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 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1.18K- 3.08% |
$28K - $33.3K
|
37.1K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.26K- 0.13% |
$30K - $35.8K
|
990K
$32.4M
|
|
|
Sep 05, 2023
Q1 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-1.31K- 3.3% |
$31.1K - $37.1K
|
38.4K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.34K- 99.78% |
$31.8K - $37.9K
|
3
$98.3
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.43K- 42.21% |
$33.9K - $40.4K
|
1.96K
$64K
|
|
|
May 26, 2023
Q1 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-2.51K- 2.08% |
$59.6K - $71.1K
|
118K
$3.87M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.59K- 96.93% |
$61.4K - $73.2K
|
82
$2.69K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-4.66K- 4.95% |
$111K - $132K
|
89.5K
$2.93M
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-4.83K- 5.9% |
$115K - $137K
|
77.2K
$2.53M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-6.64K- 43.81% |
$158K - $188K
|
8.52K
$279K
|
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-9.21K- 91.1% |
$219K - $261K
|
899
$29.5K
|
|
|
Aug 03, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-14.8K- 2.68% |
$352K - $420K
|
538K
$17.6M
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-17.2K- 4.19% |
$409K - $487K
|
394K
$12.9M
|
|
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-21.4KClosed |
$509K - $607K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-24.3K- 43.35% |
$577K - $688K
|
31.7K
$1.04M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-26.2K- 46.88% |
$622K - $741K
|
29.7K
$972K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-26.8K- 78.23% |
$636K - $758K
|
7.45K
$244K
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-42.4K- 58.28% |
$1.01M - $1.2M
|
30.4K
$995K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-47.2K- 0.75% |
$1.12M - $1.34M
|
6.22M
$204M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-53.4K- 6.7% |
$1.27M - $1.51M
|
744K
$24.4M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-254K- 46.87% |
$6.02M - $7.18M
|
287K
$9.42M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-475K- 49.05% |
$11.3M - $13.5M
|
494K
$16.2M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-551K- 87.81% |
$13.1M - $15.6M
|
76.6K
$2.51M
|