Purchases and Sales Made in Q4 2021 in Dimensional ETF Tr (DFIV)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
3.62MNew |
$115M - $124M
|
3.62M
$129M
|
|
|
Feb 02, 2022
Q4 2021
|
Resource Consulting Group Inc
|
BUY
|
- |
2.19MNew |
$69.1M - $74.8M
|
2.19M
$77.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Equius Partners, Inc.
|
BUY
|
- |
2.01MNew |
$63.6M - $68.8M
|
2.01M
$71.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.63MNew |
$51.6M - $55.9M
|
1.63M
$58M
|
|
|
Feb 10, 2022
Q4 2021
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
1.51MNew |
$47.8M - $51.8M
|
1.51M
$53.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
1.26MNew |
$39.9M - $43.2M
|
1.26M
$44.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
662KNew |
$20.9M - $22.7M
|
662K
$23.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
647KNew |
$20.4M - $22.1M
|
647K
$22.9M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
619KNew |
$19.6M - $21.2M
|
619K
$22M
|
|
|
Feb 02, 2022
Q4 2021
|
Ml & R Wealth Management LLC
|
BUY
|
- |
617KNew |
$19.5M - $21.1M
|
617K
$21.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Bayshore Asset Management, LLC
|
BUY
|
- |
600KNew |
$19M - $20.5M
|
600K
$21.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
578K+ 5233.07% |
$18.3M - $19.8M
|
589K
$20.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Capital Performance Advisors LLP
|
BUY
|
- |
539KNew |
$17M - $18.4M
|
539K
$19.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Planning Center, Inc.
|
BUY
|
- |
483KNew |
$15.3M - $16.5M
|
483K
$17.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
457KNew |
$14.4M - $15.6M
|
457K
$16.2M
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
432KNew |
$13.7M - $14.8M
|
432K
$15.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Kraft Asset Management, LLC
|
BUY
|
- |
389KNew |
$12.3M - $13.3M
|
389K
$13.8M
|
|
|
Jan 26, 2022
Q4 2021
|
Shearwater Capital LLC
|
BUY
|
- |
387KNew |
$12.2M - $13.2M
|
387K
$13.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
352KNew |
$11.1M - $12M
|
352K
$12.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
341KNew |
$10.8M - $11.7M
|
341K
$12.1M
|
|
|
Jan 18, 2022
Q4 2021
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
339KNew |
$10.7M - $11.6M
|
339K
$12M
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
322KNew |
$10.2M - $11M
|
322K
$11.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Claris Advisors, LLC
|
BUY
|
- |
318KNew |
$10.1M - $10.9M
|
318K
$11.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
306KNew |
$9.68M - $10.5M
|
306K
$10.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
297KNew |
$9.37M - $10.1M
|
297K
$10.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
275KNew |
$8.69M - $9.4M
|
275K
$9.76M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
259KNew |
$8.18M - $8.86M
|
259K
$9.19M
|
|
|
Jan 27, 2022
Q4 2021
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
244KNew |
$7.71M - $8.34M
|
244K
$8.66M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
235K+ 8.94% |
$7.42M - $8.03M
|
2.86M
$101M
|
|
|
Feb 04, 2022
Q4 2021
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
222KNew |
$7.03M - $7.61M
|
222K
$7.89M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
209K+ 2.16% |
$6.61M - $7.16M
|
9.91M
$352M
|
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
209KNew |
$6.6M - $7.14M
|
209K
$7.41M
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
170KNew |
$5.38M - $5.82M
|
170K
$6.04M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
141KNew |
$4.45M - $4.82M
|
141K
$5M
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
137K+ 6.54% |
$4.32M - $4.67M
|
2.23M
$79M
|
|
|
Feb 14, 2022
Q4 2021
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
108KNew |
$3.42M - $3.7M
|
108K
$3.84M
|
|
|
Jan 26, 2022
Q4 2021
|
Austin Asset Management CO Inc
|
BUY
|
- |
104KNew |
$3.27M - $3.54M
|
104K
$3.67M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
92.8KNew |
$2.93M - $3.18M
|
92.8K
$3.29M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
90.9KNew |
$2.87M - $3.11M
|
90.9K
$3.22M
|
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
84.3KNew |
$2.66M - $2.88M
|
84.3K
$2.99M
|
|
|
Jan 27, 2022
Q4 2021
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
81.8KNew |
$2.59M - $2.8M
|
81.8K
$2.9M
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
78.4KNew |
$2.48M - $2.68M
|
78.4K
$2.78M
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
77.1K+ 521.93% |
$2.44M - $2.64M
|
91.9K
$3.26M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
69.7K+ 22.52% |
$2.2M - $2.39M
|
379K
$13.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
67.9KNew |
$2.15M - $2.32M
|
67.9K
$2.41M
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
67.7KNew |
$2.14M - $2.32M
|
67.7K
$2.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
66.4K+ 38.76% |
$2.1M - $2.27M
|
238K
$8.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
66.2K+ 6.89% |
$2.09M - $2.26M
|
1.03M
$36.4M
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
57.9K+ 5.71% |
$1.83M - $1.98M
|
1.07M
$38M
|
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
50.9K+ 146.34% |
$1.61M - $1.74M
|
85.6K
$3.04M
|