Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr (DFIV)

DFIV Quotes by TradingView

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
Jan 25, 2023 Q4 2022
Shufro Rose & CO LLC

BUY
 -
6.84K
New
$177K - $213K
6.84K $242K
Jan 11, 2023 Q4 2022
Verity Wealth Advisors

BUY
 -
6.77K
New
$175K - $211K
6.77K $239K
Feb 07, 2023 Q4 2022
Nwam LLC

Mercer Island, WA
BUY
 -
6.64K
+ 26.43%
$172K - $206K
31.7K $1.12M
Jan 19, 2023 Q4 2022
Stratos Wealth Partners, Ltd.

BUY
 -
6.55K
+ 9.14%
$169K - $204K
78.2K $2.76M
Jan 25, 2023 Q4 2022
Uma Financial Services, Inc.

BUY
 -
6.55K
New
$169K - $204K
6.55K $231K
Feb 14, 2023 Q4 2022
Morgan Stanley

New York, NY
BUY
 -
5.87K
+ 37.4%
$152K - $183K
21.6K $762K
Jan 20, 2023 Q4 2022
Stone Point Wealth LLC

BUY
 -
5.59K
+ 8.52%
$145K - $174K
71.2K $2.52M
Jan 09, 2023 Q4 2022
Bromfield Sneider Wealth Advisors

BUY
 -
5.55K
New
$144K - $173K
5.55K $196K
Feb 07, 2023 Q4 2022
Addison Advisors LLC

BUY
 -
5.51K
+ 26.52%
$142K - $171K
26.3K $928K
Feb 03, 2023 Q4 2022
Spire Wealth Management

BUY
 -
5.43K
+ 7.83%
$141K - $169K
74.8K $2.64M
Feb 07, 2023 Q4 2022
Dopkins Wealth Management, LLC

BUY
 -
5.05K
+ 1.51%
$131K - $157K
339K $12M
Jan 26, 2023 Q4 2022
Lauterbach Financial Advisors, LLC

BUY
 -
4.84K
+ 1.76%
$125K - $151K
280K $9.91M
Feb 06, 2023 Q4 2022
Keb Asset Management, LLC

Springfield, IL
BUY
 -
4.75K
+ 0.7%
$123K - $148K
680K $24M
Feb 14, 2023 Q4 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
4.66K
+ 5.45%
$121K - $145K
90.2K $3.19M
Feb 13, 2023 Q4 2022
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
4.56K
+ 58.4%
$118K - $142K
12.4K $437K
Feb 01, 2023 Q4 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
4.54K
+ 2.77%
$118K - $141K
169K $5.96M
Feb 03, 2023 Q4 2022
Regions Financial Corp

BUY
 -
4.47K
+ 6.59%
$116K - $139K
72.2K $2.55M
Jan 19, 2023 Q4 2022
Quent Capital, LLC

BUY
 -
4.32K
+ 2.3%
$112K - $134K
192K $6.8M
Feb 14, 2023 Q4 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
4.15K
+ 7.08%
$107K - $129K
62.8K $2.22M
Feb 09, 2023 Q4 2022
Mai Capital Management

BUY
 -
3.93K
+ 12.28%
$102K - $122K
35.9K $1.27M
Feb 10, 2023 Q4 2022
First Western Trust Bank

Denver, CO
BUY
 -
3.82K
+ 13.74%
$99K - $119K
31.7K $1.12M
Jan 23, 2023 Q4 2022
Lex Aurum Advisors, LLC

BUY
 -
3.73K
+ 34.24%
$96.5K - $116K
14.6K $517K
Feb 15, 2023 Q4 2022
True Wealth Design, LLC

Akron, OH
BUY
 -
3.41K
New
$88.2K - $106K
3.41K $120K
Feb 10, 2023 Q4 2022
M Financial Asset Management, Inc.

