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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
16.9K+ 11.36% |
$378K - $418K
|
165K
$4.39M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.7K+ 129.01% |
$373K - $413K
|
29.6K
$786K
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
16.6K+ 15.31% |
$371K - $410K
|
125K
$3.31M
|
|
|
Apr 11, 2023
Q1 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
16.4K+ 25.75% |
$368K - $407K
|
80.3K
$2.13M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.8K+ 18.17% |
$354K - $391K
|
103K
$2.73M
|
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
15.1KNew |
$339K - $375K
|
15.1K
$402K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
11.5K+ 17.03% |
$257K - $284K
|
78.8K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
10.9KNew |
$245K - $270K
|
10.9K
$290K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
10.9K+ 2415.33% |
$243K - $269K
|
11.3K
$301K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
10.2K+ 0.95% |
$228K - $252K
|
1.09M
$28.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
10.2KNew |
$228K - $252K
|
10.2K
$270K
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.76K+ 66.74% |
$219K - $242K
|
24.4K
$648K
|
|
|
Apr 19, 2023
Q1 2023
|
Better Wealth, LLC
|
BUY
|
- |
9.48K+ 5.46% |
$212K - $235K
|
183K
$4.87M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.45KNew |
$212K - $234K
|
9.45K
$251K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
9.41K+ 12.39% |
$211K - $233K
|
85.4K
$2.27M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
9.1KNew |
$204K - $225K
|
9.1K
$242K
|
|
|
Apr 14, 2023
Q1 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
9K+ 83.78% |
$202K - $223K
|
19.7K
$525K
|
|
|
May 03, 2023
Q1 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
8.99K+ 3.33% |
$201K - $222K
|
279K
$7.41M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.34K+ 35.36% |
$187K - $206K
|
31.9K
$848K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
8.29K+ 4.92% |
$186K - $205K
|
177K
$4.7M
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
8.1K+ 16.19% |
$181K - $200K
|
58.1K
$1.54M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7.79K+ 15.26% |
$175K - $193K
|
58.9K
$1.56M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
7.64K+ 5.46% |
$171K - $189K
|
148K
$3.92M
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
7.55K+ 7.32% |
$169K - $187K
|
111K
$2.94M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6.66K+ 31.06% |
$149K - $165K
|
28.1K
$746K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
6.58K+ 46.93% |
$147K - $163K
|
20.6K
$548K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.33K+ 12.54% |
$142K - $157K
|
56.8K
$1.51M
|
|
|
Oct 16, 2023
Q1 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
5.19K+ 3.62% |
$116K - $128K
|
148K
$3.94M
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
5.04K+ 9.21% |
$113K - $125K
|
59.7K
$1.59M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.54K+ 17.79% |
$102K - $112K
|
30K
$798K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4.47K+ 3.49% |
$100K - $111K
|
133K
$3.52M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4.45K+ 6.78% |
$99.6K - $110K
|
70.1K
$1.86M
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4.37KNew |
$97.8K - $108K
|
4.37K
$116K
|
|
|
Apr 10, 2023
Q1 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
4.2K+ 2.64% |
$94K - $104K
|
163K
$4.34M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.54KNew |
$79.3K - $87.6K
|
3.54K
$94.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3.23K+ 7.64% |
$72.3K - $79.8K
|
45.4K
$1.21M
|
|
|
Apr 03, 2023
Q1 2023
|
Shearwater Capital LLC
|
BUY
|
- |
3.18K+ 27.88% |
$71.2K - $78.7K
|
14.6K
$388K
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
3.11K+ 37.69% |
$69.6K - $76.9K
|
11.4K
$302K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.08K+ 5.14% |
$69.1K - $76.3K
|
63.1K
$1.68M
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.96K+ 17.18% |
$66.3K - $73.3K
|
20.2K
$537K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.8K+ 11.59% |
$62.8K - $69.4K
|
27K
$718K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2.64KNew |
$59.2K - $65.4K
|
2.64K
$70.2K
|
|
|
May 10, 2023
Q1 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
2.54K+ 3.22% |
$56.9K - $62.9K
|
81.4K
$2.16M
|
|
|
Apr 26, 2023
Q1 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.08K+ 2.83% |
$46.5K - $51.4K
|
75.3K
$2M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.87KNew |
$41.8K - $46.2K
|
1.87K
$49.6K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.77K+ 390.73% |
$39.6K - $43.8K
|
2.22K
$59.1K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.66KNew |
$37.2K - $41.1K
|
1.66K
$44.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
1.62K+ 2.65% |
$36.3K - $40.1K
|
62.7K
$1.67M
|
|
|
Apr 19, 2023
Q1 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
1.56K+ 2.27% |
$34.8K - $38.5K
|
70K
$1.86M
|
|
|
Aug 11, 2023
Q1 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1.45K+ 0.54% |
$32.5K - $35.9K
|
269K
$7.15M
|