Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr Dimensional (DFSV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.68% |
$23.2 - $25.7
|
147
$4.67K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-41- 0.45% |
$950 - $1.05K
|
9.11K
$289K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-183- 19.04% |
$4.24K - $4.7K
|
778
$24.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-429- 1.66% |
$9.94K - $11K
|
25.4K
$807K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-570- 0.64% |
$13.2K - $14.6K
|
88.9K
$2.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-732- 1.23% |
$17K - $18.8K
|
58.9K
$1.87M
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-875- 1.6% |
$20.3K - $22.5K
|
53.7K
$1.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-996- 2.45% |
$23.1K - $25.6K
|
39.6K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.28K- 0.4% |
$29.6K - $32.8K
|
318K
$10.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.94K- 5.75% |
$45K - $50K
|
31.9K
$1.01M
|
|
|
Jul 24, 2023
Q2 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-2.73K- 17.66% |
$63.3K - $70.2K
|
12.7K
$404K
|
|
|
Jul 14, 2023
Q2 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-3.46K- 3.41% |
$80.2K - $88.9K
|
98.1K
$3.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-4.33K- 27.54% |
$100K - $111K
|
11.4K
$362K
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-5.86K- 7.59% |
$136K - $151K
|
71.3K
$2.26M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-7.31K- 35.11% |
$169K - $188K
|
13.5K
$429K
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-7.35K- 42.25% |
$170K - $189K
|
10K
$319K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.59K- 6.04% |
$176K - $195K
|
118K
$3.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-10K- 34.36% |
$232K - $257K
|
19.1K
$606K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.8K- 87.54% |
$249K - $276K
|
1.53K
$48.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-12.5K- 56.38% |
$289K - $320K
|
9.63K
$306K
|
|
|
Jul 27, 2023
Q2 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-18.3K- 15.51% |
$424K - $470K
|
99.7K
$3.17M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.1K- 27.74% |
$442K - $490K
|
49.7K
$1.58M
|
|
|
Aug 08, 2023
Q2 2023
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-27.1K- 51.78% |
$629K - $697K
|
25.3K
$802K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-27.3K- 49.91% |
$632K - $702K
|
27.4K
$870K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-27.3K- 6.94% |
$633K - $702K
|
367K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-31.7K- 99.81% |
$734K - $814K
|
61
$1.94K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
SELL
|
- |
-36.3K- 4.88% |
$842K - $934K
|
707K
$22.5M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-67.9K- 6.31% |
$1.57M - $1.75M
|
1.01M
$32M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-81K- 13.9% |
$1.88M - $2.08M
|
502K
$15.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-87.3K- 61.41% |
$2.02M - $2.24M
|
54.8K
$1.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-345K- 60.03% |
$7.99M - $8.86M
|
230K
$7.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-439K- 88.99% |
$10.2M - $11.3M
|
54.3K
$1.73M
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-3.04M- 54.17% |
$70.4M - $78.1M
|
2.57M
$81.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-6.1M- 98.08% |
$141M - $157M
|
120K
$3.8M
|