Purchases and Sales Made in Q4 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 Q4 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
Oct 12, 2023 Q4 2022
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
8.52K
New
$191K - $225K
8.52K $269K
Feb 14, 2023 Q4 2022
Mariner, LLC

Overland Park, KS
BUY
 -
8.32K
New
$187K - $220K
8.32K $262K
Jan 23, 2023 Q4 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
8.12K
+ 74.92%
$182K - $215K
19K $598K
Jan 25, 2023 Q4 2022
Uma Financial Services, Inc.

BUY
 -
7.7K
+ 60.69%
$173K - $204K
20.4K $643K
Jan 12, 2023 Q4 2022
Evensky & Katz LLC

BUY
 -
7.33K
+ 9.81%
$165K - $194K
82K $2.59M
Feb 13, 2023 Q4 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
7.24K
+ 23.95%
$163K - $192K
37.5K $1.18M
Feb 03, 2023 Q4 2022
Tortoise Investment Management, LLC

BUY
 -
6.15K
+ 41.58%
$138K - $163K
21K $661K
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
5.72K
+ 34.54%
$128K - $151K
22.3K $703K
Feb 10, 2023 Q4 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
5.62K
New
$126K - $149K
5.62K $177K
Jan 19, 2023 Q4 2022
Quent Capital, LLC

BUY
 -
5.28K
+ 618.38%
$119K - $140K
6.14K $194K
Feb 01, 2023 Q4 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
4.32K
+ 20.11%
$97K - $114K
25.8K $814K
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
3.91K
New
$87.9K - $103K
3.91K $123K
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
3.38K
New
$76K - $89.5K
3.38K $107K
Feb 09, 2023 Q4 2022
Advisory Services & Investments, LLC

BUY
 -
2.78K
+ 1.7%
$62.5K - $73.6K
166K $5.25M
Jan 20, 2023 Q4 2022
Annapolis Financial Services, LLC

BUY
 -
2.64K
New
$59.3K - $69.8K
2.64K $83.2K
Jan 30, 2023 Q4 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
2.26K
+ 38.44%
$50.7K - $59.7K
8.12K $256K
Jan 18, 2023 Q4 2022
Private Trust CO Na

BUY
 -
2.23K
New
$50K - $58.9K
2.23K $70.2K
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

BUY
 -
2.1K
+ 370.72%
$47.2K - $55.6K
2.67K $84.2K
Feb 15, 2023 Q4 2022
Cerity Partners LLC

New York, NY
BUY
 -
1.83K
New
$41.1K - $48.4K
1.83K $57.8K
Feb 14, 2023 Q4 2022
Monograph Wealth Advisors, LLC

BUY
 -
1.5K
+ 8.13%
$33.7K - $39.7K
19.9K $629K
Feb 06, 2023 Q4 2022
Mattern Wealth Management LLC

BUY
 -
1.35K
+ 11.08%
$30.4K - $35.8K
13.5K $427K
Feb 14, 2023 Q4 2022
Morgan Stanley

New York, NY
BUY
 -
1.34K
New
$30.2K - $35.5K
1.34K $42.4K
Feb 06, 2023 Q4 2022
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
1.24K
New
$27.9K - $32.8K
1.24K $39.2K
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

BUY
 -
961
New
$21.6K - $25.4K
961 $30.3K
Feb 13, 2023 Q4 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
800
New
$18K - $21.2K
800 $25.2K
Jan 23, 2023 Q4 2022
Level Financial Advisors, Inc.

BUY
 -
654
New
$14.7K - $17.3K
654 $20.6K
Feb 07, 2023 Q4 2022
Envestnet Asset Management Inc

BUY
 -
626
+ 1.32%
$14.1K - $16.6K
47.9K $1.51M
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

BUY
 -
600
New
$13.5K - $15.9K
600 $18.9K
Feb 10, 2023 Q4 2022
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
459
+ 39.81%
$10.3K - $12.1K
1.61K $50.9K
Jan 13, 2023 Q4 2022
Baldrige Asset Management LLC

BUY
 -
458
+ 102.92%
$10.3K - $12.1K
903 $28.5K
Feb 13, 2023 Q4 2022
Financial Connections Group, Inc.

BUY
 -
375
New
$8.43K - $9.92K
375 $11.8K
Feb 14, 2023 Q4 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
353
New
$7.93K - $9.34K
353 $11.1K
Feb 10, 2023 Q4 2022
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
312
+ 0.4%
$7.01K - $8.26K
78.7K $2.48M
Jan 27, 2023 Q4 2022
Concord Wealth Partners

BUY
 -
146
New
$3.28K - $3.86K
146 $4.61K
Jan 27, 2023 Q4 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
90
New
$2.02K - $2.38K
90 $2.84K
Jan 19, 2023 Q4 2022
Morris Financial Concepts, Inc.

BUY
 -
76
New
$1.71K - $2.01K
76 $2.4K
Apr 04, 2024 Q4 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
36
+ 16.51%
$809 - $953
254 $8.01K
Jan 18, 2023 Q4 2022
Maryland Capital Advisors Inc.

BUY
 -
29
+ 29.0%
$652 - $767
129 $4.07K
Jan 23, 2023 Q4 2022
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
1
+ 0.04%
$22.5 - $26.5
2.67K $84.1K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 16, 2023 Q4 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
SELL
 -
-187
- 18.95%
$4.2K - $4.95K
800 $25.2K
Jan 24, 2023 Q4 2022
Phillips Financial Management, LLC

SELL
 -
-550
- 0.39%
$12.4K - $14.6K
141K $4.46M
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-573
- 5.43%
$12.9K - $15.2K
9.99K $315K
Jan 17, 2023 Q4 2022
Five Oceans Advisors

SELL
 -
-1.67K
- 9.16%
$37.4K - $44.1K
16.5K $521K
Jan 25, 2023 Q4 2022
Sns Financial Group, LLC

SELL
 -
-3.1K
- 6.24%
$69.5K - $81.9K
46.5K $1.47M
Jan 12, 2023 Q4 2022
Evanson Asset Management, LLC

SELL
 -
-3.38K
- 3.31%
$76K - $89.5K
98.6K $3.11M
Feb 14, 2023 Q4 2022
Global Trust Asset Management, LLC

SELL
 -
-7.64K
- 12.22%
$172K - $202K
54.9K $1.73M
Jan 11, 2023 Q4 2022
Collective Family Office LLC

SELL
 -
-16.9K
- 34.33%
$381K - $448K
32.4K $1.02M
Feb 14, 2023 Q4 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-34.2K
- 39.44%
$767K - $904K
52.4K $1.65M

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