 |
|---|---|---|---|---|---|---|---|
|
May 31, 2023
Q3 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-21.8K- 29.89% |
$561K - $667K
|
51.2K
$1.9M
|
|
|
Nov 29, 2022
Q3 2022
|
Awm Capital, LLC
|
SELL
|
- |
-21.8K- 18.39% |
$561K - $667K
|
96.9K
$3.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-24.2K- 3.46% |
$622K - $739K
|
675K
$25.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-27.4K- 28.33% |
$705K - $838K
|
69.4K
$2.58M
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-30K- 4.3% |
$772K - $918K
|
668K
$24.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-32.1K- 15.36% |
$826K - $982K
|
177K
$6.58M
|
|
|
Aug 11, 2023
Q3 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-37.7K- 4.48% |
$970K - $1.15M
|
804K
$29.9M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-40.6K- 55.46% |
$1.04M - $1.24M
|
32.6K
$1.21M
|
|
|
Nov 02, 2022
Q3 2022
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-57.8K- 10.38% |
$1.49M - $1.77M
|
499K
$18.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-88.2K- 86.28% |
$2.27M - $2.7M
|
14K
$521K
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-89.3K- 4.64% |
$2.3M - $2.73M
|
1.84M
$68.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-152K- 11.03% |
$3.91M - $4.65M
|
1.23M
$45.6M
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-196K- 74.45% |
$5.04M - $6M
|
67.3K
$2.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-265K- 96.14% |
$6.82M - $8.11M
|
10.7K
$396K
|
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-344K- 9.48% |
$8.84M - $10.5M
|
3.28M
$122M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-470K- 58.09% |
$12.1M - $14.4M
|
339K
$12.6M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-470K- 58.09% |
$12.1M - $14.4M
|
339K
$12.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-544K- 93.45% |
$14M - $16.6M
|
38.2K
$1.42M
|
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-583K- 96.12% |
$15M - $17.8M
|
23.6K
$875K
|