Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr Dimensional (DFSV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSV) during Q1 2023. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR DIMENSIONAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
794KNew |
$18.8M - $22.5M
|
794K
$26M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
583KNew |
$13.8M - $16.5M
|
583K
$19.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
564KNew |
$13.4M - $16M
|
564K
$18.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Retirement Solution Inc.
|
BUY
|
- |
561KNew |
$13.3M - $15.9M
|
561K
$18.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
533K+ 14.26% |
$12.7M - $15.1M
|
4.27M
$140M
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
510KNew |
$12.1M - $14.5M
|
510K
$16.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
410K+ 169.42% |
$9.72M - $11.6M
|
651K
$21.3M
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
334KNew |
$7.93M - $9.46M
|
334K
$10.9M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
301KNew |
$7.15M - $8.52M
|
301K
$9.86M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
301KNew |
$7.15M - $8.52M
|
301K
$9.86M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
289KNew |
$6.86M - $8.18M
|
289K
$9.46M
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
287KNew |
$6.82M - $8.13M
|
287K
$9.4M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
263KNew |
$6.25M - $7.45M
|
263K
$8.62M
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
211KNew |
$5M - $5.97M
|
211K
$6.91M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
172K+ 16.55% |
$4.08M - $4.87M
|
1.21M
$39.7M
|
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
163KNew |
$3.87M - $4.61M
|
163K
$5.34M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
157K+ 8593.39% |
$3.74M - $4.45M
|
159K
$5.21M
|
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
155K+ 435.94% |
$3.68M - $4.39M
|
190K
$6.24M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
144K+ 3680.18% |
$3.42M - $4.07M
|
148K
$4.84M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
140K+ 41.79% |
$3.33M - $3.97M
|
476K
$15.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
138K+ 23.57% |
$3.29M - $3.92M
|
726K
$23.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
119K+ 66.64% |
$2.82M - $3.36M
|
297K
$9.71M
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
117K+ 47.52% |
$2.79M - $3.32M
|
364K
$11.9M
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
84.1K+ 105.87% |
$2M - $2.38M
|
164K
$5.36M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
66.6K+ 18.3% |
$1.58M - $1.89M
|
431K
$14.1M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
65.7K+ 29.98% |
$1.56M - $1.86M
|
285K
$9.34M
|
|
|
Apr 27, 2023
Q1 2023
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
62K+ 14.9% |
$1.47M - $1.75M
|
478K
$15.7M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
60.7K+ 145.55% |
$1.44M - $1.72M
|
102K
$3.35M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
60.5K+ 11.78% |
$1.44M - $1.71M
|
574K
$18.8M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
59.6KNew |
$1.42M - $1.69M
|
59.6K
$1.95M
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
57.7K+ 425.51% |
$1.37M - $1.63M
|
71.2K
$2.33M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
56.8KNew |
$1.35M - $1.61M
|
56.8K
$1.86M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
51.9K+ 23.9% |
$1.23M - $1.47M
|
269K
$8.81M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
51.5K+ 30.41% |
$1.22M - $1.46M
|
221K
$7.24M
|
|
|
May 04, 2023
Q1 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
49.9K+ 46.02% |
$1.18M - $1.41M
|
158K
$5.19M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
47.1K+ 98.42% |
$1.12M - $1.33M
|
95K
$3.11M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
46.5K+ 208.63% |
$1.1M - $1.32M
|
68.7K
$2.25M
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
44.7K+ 35.39% |
$1.06M - $1.27M
|
171K
$5.6M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
44.1K+ 530.33% |
$1.05M - $1.25M
|
52.4K
$1.72M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
43.5KNew |
$1.03M - $1.23M
|
43.5K
$1.42M
|
|
|
May 04, 2023
Q1 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
43.1K+ 6.73% |
$1.02M - $1.22M
|
684K
$22.4M
|
|
|
May 15, 2023
Q1 2023
|
Jentner Corp
|
BUY
|
- |
41K+ 76.45% |
$973K - $1.16M
|
94.6K
$3.1M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
39.9KNew |
$948K - $1.13M
|
39.9K
$1.31M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
39.5K+ 24.7% |
$938K - $1.12M
|
199K
$6.53M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
38.8K+ 37.49% |
$920K - $1.1M
|
142K
$4.66M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
37.6KNew |
$892K - $1.06M
|
37.6K
$1.23M
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
37.2KNew |
$884K - $1.05M
|
37.2K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
36.7K+ 7.32% |
$872K - $1.04M
|
538K
$17.6M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
36.6K+ 19.7% |
$870K - $1.04M
|
223K
$7.29M
|
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
36.5K+ 15.02% |
$867K - $1.03M
|
280K
$9.16M
|