Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr Dimensional (DISV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DISV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
953K+ 46.45% |
$21.4M - $23.6M
|
3.01M
$79.9M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
940K+ 1408.83% |
$21.1M - $23.3M
|
1.01M
$26.8M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
323KNew |
$7.23M - $7.98M
|
323K
$8.57M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
288KNew |
$6.44M - $7.12M
|
288K
$7.64M
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
287K+ 1408.46% |
$6.44M - $7.11M
|
308K
$8.18M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
271K+ 34.94% |
$6.07M - $6.7M
|
1.05M
$27.8M
|
|
|
May 02, 2023
Q1 2023
|
Del Sette Capital Management, LLC
|
BUY
|
- |
254KNew |
$5.7M - $6.3M
|
254K
$6.76M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
236K+ 3.28% |
$5.29M - $5.85M
|
7.45M
$198M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
212K+ 38.67% |
$4.75M - $5.25M
|
761K
$20.2M
|
|
|
May 09, 2023
Q1 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
198K+ 61.59% |
$4.43M - $4.9M
|
519K
$13.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
180K+ 421.71% |
$4.03M - $4.46M
|
223K
$5.92M
|
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
BUY
|
- |
146K+ 27.01% |
$3.27M - $3.61M
|
687K
$18.2M
|
|
|
May 19, 2023
Q1 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
140KNew |
$3.14M - $3.47M
|
140K
$3.73M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
135KNew |
$3.03M - $3.35M
|
135K
$3.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Retirement Solution Inc.
|
BUY
|
- |
135KNew |
$3.03M - $3.34M
|
135K
$3.59M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
129KNew |
$2.88M - $3.18M
|
129K
$3.42M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
113KNew |
$2.54M - $2.81M
|
113K
$3.01M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
76KNew |
$1.7M - $1.88M
|
76K
$2.02M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
66.7K+ 17.77% |
$1.49M - $1.65M
|
442K
$11.7M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
66.1K+ 38.51% |
$1.48M - $1.63M
|
238K
$6.31M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
63.3K+ 17.41% |
$1.42M - $1.57M
|
427K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
62.1K+ 23.36% |
$1.39M - $1.54M
|
328K
$8.72M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
62K+ 39.02% |
$1.39M - $1.53M
|
221K
$5.87M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
60.7K+ 7.2% |
$1.36M - $1.5M
|
903K
$24M
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
56.1KNew |
$1.26M - $1.39M
|
56.1K
$1.49M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
50.1K+ 46.6% |
$1.12M - $1.24M
|
158K
$4.19M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
45.6KNew |
$1.02M - $1.13M
|
45.6K
$1.21M
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
44.1K+ 170.18% |
$988K - $1.09M
|
70.1K
$1.86M
|
|
|
Jun 25, 2024
Q1 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
40K+ 21.72% |
$895K - $989K
|
224K
$5.95M
|
|
|
May 04, 2023
Q1 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
39.9K+ 27.88% |
$893K - $987K
|
183K
$4.86M
|
|
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
38.1K+ 120.83% |
$854K - $944K
|
69.7K
$1.85M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
37.9K+ 85.87% |
$850K - $939K
|
82.1K
$2.18M
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
37.8K+ 47.27% |
$846K - $934K
|
118K
$3.13M
|
|
|
May 05, 2023
Q1 2023
|
Claris Advisors, LLC
|
BUY
|
- |
34K+ 86.93% |
$762K - $842K
|
73.2K
$1.94M
|
|
|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
32.9K+ 146.33% |
$737K - $814K
|
55.4K
$1.47M
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
32.5K+ 13.8% |
$728K - $804K
|
268K
$7.12M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.6KNew |
$663K - $732K
|
29.6K
$786K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.3KNew |
$655K - $724K
|
29.3K
$777K
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
25.3K+ 210.21% |
$567K - $627K
|
37.4K
$993K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
24K+ 9.05% |
$539K - $595K
|
290K
$7.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
23.1K+ 13.05% |
$517K - $571K
|
200K
$5.31M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
21.8K+ 37.56% |
$488K - $539K
|
79.8K
$2.12M
|
|
|
May 15, 2023
Q1 2023
|
Bayshore Asset Management, LLC
|
BUY
|
- |
21.7K+ 83.07% |
$486K - $537K
|
47.8K
$1.27M
|
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
21.1KNew |
$473K - $522K
|
21.1K
$561K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
20.5K+ 21.13% |
$460K - $508K
|
118K
$3.13M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20.4K+ 3.54% |
$456K - $504K
|
596K
$15.8M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
19.3KNew |
$432K - $477K
|
19.3K
$513K
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
18.4KNew |
$412K - $455K
|
18.4K
$489K
|
|
|
Apr 07, 2023
Q1 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
18.4K+ 25.22% |
$412K - $455K
|
91.3K
$2.43M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
18KNew |
$403K - $445K
|
18K
$477K
|