Purchases and Sales Made in Q1 2022 in Dimensional ETF Tr (DFIV)

DFIV Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV) during Q1 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 06, 2022 Q1 2022
Index Fund Advisors, Inc.

BUY
 -
3.62M
New
$111M - $129M
3.62M $129M
May 17, 2022 Q1 2022
Wealth Architects, LLC

BUY
 -
729K
+ 125.5%
$22.4M - $25.9M
1.31M $46.5M
May 10, 2022 Q1 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
454K
+ 27.79%
$14M - $16.1M
2.09M $74.1M
May 13, 2022 Q1 2022
Cowa, LLC

Tulsa, OK
BUY
 -
440K
New
$13.5M - $15.6M
440K $15.6M
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
344K
+ 137.9%
$10.6M - $12.2M
594K $21.1M
May 12, 2022 Q1 2022
Jackson Thornton Asset Management, LLC

BUY
 -
341K
+ 27.0%
$10.5M - $12.1M
1.6M $56.9M
May 16, 2022 Q1 2022
Mbb Public Markets I LLC

Chicago, IL
BUY
 -
317K
+ 90.13%
$9.76M - $11.3M
669K $23.8M
May 13, 2022 Q1 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
271K
+ 26.36%
$8.32M - $9.6M
1.3M $46.1M
May 13, 2022 Q1 2022
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
249K
+ 83.9%
$7.65M - $8.83M
545K $19.4M
Apr 27, 2022 Q1 2022
Avantax Advisory Services, Inc.

BUY
 -
242K
+ 2360.13%
$7.43M - $8.57M
252K $8.95M
May 03, 2022 Q1 2022
Modera Wealth Management, LLC

BUY
 -
180K
+ 10.27%
$5.55M - $6.4M
1.94M $68.8M
Aug 11, 2022 Q1 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
165K
New
$5.06M - $5.84M
165K $5.85M
May 03, 2022 Q1 2022
Leo Brokerage, LLC

BUY
 -
151K
New
$4.66M - $5.38M
151K $5.38M
May 13, 2022 Q1 2022
Plancorp, LLC

BUY
 -
133K
+ 5.99%
$4.1M - $4.73M
2.36M $83.8M
Apr 22, 2022 Q1 2022
Cva Family Office, LLC

BUY
 -
86.6K
New
$2.66M - $3.07M
86.6K $3.08M
Apr 14, 2022 Q1 2022
Mattern Wealth Management LLC

BUY
 -
85.8K
New
$2.64M - $3.04M
85.8K $3.05M
May 16, 2022 Q1 2022
Eaton Vance Management

Boston, MA
BUY
 -
84.2K
+ 27.5%
$2.59M - $2.99M
391K $13.9M
May 06, 2022 Q1 2022
Phillips Financial Management, LLC

BUY
 -
84.2K
New
$2.59M - $2.99M
84.2K $2.99M
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
81.1K
+ 386.33%
$2.49M - $2.88M
102K $3.63M
May 20, 2022 Q1 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
79.8K
New
$2.45M - $2.83M
79.8K $2.83M
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
BUY
 -
77.8K
+ 7.93%
$2.39M - $2.76M
1.06M $37.6M
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
77.8K
+ 1486.1%
$2.39M - $2.76M
83K $2.95M
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

BUY
 -
77.8K
+ 133.4%
$2.39M - $2.76M
136K $4.83M
May 27, 2022 Q1 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
74.5K
+ 12.05%
$2.29M - $2.65M
693K $24.6M
May 17, 2022 Q1 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
72.4K
New
$2.23M - $2.57M
72.4K $2.57M
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
71.5K
+ 371.71%
$2.2M - $2.54M
90.8K $3.22M
May 13, 2022 Q1 2022
Brighton Jones LLC

BUY
 -
65.7K
+ 188.97%
$2.02M - $2.33M
100K $3.57M
May 13, 2022 Q1 2022
Old Mission Capital LLC

BUY
 -
61.7K
New
$1.9M - $2.19M
61.7K $2.19M
May 10, 2022 Q1 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
60.1K
+ 0.61%
$1.85M - $2.13M
9.97M $354M
Apr 28, 2022 Q1 2022
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
56.9K
New
$1.75M - $2.02M
56.9K $2.02M
May 04, 2022 Q1 2022
Black Diamond Wealth Management Inc.

BUY
 -
54.1K
New
$1.66M - $1.92M
54.1K $1.92M
Apr 04, 2022 Q1 2022
Symmetry Partners, LLC

BUY
 -
53.8K
+ 21.28%
$1.65M - $1.91M
307K $10.9M
Oct 16, 2023 Q1 2022
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
51K
+ 7.34%
$1.57M - $1.81M
746K $26.5M
Apr 22, 2022 Q1 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
51K
+ 69.73%
$1.57M - $1.81M
124K $4.41M
May 10, 2022 Q1 2022
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
50.5K
+ 15.67%
$1.55M - $1.79M
373K $13.2M
May 13, 2022 Q1 2022
Mariner, LLC

Overland Park, KS
BUY
 -
49.5K
+ 308.19%
$1.52M - $1.76M
65.6K $2.33M
Apr 18, 2022 Q1 2022
Ml & R Wealth Management LLC

BUY
 -
49.2K
+ 7.97%
$1.51M - $1.75M
666K $23.7M
May 13, 2022 Q1 2022
Flow Traders U.S. LLC

New York, NY
BUY
 -
47K
New
$1.44M - $1.67M
47K $1.67M
May 02, 2022 Q1 2022
Choreo, LLC

Minneapolis, MN
BUY
 -
44K
+ 4.87%
$1.35M - $1.56M
947K $33.6M
May 11, 2022 Q1 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
41K
New
$1.26M - $1.46M
41K $1.46M
Apr 29, 2022 Q1 2022
Prairie View Partners, LLC

BUY
 -
41K
+ 421.96%
$1.26M - $1.45M
50.7K $1.8M
Apr 28, 2022 Q1 2022
Applied Capital LLC

BUY
 -
40K
New
$1.23M - $1.42M
40K $1.42M
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
39.4K
+ 72.05%
$1.21M - $1.4M
94.2K $3.35M
Apr 19, 2022 Q1 2022
Resource Consulting Group Inc

BUY
 -
39.1K
+ 1.79%
$1.2M - $1.39M
2.23M $79.1M
May 02, 2022 Q1 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
31.7K
New
$974K - $1.12M
31.7K $1.12M
May 13, 2022 Q1 2022
First Western Trust Bank

Denver, CO
BUY
 -
31.3K
New
$963K - $1.11M
31.3K $1.11M
Apr 29, 2022 Q1 2022
Stone Point Wealth LLC

BUY
 -
30.4K
+ 198.17%
$934K - $1.08M
45.7K $1.62M
May 13, 2022 Q1 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
29.8K
New
$917K - $1.06M
29.8K $1.06M
Apr 28, 2022 Q1 2022
Townsquare Capital LLC

BUY
 -
26.7K
New
$822K - $949K
26.7K $950K

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