Portland, OR
BUY
 -
3.06K
+ 2.28%
$79.1K - $95K
137K $4.85M
Feb 07, 2023 Q4 2022
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
3K
+ 26.91%
$77.6K - $93.3K
14.2K $500K
Jan 24, 2023 Q4 2022
Pinnacle Bancorp, Inc.

BUY
 -
2.94K
+ 85.08%
$76K - $91.3K
6.39K $226K
Jan 26, 2023 Q4 2022
Alesco Advisors LLC

Pittsford, NY
BUY
 -
2.9K
+ 20.01%
$74.9K - $90K
17.4K $614K
Jan 18, 2023 Q4 2022
Private Trust CO Na

BUY
 -
2.66K
New
$68.7K - $82.6K
2.66K $93.9K
Jan 17, 2023 Q4 2022
Five Oceans Advisors

BUY
 -
2.49K
+ 10.72%
$64.4K - $77.4K
25.7K $908K
Feb 14, 2023 Q4 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
2.41K
+ 0.22%
$62.4K - $75K
1.1M $38.9M
May 31, 2023 Q4 2022
Abacus Wealth Partners, LLC

Santa Monica, CA
BUY
 -
2.32K
+ 6.66%
$59.9K - $72K
37.1K $1.31M
Jan 23, 2023 Q4 2022
Foster Group, Inc.

BUY
 -
2.31K
+ 0.12%
$59.7K - $71.7K
1.99M $70.2M
Jan 19, 2023 Q4 2022
Asset Dedication, LLC

BUY
 -
2.26K
+ 13.44%
$58.4K - $70.1K
19K $673K
Oct 12, 2023 Q4 2022
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
2.24K
+ 24.33%
$58K - $69.7K
11.4K $404K
Feb 06, 2023 Q4 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
2.13K
+ 1.24%
$55K - $66.1K
173K $6.11M
Jan 24, 2023 Q4 2022
Harbor Investment Advisory, LLC

BUY
 -
2K
New
$51.8K - $62.2K
2K $70.7K
Jan 30, 2023 Q4 2022
Hemington Wealth Management

BUY
 -
2K
+ 12.1%
$51.7K - $62.2K
18.5K $654K
Feb 13, 2023 Q4 2022
Parkside Financial Bank & Trust

BUY
 -
1.95K
New
$50.4K - $60.6K
1.95K $68.8K
Feb 17, 2023 Q4 2022
Truist Financial Corp

BUY
 -
1.87K
+ 21.62%
$48.3K - $58K
10.5K $371K
Feb 14, 2023 Q4 2022
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
1.8K
New
$46.5K - $55.9K
1.8K $63.5K
Feb 08, 2023 Q4 2022
Seven Springs Wealth Group, LLC

BUY
 -
1.61K
+ 3.58%
$41.6K - $50K
46.6K $1.65M
Feb 13, 2023 Q4 2022
Jfs Wealth Advisors, LLC

BUY
 -
1.57K
+ 2.82%
$40.7K - $48.9K
57.3K $2.03M
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
1.57K
New
$40.7K - $48.9K
1.57K $55.6K
Feb 09, 2023 Q4 2022
Greenspring Advisors, LLC

BUY
 -
1.24K
+ 11.92%
$32.1K - $38.6K
11.6K $411K
Jan 11, 2023 Q4 2022
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
1.11K
New
$28.6K - $34.4K
1.11K $39.1K
Feb 01, 2023 Q4 2022
Financial Advisory Service, Inc.

BUY
 -
1.02K
New
$26.4K - $31.7K
1.02K $36K
Feb 14, 2023 Q4 2022
Jt Stratford LLC

Gainesville, GA
BUY
 -
906
+ 7.62%
$23.4K - $28.2K
12.8K $452K
Jan 24, 2023 Q4 2022
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
890
+ 1.62%
$23K - $27.7K
55.8K $1.97M
Feb 09, 2023 Q4 2022
Financial Futures LTD Liability Co.

BUY
 -
843
+ 0.94%
$21.8K - $26.2K
90.1K $3.18M

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