Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr (DFIV)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
757+ 1.98% |
$19.6K - $23.5K
|
39K
$1.39M
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
616New |
$15.9K - $19.2K
|
616
$21.9K
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
608+ 41.53% |
$15.7K - $18.9K
|
2.07K
$73.6K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
602+ 1.58% |
$15.6K - $18.7K
|
38.8K
$1.38M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
578New |
$15K - $18K
|
578
$20.5K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
545+ 5.55% |
$14.1K - $16.9K
|
10.4K
$368K
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
490New |
$12.7K - $15.2K
|
490
$17.4K
|
|
Aug 11, 2023
Q4 2022
|
Rs Crum Inc.
|
BUY
|
- |
440+ 5.65% |
$11.4K - $13.7K
|
8.23K
$292K
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
391+ 1.15% |
$10.1K - $12.2K
|
34.5K
$1.22M
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
264+ 0.53% |
$6.83K - $8.21K
|
50.5K
$1.79M
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
263New |
$6.81K - $8.18K
|
263
$9.34K
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
245+ 0.92% |
$6.34K - $7.62K
|
26.9K
$954K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
239+ 1.47% |
$6.19K - $7.43K
|
16.5K
$586K
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
189+ 0.97% |
$4.89K - $5.88K
|
19.6K
$697K
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
175+ 0.74% |
$4.53K - $5.44K
|
23.9K
$850K
|
|
Jan 19, 2023
Q4 2022
|
Applied Capital LLC
|
BUY
|
- |
165+ 0.44% |
$4.27K - $5.13K
|
38K
$1.35M
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
143+ 0.91% |
$3.7K - $4.45K
|
15.9K
$563K
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
110+ 0.76% |
$2.85K - $3.42K
|
14.6K
$519K
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
98+ 0.96% |
$2.54K - $3.05K
|
10.3K
$365K
|
|
Jan 24, 2023
Q4 2022
|
Exeter Financial, LLC
|
BUY
|
- |
81+ 0.97% |
$2.1K - $2.52K
|
8.43K
$300K
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
80New |
$2.07K - $2.49K
|
80
$2.84K
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
78+ 0.27% |
$2.02K - $2.43K
|
28.6K
$1.01M
|
|
Feb 09, 2023
Q4 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
75+ 0.92% |
$1.94K - $2.33K
|
8.22K
$292K
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
74+ 0.91% |
$1.92K - $2.3K
|
8.16K
$290K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
55+ 0.46% |
$1.42K - $1.71K
|
12K
$427K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
52+ 0.95% |
$1.35K - $1.62K
|
5.52K
$196K
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
39+ 0.54% |
$1.01K - $1.21K
|
7.29K
$259K
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
33+ 0.4% |
$854 - $1.03K
|
8.34K
$296K
|
|
Feb 07, 2023
Q4 2022
|
Kraft Asset Management, LLC
|
BUY
|
- |
29+ 0.01% |
$751 - $902
|
409K
$14.5M
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
28+ 0.95% |
$725 - $871
|
2.97K
$105K
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
27+ 0.19% |
$699 - $840
|
14.4K
$513K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
26New |
$673 - $809
|
26
$924
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.02% |
$621 - $746
|
105K
$3.73M
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
23+ 0.97% |
$595 - $715
|
2.39K
$84.9K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
18New |
$466 - $560
|
18
$639
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
17+ 0.79% |
$440 - $529
|
2.17K
$77.1K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 1.4% |
$207 - $249
|
581
$20.6K
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-29- 0.04% |
$751 - $902
|
78.4K
$2.79M
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-33- 0.06% |
$854 - $1.03K
|
52.5K
$1.87M
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-59- 0.26% |
$1.53K - $1.83K
|
22.8K
$809K
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-73- 0.38% |
$1.89K - $2.27K
|
19.2K
$682K
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-91- 0.46% |
$2.36K - $2.83K
|
19.6K
$697K
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-229- 2.15% |
$5.93K - $7.12K
|
10.4K
$371K
|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
SELL
|
- |
-231- 0.24% |
$5.98K - $7.18K
|
96.6K
$3.43M
|
|
Feb 13, 2023
Q4 2022
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-352- 0.29% |
$9.11K - $10.9K
|
122K
$4.35M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-397- 5.66% |
$10.3K - $12.3K
|
6.62K
$235K
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-423- 2.48% |
$10.9K - $13.2K
|
16.6K
$590K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-469- 4.85% |
$12.1K - $14.6K
|
9.2K
$327K
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-474- 1.09% |
$12.3K - $14.7K
|
43.2K
$1.53M
|