Purchases and Sales Made in Q2 2022 in Dimensional ETF Tr Dimensional (DFSV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSV) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
5.75MNew |
$128M - $150M
|
5.75M
$175M
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
754KNew |
$16.7M - $19.7M
|
754K
$22.9M
|
|
|
Jul 29, 2022
Q2 2022
|
Better Wealth, LLC
|
BUY
|
- |
518KNew |
$11.5M - $13.6M
|
518K
$15.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
503K+ 2079.92% |
$11.2M - $13.2M
|
527K
$16M
|
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
393KNew |
$8.72M - $10.3M
|
393K
$12M
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
203K+ 341.45% |
$4.51M - $5.32M
|
263K
$7.99M
|
|
|
Aug 04, 2022
Q2 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
192KNew |
$4.26M - $5.02M
|
192K
$5.84M
|
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
139KNew |
$3.08M - $3.64M
|
139K
$4.23M
|
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
129K+ 535.66% |
$2.87M - $3.38M
|
154K
$4.67M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisory Services & Investments, LLC
|
BUY
|
- |
124KNew |
$2.74M - $3.23M
|
124K
$3.76M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
95K+ 11902.76% |
$2.11M - $2.48M
|
95.8K
$2.91M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
94.5KNew |
$2.1M - $2.47M
|
94.5K
$2.87M
|
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
BUY
|
- |
85.3KNew |
$1.89M - $2.23M
|
85.3K
$2.59M
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
73.1K+ 663.0% |
$1.62M - $1.91M
|
84.2K
$2.56M
|
|
|
Jul 28, 2022
Q2 2022
|
Equius Partners, Inc.
|
BUY
|
- |
57.4K+ 603.47% |
$1.27M - $1.5M
|
66.9K
$2.03M
|
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
54KNew |
$1.2M - $1.41M
|
54K
$1.64M
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
53.8KNew |
$1.19M - $1.41M
|
53.8K
$1.64M
|
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
48.9KNew |
$1.08M - $1.28M
|
48.9K
$1.49M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
44.8KNew |
$995K - $1.17M
|
44.8K
$1.36M
|
|
|
Aug 11, 2023
Q2 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
43.6KNew |
$967K - $1.14M
|
43.6K
$1.33M
|
|
|
Aug 15, 2022
Q2 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
38.1KNew |
$845K - $996K
|
38.1K
$1.16M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25.8KNew |
$572K - $674K
|
25.8K
$784K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
24.7KNew |
$548K - $647K
|
24.7K
$752K
|
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
22.4KNew |
$496K - $585K
|
22.4K
$680K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
21.2K+ 1574.67% |
$470K - $554K
|
22.5K
$685K
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
20.4KNew |
$453K - $534K
|
20.4K
$621K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.7KNew |
$436K - $515K
|
19.7K
$598K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.2KNew |
$426K - $502K
|
19.2K
$584K
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
18.1KNew |
$402K - $474K
|
18.1K
$550K
|
|
|
Aug 02, 2022
Q2 2022
|
American Investment Services, Inc.
|
BUY
|
- |
17.4KNew |
$385K - $454K
|
17.4K
$527K
|
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
BUY
|
- |
15.5KNew |
$344K - $406K
|
15.5K
$471K
|
|
|
Aug 09, 2022
Q2 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
15.4KNew |
$341K - $403K
|
15.4K
$468K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15KNew |
$332K - $392K
|
15K
$456K
|
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
13.8KNew |
$305K - $360K
|
13.8K
$419K
|
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
BUY
|
- |
12.5KNew |
$278K - $328K
|
12.5K
$381K
|
|
|
Jul 27, 2022
Q2 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
12.3KNew |
$274K - $323K
|
12.3K
$375K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.1KNew |
$247K - $291K
|
11.1K
$338K
|
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
11.1KNew |
$245K - $289K
|
11.1K
$336K
|
|
|
Jul 25, 2022
Q2 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
10.9KNew |
$241K - $284K
|
10.9K
$330K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.5KNew |
$232K - $274K
|
10.5K
$318K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.86KNew |
$219K - $258K
|
9.86K
$300K
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.89K+ 133.39% |
$64.1K - $75.7K
|
5.06K
$154K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.32KNew |
$51.5K - $60.7K
|
2.32K
$70.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.88KNew |
$41.8K - $49.3K
|
1.88K
$57.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.27KNew |
$28.2K - $33.3K
|
1.27K
$38.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
770New |
$17.1K - $20.1K
|
770
$23.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
660New |
$14.6K - $17.3K
|
660
$20.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
655+ 346.56% |
$14.5K - $17.1K
|
844
$25.7K
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
445New |
$9.87K - $11.6K
|
445
$13.5K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
155+ 2.3% |
$3.44K - $4.05K
|
6.9K
$210K
|