Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr Dimensional (DFSV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
4.06M+ 157.87% |
$101M - $112M
|
6.63M
$202M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3.59M+ 6537.58% |
$89.5M - $99.3M
|
3.64M
$111M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.42M+ 64154.79% |
$60.4M - $67M
|
2.42M
$73.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
703K+ 253.66% |
$17.6M - $19.5M
|
980K
$29.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
518K+ 53.63% |
$12.9M - $14.3M
|
1.48M
$45.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
494KNew |
$12.3M - $13.7M
|
494K
$15M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
352K+ 298.34% |
$8.8M - $9.75M
|
470K
$14.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
336KNew |
$8.39M - $9.3M
|
336K
$10.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
266KNew |
$6.64M - $7.36M
|
266K
$8.08M
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
219K+ 4.97% |
$5.47M - $6.07M
|
4.63M
$141M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
211K+ 13.93% |
$5.27M - $5.84M
|
1.72M
$52.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
160K+ 173.47% |
$4.01M - $4.44M
|
253K
$7.69M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
158K+ 13.11% |
$3.94M - $4.37M
|
1.36M
$41.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
152KNew |
$3.79M - $4.2M
|
152K
$4.61M
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
133K+ 15.56% |
$3.31M - $3.67M
|
985K
$29.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
126K+ 30.6% |
$3.15M - $3.49M
|
538K
$16.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
118K+ 10.85% |
$2.94M - $3.26M
|
1.2M
$36.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
108K+ 17.01% |
$2.69M - $2.98M
|
741K
$22.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
103K+ 12.76% |
$2.58M - $2.87M
|
914K
$27.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
103K+ 6.01% |
$2.58M - $2.86M
|
1.82M
$55.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
94.8K+ 17.13% |
$2.37M - $2.62M
|
648K
$19.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
85K+ 8.57% |
$2.12M - $2.35M
|
1.08M
$32.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
84.7K+ 41.7% |
$2.12M - $2.35M
|
288K
$8.75M
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
83KNew |
$2.07M - $2.3M
|
83K
$2.52M
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
78.7K+ 20.42% |
$1.97M - $2.18M
|
464K
$14.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
75.1K+ 30.25% |
$1.88M - $2.08M
|
323K
$9.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
74.4KNew |
$1.86M - $2.06M
|
74.4K
$2.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
72.3K+ 72.25% |
$1.81M - $2M
|
172K
$5.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
62.6K+ 18.88% |
$1.56M - $1.73M
|
394K
$12M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
61.9K+ 16.74% |
$1.54M - $1.71M
|
431K
$13.1M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
58K+ 31.19% |
$1.45M - $1.61M
|
244K
$7.42M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
54.8K+ 12.2% |
$1.37M - $1.52M
|
504K
$15.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
50.7K+ 12.76% |
$1.27M - $1.41M
|
448K
$13.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
49.7K+ 11.78% |
$1.24M - $1.38M
|
471K
$14.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
46.8K+ 6.85% |
$1.17M - $1.3M
|
730K
$22.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
45.1K+ 33.41% |
$1.13M - $1.25M
|
180K
$5.48M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
44.1K+ 31.4% |
$1.1M - $1.22M
|
184K
$5.61M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
41.9K+ 176.03% |
$1.05M - $1.16M
|
65.6K
$2M
|
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
38.1K+ 5.26% |
$950K - $1.05M
|
762K
$23.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
36.9K+ 43.08% |
$921K - $1.02M
|
123K
$3.73M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
36.5K+ 39.55% |
$912K - $1.01M
|
129K
$3.92M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
34.5K+ 9.99% |
$862K - $956K
|
380K
$11.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
34.3K+ 15.39% |
$856K - $949K
|
257K
$7.81M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
33.4K+ 59.29% |
$834K - $925K
|
89.7K
$2.73M
|
|
|
Oct 13, 2023
Q3 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
32.4K+ 4.93% |
$809K - $897K
|
689K
$20.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Jentner Corp
|
BUY
|
- |
31.5K+ 25.89% |
$785K - $871K
|
153K
$4.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
30.7K+ 15.82% |
$766K - $850K
|
225K
$6.83M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
30.4K+ 10.76% |
$758K - $841K
|
313K
$9.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
28.5K+ 44.4% |
$712K - $790K
|
92.8K
$2.82M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
27.8K+ 27.68% |
$694K - $770K
|
128K
$3.9M
|