Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr (DFIV)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFIV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.25M+ 183.77% |
$58.1M - $69.8M
|
3.47M
$123M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.19MNew |
$56.7M - $68.2M
|
2.19M
$77.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.7MNew |
$44M - $52.9M
|
1.7M
$60.1M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.07M+ 473.94% |
$27.7M - $33.3M
|
1.3M
$45.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.02M+ 31.76% |
$26.4M - $31.8M
|
4.24M
$150M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
851K+ 17970.21% |
$22M - $26.5M
|
856K
$30.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
822K+ 21.33% |
$21.3M - $25.6M
|
4.68M
$165M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
733K+ 13767.72% |
$19M - $22.8M
|
739K
$26.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
657K+ 12.84% |
$17M - $20.4M
|
5.77M
$204M
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
591K+ 943.85% |
$15.3M - $18.4M
|
653K
$23.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
472K+ 4.56% |
$12.2M - $14.7M
|
10.8M
$383M
|
|
|
Feb 07, 2023
Q4 2022
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
461KNew |
$11.9M - $14.3M
|
461K
$16.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
428KNew |
$11.1M - $13.3M
|
428K
$15.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
398K+ 10.64% |
$10.3M - $12.4M
|
4.14M
$146M
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
392K+ 11.94% |
$10.1M - $12.2M
|
3.67M
$130M
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
370K+ 63.07% |
$9.57M - $11.5M
|
956K
$33.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
360KNew |
$9.31M - $11.2M
|
360K
$12.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
353K+ 1499.46% |
$9.14M - $11M
|
377K
$13.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
344K+ 89.67% |
$8.91M - $10.7M
|
728K
$25.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
318K+ 17.34% |
$8.24M - $9.9M
|
2.15M
$76.1M
|
|
|
Sep 05, 2023
Q4 2022
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
249KNew |
$6.44M - $7.74M
|
249K
$8.79M
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
246KNew |
$6.37M - $7.65M
|
246K
$8.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
223K+ 429.99% |
$5.77M - $6.93M
|
275K
$9.71M
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
207KNew |
$5.36M - $6.45M
|
207K
$7.33M
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
195K+ 726.65% |
$5.04M - $6.05M
|
221K
$7.82M
|
|
|
Jan 20, 2023
Q4 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
187KNew |
$4.83M - $5.8M
|
187K
$6.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
170K+ 7.35% |
$4.39M - $5.28M
|
2.48M
$87.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
169K+ 512.91% |
$4.37M - $5.25M
|
202K
$7.13M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
164K+ 55.87% |
$4.24M - $5.1M
|
457K
$16.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
161KNew |
$4.16M - $5M
|
161K
$5.68M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
160K+ 2525.06% |
$4.15M - $4.99M
|
167K
$5.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
156K+ 10.43% |
$4.04M - $4.86M
|
1.65M
$58.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
BUY
|
- |
153KNew |
$3.96M - $4.76M
|
153K
$5.41M
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
150KNew |
$3.87M - $4.65M
|
150K
$5.29M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
149K+ 26.61% |
$3.85M - $4.63M
|
708K
$25M
|
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
146KNew |
$3.77M - $4.53M
|
146K
$5.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
145K+ 68.11% |
$3.76M - $4.51M
|
358K
$12.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
134K+ 51.41% |
$3.46M - $4.16M
|
394K
$13.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
132K+ 16.3% |
$3.42M - $4.11M
|
943K
$33.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
105KNew |
$2.73M - $3.28M
|
105K
$3.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
98KNew |
$2.54M - $3.05M
|
98K
$3.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
97.7K+ 6.8% |
$2.53M - $3.04M
|
1.53M
$54.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
96KNew |
$2.48M - $2.98M
|
96K
$3.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
94.3KNew |
$2.44M - $2.93M
|
94.3K
$3.33M
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
92.9KNew |
$2.4M - $2.89M
|
92.9K
$3.28M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
92.6K+ 36.47% |
$2.4M - $2.88M
|
347K
$12.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
92.2KNew |
$2.39M - $2.87M
|
92.2K
$3.26M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
89.7K+ 50.7% |
$2.32M - $2.79M
|
267K
$9.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
87.2KNew |
$2.26M - $2.71M
|
87.2K
$3.08M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
86.6KNew |
$2.24M - $2.69M
|
86.6K
$3.06M
|