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 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-10.4K- 48.42% |
$318K - $349K
|
11.1K
$414K
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-11.3K- 17.94% |
$344K - $378K
|
51.7K
$1.92M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-11.6K- 10.49% |
$352K - $387K
|
98.8K
$3.67M
|
|
|
May 09, 2023
Q1 2023
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-12.2K- 0.72% |
$371K - $407K
|
1.69M
$62.8M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.1K- 22.83% |
$398K - $437K
|
44.3K
$1.64M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-13.3K- 1.21% |
$406K - $445K
|
1.09M
$40.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-14.1K- 0.96% |
$429K - $470K
|
1.45M
$54M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.6K- 10.45% |
$445K - $489K
|
125K
$4.66M
|
|
|
Oct 16, 2023
Q1 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-15.3K- 2.1% |
$464K - $509K
|
712K
$26.4M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-19.3K- 67.08% |
$588K - $645K
|
9.48K
$352K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-24.7K- 3.65% |
$752K - $825K
|
653K
$24.3M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-29.3K- 1.33% |
$890K - $977K
|
2.16M
$80.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-29.3K- 0.8% |
$891K - $978K
|
3.64M
$135M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-29.6K- 76.41% |
$901K - $988K
|
9.14K
$340K
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
SELL
|
- |
-30K- 1.51% |
$912K - $1M
|
1.96M
$72.7M
|
|
|
May 05, 2023
Q1 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-35.9K- 8.78% |
$1.09M - $1.2M
|
373K
$13.9M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-45.9K- 33.79% |
$1.4M - $1.53M
|
90K
$3.34M
|
|
|
Apr 14, 2023
Q1 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-47K- 2.05% |
$1.43M - $1.57M
|
2.24M
$83.3M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-61.2K- 23.73% |
$1.86M - $2.04M
|
197K
$7.31M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-88.6K- 17.53% |
$2.7M - $2.96M
|
417K
$15.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
SELL
|
- |
-107K- 11.22% |
$3.26M - $3.58M
|
849K
$31.5M
|
|
|
Aug 03, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-136K- 8.48% |
$4.14M - $4.54M
|
1.47M
$54.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-136K- 19.26% |
$4.15M - $4.55M
|
571K
$21.2M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-138K- 94.48% |
$4.19M - $4.59M
|
8.04K
$299K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-245K- 73.35% |
$7.47M - $8.19M
|
89.1K
$3.31M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-273K- 21.07% |
$8.32M - $9.13M
|
1.02M
$38.1M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-340K- 98.46% |
$10.3M - $11.3M
|
5.33K
$198K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-602K- 92.16% |
$18.3M - $20.1M
|
51.2K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-687K- 19.81% |
$20.9M - $22.9M
|
2.78M
$103M
|