Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr Dimensional (DFSV)

DFSV Quotes by TradingView

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 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
34.7K
+ 32.94%
$823K - $981K
140K $4.45M
Apr 19, 2023 Q1 2023
Ritholtz Wealth Management

BUY
 -
32.9K
+ 2.13%
$781K - $931K
1.58M $50.1M
May 09, 2023 Q1 2023
Wealth Dimensions Group, Ltd.

BUY
 -
29.9K
+ 43.9%
$711K - $848K
98.2K $3.12M
Apr 27, 2023 Q1 2023
Heirloom Wealth Management

Greenwood Village, CO
BUY
 -
29.2K
New
$693K - $826K
29.2K $929K
Apr 10, 2023 Q1 2023
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
25.9K
+ 175.54%
$614K - $732K
40.6K $1.29M
Feb 02, 2024 Q1 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
24.7K
+ 252.38%
$586K - $699K
34.5K $1.1M
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
24.5K
+ 264.51%
$582K - $695K
33.8K $1.08M
May 09, 2023 Q1 2023
Team Hewins, LLC

Redwood City, CA
BUY
 -
24.1K
+ 85.44%
$573K - $683K
52.4K $1.67M
Apr 28, 2023 Q1 2023
Sns Financial Group, LLC

BUY
 -
23.6K
+ 50.69%
$559K - $667K
70K $2.23M
May 03, 2023 Q1 2023
Sterling Financial Planning, Inc.

BUY
 -
23.6K
+ 43.22%
$559K - $667K
78K $2.48M
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
21.7K
New
$514K - $614K
21.7K $690K
Apr 04, 2023 Q1 2023
Garrett Investment Advisors LLC

BUY
 -
21.4K
+ 20.48%
$507K - $605K
126K $4M
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

BUY
 -
20.8K
New
$494K - $590K
20.8K $663K
May 02, 2023 Q1 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
19.1K
+ 48.47%
$454K - $542K
58.6K $1.87M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
18.3K
+ 17.03%
$434K - $518K
126K $4M
May 12, 2023 Q1 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
17K
+ 45.09%
$404K - $481K
54.7K $1.74M
Oct 16, 2023 Q1 2023
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
16.2K
+ 157.65%
$384K - $458K
26.4K $841K
Apr 19, 2023 Q1 2023
Better Wealth, LLC

BUY
 -
15.6K
+ 2.73%
$370K - $441K
587K $18.7M
May 05, 2023 Q1 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
15.2K
+ 80.29%
$361K - $431K
34.2K $1.09M
May 12, 2023 Q1 2023
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
14.8K
New
$352K - $420K
14.8K $472K
May 15, 2023 Q1 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
14.6K
+ 4.79%
$347K - $414K
320K $10.2M
Apr 17, 2023 Q1 2023
Annapolis Financial Services, LLC

BUY
 -
13.6K
+ 515.47%
$323K - $385K
16.2K $516K
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
13.5K
New
$320K - $382K
13.5K $429K
Apr 17, 2023 Q1 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
13.5K
+ 7.98%
$320K - $381K
182K $5.8M
May 15, 2023 Q1 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
12.8K
+ 19.61%
$303K - $362K
77.9K $2.48M
May 12, 2023 Q1 2023
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
12.7K
New
$301K - $359K
12.7K $403K
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
12.3K
New
$292K - $348K
12.3K $391K
Jul 06, 2023 Q1 2023
Awm Capital, LLC

BUY
 -
12.1K
New
$288K - $344K
12.1K $386K
Apr 17, 2023 Q1 2023
Gemmer Asset Management LLC

BUY
 -
11.9K
New
$282K - $336K
11.9K $378K
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
11.2K
New
$265K - $316K
11.2K $355K
May 15, 2023 Q1 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
11K
+ 28.05%
$261K - $311K
50.1K $1.59M
Apr 10, 2023 Q1 2023
Soundmark Wealth Management, LLC

BUY
 -
10.9K
+ 28.51%
$259K - $308K
49.1K $1.56M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
10.9K
+ 29.04%
$258K - $308K
48.3K $1.54M
Apr 20, 2023 Q1 2023
Melfa Wealth Management, LLC

Westborough, MA
BUY
 -
10.8K
+ 68.11%
$257K - $307K
26.7K $851K
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
10.7K
+ 37.72%
$254K - $303K
39K $1.24M
Apr 07, 2023 Q1 2023
Mission Wealth Management, LP

BUY
 -
10.2K
New
$243K - $290K
10.2K $326K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
10K
+ 51.19%
$239K - $284K
29.7K $944K
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
9.86K
New
$234K - $279K
9.86K $314K
Apr 17, 2023 Q1 2023
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
9.47K
New
$225K - $268K
9.47K $301K
Apr 24, 2023 Q1 2023
Joel Isaacson & Co., LLC

BUY
 -
9.4K
New
$223K - $266K
9.4K $299K
May 02, 2023 Q1 2023
Advisory Alpha, LLC

BUY
 -
8.9K
+ 7.73%
$211K - $252K
124K $3.94M
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
8.7K
New
$206K - $246K
8.7K $277K
Apr 24, 2023 Q1 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
8.48K
+ 91.45%
$201K - $240K
17.7K $565K
Apr 17, 2023 Q1 2023
Abacus Planning Group, Inc.

BUY
 -
8.44K
New
$200K - $239K
8.44K $268K
May 09, 2023 Q1 2023
25 LLC

St. Louis, MO
BUY
 -
8.43K
New
$200K - $239K
8.43K $268K
Apr 14, 2023 Q1 2023
Asset Management Corp

BUY
 -
8.16K
New
$194K - $231K
8.16K $260K
Apr 26, 2023 Q1 2023
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
8.03K
+ 4.49%
$191K - $227K
187K $5.94M
May 08, 2023 Q1 2023
Cahill Wealth Management, LLC

Portage, MI
BUY
 -
6.76K
+ 3.9%
$160K - $191K
180K $5.72M
May 03, 2023 Q1 2023
Keb Asset Management, LLC

Springfield, IL
BUY
 -
6.6K
+ 8.99%
$157K - $187K
80K $2.55M

Track Institutional and Insider Activities on DFSV

Follow DIMENSIONAL ETF TR DIMENSIONAL and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells DFSV shares.

Notify only if

Insider Trading

Get notified when an Dimensional ETF Tr Dimensional insider buys or sells DFSV shares.

Notify only if

News

Receive news related to DIMENSIONAL ETF TR DIMENSIONAL

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on DFSV