Purchases and Sales Made in Q3 2022 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 Q3 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
Nov 14, 2022 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
912K
New
$19.9M - $23.9M
912K $27.7M
Nov 14, 2022 Q3 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
486K
New
$10.6M - $12.7M
486K $14.8M
Nov 01, 2022 Q3 2022
Jackson Thornton Asset Management, LLC

BUY
 -
482K
New
$10.5M - $12.6M
482K $14.7M
Nov 14, 2022 Q3 2022
Stordahl Capital Management, Inc.

BUY
 -
405K
+ 211.12%
$8.83M - $10.6M
598K $18.2M
Nov 08, 2022 Q3 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
261K
+ 5161.68%
$5.69M - $6.84M
266K $8.09M
Oct 25, 2022 Q3 2022
Balasa Dinverno & Foltz LLC

Itasca, IL
BUY
 -
244K
+ 46.27%
$5.31M - $6.39M
771K $23.5M
Nov 14, 2022 Q3 2022
Truepoint, Inc.

BUY
 -
232K
+ 30.71%
$5.04M - $6.06M
986K $30M
Oct 27, 2022 Q3 2022
Index Fund Advisors, Inc.

BUY
 -
216K
+ 141.02%
$4.71M - $5.67M
370K $11.2M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
182K
+ 947.7%
$3.96M - $4.76M
201K $6.11M
Oct 12, 2022 Q3 2022
Advisory Alpha, LLC

BUY
 -
100K
New
$2.18M - $2.63M
100K $3.05M
Nov 09, 2022 Q3 2022
Fure Financial Corp

Bloomington, MN
BUY
 -
88.7K
New
$1.93M - $2.32M
88.7K $2.7M
Nov 14, 2022 Q3 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
86.6K
New
$1.89M - $2.27M
86.6K $2.63M
Oct 19, 2022 Q3 2022
Evensky & Katz LLC

BUY
 -
74.7K
New
$1.63M - $1.95M
74.7K $2.27M
Nov 10, 2022 Q3 2022
Bank Of Montreal

Toronto, A6
BUY
 -
71.8K
+ 74.91%
$1.56M - $1.88M
168K $5.09M
Nov 09, 2022 Q3 2022
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
64.6K
+ 469.12%
$1.41M - $1.69M
78.4K $2.38M
Nov 14, 2022 Q3 2022
Total Wealth Planning, LLC

BUY
 -
62.3K
+ 127.39%
$1.36M - $1.63M
111K $3.38M
Oct 14, 2022 Q3 2022
Collective Family Office LLC

BUY
 -
49.4K
New
$1.07M - $1.29M
49.4K $1.5M
Nov 09, 2022 Q3 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
48.1K
+ 194.56%
$1.05M - $1.26M
72.8K $2.21M
Nov 08, 2022 Q3 2022
Brr Op Co, LLC

BUY
 -
44.9K
+ 52.64%
$977K - $1.17M
130K $3.96M
Nov 09, 2022 Q3 2022
Aveo Capital Partners, LLC

BUY
 -
42K
+ 15.98%
$914K - $1.1M
305K $9.26M
Oct 13, 2022 Q3 2022
Advisory Services & Investments, LLC

BUY
 -
39.9K
+ 32.27%
$869K - $1.04M
164K $4.97M
Nov 14, 2022 Q3 2022
Nwam LLC

Mercer Island, WA
BUY
 -
39.1K
+ 260.79%
$851K - $1.02M
54.1K $1.64M
Nov 09, 2022 Q3 2022
Chicago Partners Investment Group LLC

BUY
 -
32.7K
+ 34.56%
$711K - $855K
127K $3.87M
Nov 01, 2022 Q3 2022
Sterling Financial Planning, Inc.

BUY
 -
31.3K
+ 253.35%
$681K - $819K
43.6K $1.33M
Nov 10, 2022 Q3 2022
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
30.3K
+ 56.0%
$659K - $792K
84.3K $2.56M
Nov 10, 2022 Q3 2022
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
27.4K
New
$598K - $718K
27.4K $834K
Oct 12, 2022 Q3 2022
Sns Financial Group, LLC

BUY
 -
27.2K
+ 121.74%
$592K - $712K
49.6K $1.51M
Oct 27, 2022 Q3 2022
Keb Asset Management, LLC

Springfield, IL
BUY
 -
26.1K
New
$568K - $683K
26.1K $793K
Oct 28, 2022 Q3 2022
Better Wealth, LLC

BUY
 -
25.5K
+ 4.93%
$556K - $669K
544K $16.5M
Oct 12, 2022 Q3 2022
Soundmark Wealth Management, LLC

BUY
 -
25.3K
New
$551K - $662K
25.3K $769K
Nov 10, 2022 Q3 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
24.1K
New
$524K - $630K
24.1K $731K
Nov 09, 2022 Q3 2022
Liberty Capital Management, Inc.

BUY
 -
21.8K
New
$475K - $571K
21.8K $664K
Nov 03, 2022 Q3 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
21.4K
+ 33462.5%
$466K - $560K
21.5K $653K
Nov 03, 2022 Q3 2022
Equius Partners, Inc.

BUY
 -
21.3K
+ 31.86%
$464K - $558K
88.2K $2.68M
Nov 09, 2022 Q3 2022
American Investment Services, Inc.

BUY
 -
18.7K
+ 107.72%
$407K - $489K
36K $1.1M
Nov 15, 2022 Q3 2022
Monograph Wealth Advisors, LLC

BUY
 -
18.4K
New
$402K - $483K
18.4K $561K
Oct 12, 2022 Q3 2022
Evanson Asset Management, LLC

BUY
 -
17.8K
+ 21.2%
$389K - $467K
102K $3.1M
Nov 04, 2022 Q3 2022
Tortoise Investment Management, LLC

BUY
 -
14.8K
New
$322K - $387K
14.8K $450K
Nov 08, 2022 Q3 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
14.6K
+ 71.57%
$318K - $383K
35K $1.07M
Oct 06, 2022 Q3 2022
Krilogy Financial LLC

BUY
 -
13.5K
New
$293K - $353K
13.5K $410K
Oct 06, 2022 Q3 2022
Uma Financial Services, Inc.

BUY
 -
12.7K
New
$276K - $332K
12.7K $385K
Nov 14, 2022 Q3 2022
Investmark Advisory Group LLC

BUY
 -
12.6K
New
$273K - $329K
12.6K $382K
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
12.4K
+ 126.08%
$271K - $325K
22.3K $678K
Nov 01, 2022 Q3 2022
Mattern Wealth Management LLC

BUY
 -
12.2K
New
$266K - $319K
12.2K $371K
Nov 14, 2022 Q3 2022
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
12K
+ 1558.44%
$261K - $314K
12.8K $388K
Nov 14, 2022 Q3 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
10.5K
+ 53.63%
$230K - $276K
30.2K $919K
Nov 14, 2022 Q3 2022
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
10.3K
+ 67.04%
$225K - $270K
25.7K $781K
Nov 07, 2022 Q3 2022
Roberts Glore & CO Inc

Deerfield, IL
BUY
 -
9.95K
New
$217K - $260K
9.95K $302K
Oct 26, 2022 Q3 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
9.56K
+ 751.22%
$208K - $250K
10.8K $329K

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