Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr (DFIV)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
83+ 0.35% |
$2.53K - $2.77K
|
24K
$892K
|
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
72+ 0.41% |
$2.19K - $2.4K
|
17.4K
$648K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
71+ 0.14% |
$2.16K - $2.37K
|
52.6K
$1.96M
|
|
|
May 04, 2023
Q1 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
70+ 0.02% |
$2.13K - $2.34K
|
363K
$13.5M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
69+ 0.44% |
$2.1K - $2.3K
|
15.9K
$592K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
53+ 0.45% |
$1.61K - $1.77K
|
11.9K
$444K
|
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
52+ 0.36% |
$1.58K - $1.74K
|
14.7K
$545K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
46+ 0.45% |
$1.4K - $1.54K
|
10.3K
$383K
|
|
|
May 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
BUY
|
- |
38+ 0.45% |
$1.16K - $1.27K
|
8.47K
$315K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
38+ 0.39% |
$1.16K - $1.27K
|
9.89K
$368K
|
|
|
May 09, 2023
Q1 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
36+ 0.44% |
$1.1K - $1.2K
|
8.25K
$307K
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
35+ 0.43% |
$1.07K - $1.17K
|
8.2K
$305K
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
29+ 0.23% |
$882 - $968
|
12.8K
$477K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
25+ 0.45% |
$761 - $835
|
5.54K
$206K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
21+ 0.32% |
$639 - $701
|
6.64K
$247K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
19+ 0.05% |
$578 - $634
|
40.5K
$1.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
16+ 0.08% |
$487 - $534
|
19.1K
$708K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
14+ 0.47% |
$426 - $467
|
2.98K
$111K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
11+ 0.46% |
$335 - $367
|
2.4K
$89.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
10+ 0.46% |
$304 - $334
|
2.18K
$81.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
6+ 0.01% |
$183 - $200
|
81.1K
$3.01M
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
BUY
|
- |
5+ 0.22% |
$152 - $167
|
2.24K
$83.4K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.52% |
$91.3 - $100
|
584
$21.7K
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-12- 66.67% |
$365 - $401
|
6
$223
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-20- 0.03% |
$609 - $668
|
78.4K
$2.91M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-33- 0.52% |
$1K - $1.1K
|
6.36K
$236K
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-34- 0.06% |
$1.03K - $1.13K
|
55.8K
$2.07M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-61- 0.79% |
$1.86K - $2.04K
|
7.61K
$283K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-66- 0.06% |
$2.01K - $2.2K
|
109K
$4.04M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-83Closed |
$2.53K - $2.77K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-153- 0.62% |
$4.66K - $5.11K
|
24.4K
$905K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-186- 0.18% |
$5.66K - $6.21K
|
105K
$3.9M
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-186- 0.64% |
$5.66K - $6.21K
|
28.8K
$1.07M
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-220- 1.4% |
$6.69K - $7.34K
|
15.5K
$576K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-299- 2.12% |
$9.1K - $9.98K
|
13.8K
$513K
|
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
SELL
|
- |
-316- 1.71% |
$9.62K - $10.5K
|
18.2K
$676K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-341- 0.48% |
$10.4K - $11.4K
|
71K
$2.64M
|
|
|
May 10, 2023
Q1 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-344- 1.33% |
$10.5K - $11.5K
|
25.6K
$950K
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-409- 3.89% |
$12.4K - $13.7K
|
10.1K
$375K
|
|
|
May 09, 2023
Q1 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-527- 0.26% |
$16K - $17.6K
|
200K
$7.42M
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-608- 29.34% |
$18.5K - $20.3K
|
1.46K
$54.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Applied Capital LLC
|
SELL
|
- |
-634- 1.67% |
$19.3K - $21.2K
|
37.3K
$1.39M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-705- 1.25% |
$21.5K - $23.5K
|
55.7K
$2.07M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-712- 2.77% |
$21.7K - $23.8K
|
25K
$930K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
SELL
|
- |
-713- 20.37% |
$21.7K - $23.8K
|
2.79K
$104K
|
|
|
May 15, 2023
Q1 2023
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-720- 0.52% |
$21.9K - $24K
|
136K
$5.07M
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-1K- 5.26% |
$30.4K - $33.4K
|
18K
$669K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.03K- 0.78% |
$31.4K - $34.4K
|
132K
$4.9M
|