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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.21K- 10.39% |
$36.8K - $40.4K
|
10.4K
$393K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.33K- 0.76% |
$40.4K - $44.3K
|
174K
$6.57M
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.33K- 1.83% |
$40.5K - $44.4K
|
71.2K
$2.68M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.46K- 7.95% |
$44.3K - $48.6K
|
16.9K
$635K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.46K- 6.4% |
$44.4K - $48.7K
|
21.3K
$803K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.5K- 8.64% |
$45.6K - $50.1K
|
15.9K
$597K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.5K- 5.6% |
$45.8K - $50.2K
|
25.3K
$954K
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.67K- 10.19% |
$50.8K - $55.8K
|
14.7K
$554K
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.74K- 1.33% |
$53.1K - $58.2K
|
129K
$4.85M
|
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.79K- 37.92% |
$54.6K - $59.9K
|
2.94K
$110K
|
|
|
May 09, 2023
Q1 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-2K- 4.29% |
$60.8K - $66.7K
|
44.6K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.29K- 10.62% |
$69.7K - $76.5K
|
19.3K
$726K
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-2.3K- 2.25% |
$70K - $76.8K
|
100K
$3.76M
|
|
|
Apr 21, 2023
Q1 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-2.35K- 1.92% |
$71.6K - $78.5K
|
120K
$4.52M
|
|
|
May 02, 2023
Q1 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-2.37K- 4.25% |
$72K - $78.9K
|
53.3K
$2.01M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.61K- 1.96% |
$79.5K - $87.2K
|
130K
$4.9M
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-3.38K- 15.2% |
$103K - $113K
|
18.8K
$709K
|
|
|
May 15, 2023
Q1 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-3.43K- 12.03% |
$104K - $115K
|
25.1K
$945K
|
|
|
May 10, 2023
Q1 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-3.49K- 1.42% |
$106K - $116K
|
242K
$9.13M
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-3.54K- 2.37% |
$108K - $118K
|
146K
$5.5M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-3.75K- 35.91% |
$114K - $125K
|
6.69K
$252K
|
|
|
May 15, 2023
Q1 2023
|
Jentner Corp
|
SELL
|
- |
-3.88K- 6.23% |
$118K - $130K
|
58.4K
$2.2M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-3.93K- 2.5% |
$120K - $131K
|
153K
$5.77M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4K- 35.96% |
$122K - $133K
|
7.12K
$268K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.11K- 5.26% |
$125K - $137K
|
74.1K
$2.79M
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-4.45K- 34.98% |
$135K - $149K
|
8.27K
$311K
|
|
|
May 01, 2023
Q1 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-4.59K- 1.64% |
$140K - $153K
|
276K
$10.4M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.71K- 1.29% |
$143K - $157K
|
361K
$13.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-5.03K- 0.69% |
$153K - $168K
|
721K
$27.1M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-5.19K- 3.11% |
$158K - $173K
|
162K
$6.08M
|
|
|
Apr 17, 2023
Q1 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-5.29K- 1.91% |
$161K - $177K
|
272K
$10.2M
|
|
|
Apr 03, 2023
Q1 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-5.51K- 1.45% |
$168K - $184K
|
374K
$14.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-5.56K- 8.39% |
$169K - $186K
|
60.8K
$2.29M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-5.56K- 2.22% |
$169K - $186K
|
245K
$9.23M
|
|
|
May 15, 2023
Q1 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-5.86K- 6.72% |
$178K - $196K
|
81.3K
$3.06M
|
|
|
Apr 17, 2023
Q1 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-5.94K- 2.65% |
$181K - $198K
|
219K
$8.23M
|
|
|
Aug 11, 2023
Q1 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-5.98K- 0.77% |
$182K - $200K
|
774K
$29.1M
|
|
|
May 03, 2023
Q1 2023
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-6.2K- 3.1% |
$189K - $207K
|
194K
$7.3M
|
|
|
May 05, 2023
Q1 2023
|
Claris Advisors, LLC
|
SELL
|
- |
-6.23K- 1.82% |
$190K - $208K
|
336K
$12.7M
|
|
|
May 05, 2023
Q1 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-6.3K- 1.86% |
$192K - $210K
|
333K
$12.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-6.59K- 1.83% |
$200K - $220K
|
353K
$13.3M
|
|
|
May 05, 2023
Q1 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-7.23K- 5.88% |
$220K - $241K
|
116K
$4.36M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-7.46K- 1.43% |
$227K - $249K
|
516K
$19.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.62K- 47.16% |
$232K - $254K
|
8.53K
$321K
|
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-7.87K- 2.37% |
$240K - $263K
|
325K
$12.2M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-8.47K- 2.09% |
$258K - $283K
|
397K
$14.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-8.74K- 1.96% |
$266K - $292K
|
437K
$16.4M
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-8.96K- 54.7% |
$273K - $299K
|
7.42K
$279K
|
|
|
May 08, 2023
Q1 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-9.52K- 1.74% |
$290K - $318K
|
537K
$20.2M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-10.4K- 2.58% |
$317K - $348K
|
394K
$14.8M
|