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 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
5.31K+ 4.01% |
$133K - $147K
|
138K
$4.19M
|
|
|
Oct 16, 2023
Q3 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
5.23K+ 12.17% |
$131K - $145K
|
48.2K
$1.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
5.23K+ 2.77% |
$130K - $145K
|
194K
$5.89M
|
|
|
Oct 15, 2024
Q3 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
5.01K+ 26.0% |
$125K - $139K
|
24.3K
$738K
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4.98K+ 55.17% |
$124K - $138K
|
14K
$426K
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
4.92K+ 6.14% |
$123K - $136K
|
85K
$2.58M
|
|
|
Oct 26, 2023
Q3 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
4.87K+ 9.92% |
$122K - $135K
|
54K
$1.64M
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
4.85K+ 14.93% |
$121K - $134K
|
37.3K
$1.14M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
4.61KNew |
$115K - $128K
|
4.61K
$140K
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4.38K+ 10.98% |
$109K - $121K
|
44.3K
$1.35M
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4.31K+ 37.7% |
$107K - $119K
|
15.7K
$478K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.08K+ 2.15% |
$102K - $113K
|
194K
$5.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.86K+ 30.21% |
$96.3K - $107K
|
16.6K
$505K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.65KNew |
$91.1K - $101K
|
3.65K
$111K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.22K+ 4409.59% |
$80.4K - $89.1K
|
3.29K
$100K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.12K+ 11.9% |
$77.9K - $86.4K
|
29.3K
$891K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.96K+ 5.45% |
$73.8K - $81.9K
|
57.2K
$1.74M
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.88K+ 30.12% |
$72K - $79.9K
|
12.5K
$379K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.86K+ 26.89% |
$71.4K - $79.2K
|
13.5K
$410K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.86K+ 5.28% |
$71.4K - $79.2K
|
57.1K
$1.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.76K+ 2.13% |
$69K - $76.5K
|
133K
$4.03M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.65K+ 0.69% |
$66.2K - $73.5K
|
389K
$11.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.64KNew |
$66K - $73.2K
|
2.64K
$80.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
2.42KNew |
$60.5K - $67K
|
2.42K
$73.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
2.35K+ 2.4% |
$58.8K - $65.2K
|
100K
$3.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.29K+ 17.08% |
$57.3K - $63.5K
|
15.7K
$478K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.02K+ 13.56% |
$50.5K - $56K
|
16.9K
$515K
|
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.9K+ 6.8% |
$47.4K - $52.5K
|
29.8K
$905K
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.79K+ 18.15% |
$44.8K - $49.6K
|
11.7K
$355K
|
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.77K+ 19.38% |
$44.1K - $48.9K
|
10.9K
$331K
|
|
|
Nov 15, 2023
Q3 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
1.76K+ 1.77% |
$44K - $48.8K
|
101K
$3.08M
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.65K+ 61.07% |
$41.1K - $45.6K
|
4.34K
$132K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.54K+ 8.41% |
$38.5K - $42.7K
|
19.9K
$604K
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
1.49K+ 4.03% |
$37.3K - $41.3K
|
38.5K
$1.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.29K+ 3.81% |
$32.2K - $35.7K
|
35.1K
$1.07M
|
|
|
Oct 18, 2023
Q3 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.22K+ 13.45% |
$30.4K - $33.8K
|
10.3K
$313K
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.14K+ 5.46% |
$28.4K - $31.5K
|
21.9K
$667K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.07K+ 41.84% |
$26.6K - $29.5K
|
3.62K
$110K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
998+ 1.75% |
$24.9K - $27.6K
|
58K
$1.76M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
763+ 0.99% |
$19.1K - $21.1K
|
77.9K
$2.37M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
690+ 5.65% |
$17.2K - $19.1K
|
12.9K
$392K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
591+ 6.92% |
$14.8K - $16.4K
|
9.13K
$277K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
591+ 6.92% |
$14.8K - $16.4K
|
9.13K
$277K
|
|
|
Nov 16, 2023
Q3 2023
|
Schubert & CO
|
BUY
|
- |
514+ 1.34% |
$12.8K - $14.2K
|
38.9K
$1.18M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
432New |
$10.8K - $12K
|
432
$13.1K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
389+ 69.71% |
$9.71K - $10.8K
|
947
$28.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
383+ 20.33% |
$9.56K - $10.6K
|
2.27K
$68.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
376New |
$9.39K - $10.4K
|
376
$11.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
317+ 2.35% |
$7.92K - $8.78K
|
13.8K
$420K
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
186New |
$4.64K - $5.15K
|
186
$5.65K
|