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 14, 2023
Q4 2022
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
85.6K+ 8.15% |
$2.22M - $2.66M
|
1.14M
$40.1M
|
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
85.5KNew |
$2.21M - $2.66M
|
85.5K
$3.02M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
79.1K+ 17.81% |
$2.05M - $2.46M
|
523K
$18.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
76.1KNew |
$1.97M - $2.37M
|
76.1K
$2.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
70.4K+ 56.62% |
$1.82M - $2.19M
|
195K
$6.88M
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
66.3KNew |
$1.72M - $2.06M
|
66.3K
$2.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
65.2KNew |
$1.69M - $2.03M
|
65.2K
$2.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Resource Consulting Group Inc
|
BUY
|
- |
63.4K+ 2.85% |
$1.64M - $1.97M
|
2.29M
$80.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
62.1K+ 8.31% |
$1.61M - $1.93M
|
809K
$28.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
61.7KNew |
$1.6M - $1.92M
|
61.7K
$2.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
61.6K+ 28.26% |
$1.6M - $1.92M
|
280K
$9.89M
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
60.2K+ 17.46% |
$1.56M - $1.87M
|
405K
$14.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
56.7K+ 8.28% |
$1.47M - $1.76M
|
742K
$26.2M
|
|
|
Feb 23, 2023
Q4 2022
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
55.6KNew |
$1.44M - $1.73M
|
55.6K
$1.97M
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
49.9K+ 80.27% |
$1.29M - $1.55M
|
112K
$3.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
47.8K+ 57.67% |
$1.24M - $1.49M
|
131K
$4.62M
|
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
46.5KNew |
$1.2M - $1.44M
|
46.5K
$1.64M
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
44.3K+ 5.42% |
$1.15M - $1.38M
|
861K
$30.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
44.1K+ 344.99% |
$1.14M - $1.37M
|
56.9K
$2.01M
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
43.5K+ 96.46% |
$1.13M - $1.35M
|
88.6K
$3.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
42.7K+ 25.87% |
$1.11M - $1.33M
|
208K
$7.34M
|
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
42KNew |
$1.09M - $1.31M
|
42K
$1.48M
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
41.5K+ 8.94% |
$1.07M - $1.29M
|
505K
$17.9M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
41.4K+ 19.17% |
$1.07M - $1.29M
|
257K
$9.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
40.2KNew |
$1.04M - $1.25M
|
40.2K
$1.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
38.8K+ 27.5% |
$1M - $1.21M
|
180K
$6.36M
|
|
|
Jan 17, 2023
Q4 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
37.7K+ 15.63% |
$976K - $1.17M
|
279K
$9.86M
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
36.1KNew |
$934K - $1.12M
|
36.1K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
35.2KNew |
$911K - $1.09M
|
35.2K
$1.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.9K+ 5.23% |
$851K - $1.02M
|
662K
$23.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
32.7KNew |
$846K - $1.02M
|
32.7K
$1.15M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
30.4KNew |
$786K - $945K
|
30.4K
$1.07M
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
29.9K+ 12.78% |
$775K - $931K
|
264K
$9.33M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
29.7KNew |
$770K - $925K
|
29.7K
$1.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
29.4KNew |
$761K - $915K
|
29.4K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
28.5KNew |
$739K - $888K
|
28.5K
$1.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
27.2K+ 25.78% |
$705K - $847K
|
133K
$4.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
26.9K+ 7.14% |
$697K - $838K
|
404K
$14.3M
|
|
|
Apr 28, 2023
Q4 2022
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
25.9KNew |
$670K - $805K
|
25.9K
$915K
|
|
|
Jan 12, 2023
Q4 2022
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
25.9K+ 184.3% |
$670K - $805K
|
39.9K
$1.41M
|
|
|
Feb 10, 2023
Q4 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
25.5K+ 440.66% |
$660K - $793K
|
31.3K
$1.11M
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
25.3K+ 3.66% |
$656K - $788K
|
718K
$25.4M
|
|
|
Jul 03, 2024
Q4 2022
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
25.2KNew |
$653K - $784K
|
25.2K
$891K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24.3K+ 14.66% |
$628K - $755K
|
190K
$6.71M
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
22.6KNew |
$585K - $703K
|
22.6K
$799K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
22.6K+ 11.83% |
$584K - $702K
|
213K
$7.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
21.7KNew |
$561K - $674K
|
21.7K
$766K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
21.6KNew |
$558K - $671K
|
21.6K
$762K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
20.2K+ 4.4% |
$524K - $630K
|
480K
$17M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.2K+ 68.01% |
$524K - $629K
|
50K
$1.77M
|