Purchases and Sales Made in Q1 2022 in Dimensional ETF Tr (DFIV)
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 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.52K- 34.52% |
$108K - $125K
|
6.68K
$236K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.4K- 8.18% |
$135K - $156K
|
49.4K
$1.75M
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-5.86K- 2.57% |
$180K - $208K
|
222K
$7.84M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-5.98KClosed |
$184K - $212K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.1KClosed |
$188K - $216K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.34K- 23.89% |
$195K - $225K
|
20.2K
$713K
|
|
|
May 11, 2022
Q1 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-6.69KClosed |
$206K - $237K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-6.93K- 0.46% |
$213K - $246K
|
1.51M
$53.2M
|
|
|
May 13, 2022
Q1 2022
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-7.46K- 3.57% |
$229K - $265K
|
201K
$7.12M
|
|
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-9.18K- 10.73% |
$282K - $326K
|
76.4K
$2.7M
|
|
|
Apr 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-10.7KClosed |
$327K - $378K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.3KClosed |
$347K - $401K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-12K- 1.41% |
$369K - $426K
|
839K
$29.7M
|
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-14KClosed |
$430K - $496K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-14.3KClosed |
$440K - $508K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-15.5K- 37.95% |
$475K - $549K
|
25.3K
$894K
|
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-16KClosed |
$493K - $569K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-16.4KClosed |
$503K - $580K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
SELL
|
- |
-18.9KClosed |
$581K - $670K
|
0
$0
|
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
SELL
|
- |
-21K- 2.98% |
$644K - $744K
|
683K
$24.1M
|
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-21.1K- 1.34% |
$649K - $749K
|
1.55M
$54.8M
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-22.8KClosed |
$703K - $811K
|
0
$0
|
|
|
Aug 01, 2022
Q1 2022
|
Awm Capital, LLC
|
SELL
|
- |
-25.2K- 12.29% |
$773K - $893K
|
180K
$6.35M
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-25.8K- 28.05% |
$793K - $915K
|
66.1K
$2.34M
|
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-30.2KClosed |
$927K - $1.07M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-32.5KClosed |
$998K - $1.15M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Applied Capital LLC
|
SELL
|
- |
-37.6KClosed |
$1.16M - $1.33M
|
0
$0
|
|
|
Aug 11, 2023
Q1 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-46.3K- 5.03% |
$1.42M - $1.64M
|
874K
$30.9M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-58.8K- 38.34% |
$1.81M - $2.09M
|
94.6K
$3.34M
|
|
|
May 16, 2022
Q1 2022
|
Jentner Corp
|
SELL
|
- |
-69KClosed |
$2.12M - $2.45M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-74.5KClosed |
$2.29M - $2.64M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-76.1K- 11.76% |
$2.34M - $2.7M
|
571K
$20.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-76.5K- 65.13% |
$2.35M - $2.71M
|
41K
$1.45M
|
|
|
Apr 21, 2022
Q1 2022
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-80.2K- 13.35% |
$2.47M - $2.85M
|
520K
$18.4M
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
SELL
|
- |
-81.3KClosed |
$2.5M - $2.89M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-84.3KClosed |
$2.59M - $2.99M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-141KClosed |
$4.33M - $5M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-170KClosed |
$5.23M - $6.04M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-291K- 6.57% |
$8.96M - $10.3M
|
4.14M
$146M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-366KClosed |
$11.2M - $13M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-374KClosed |
$11.5M - $13.3M
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-377K- 85.59% |
$11.6M - $13.4M
|
63.4K
$2.24M
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-433KClosed |
$13.3M - $15.4M
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Planning Center, Inc.
|
SELL
|
- |
-483KClosed |
$14.9M - $17.2M
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-487K- 82.64% |
$15M - $17.3M
|
102K
$3.61M
|
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-3.62MClosed |
$111M - $129M
|
0
$0
|