Purchases and Sales Made in Q2 2022 in Dimensional ETF Tr Dimensional (DISV)

DISV Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DISV) during Q2 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
Jul 29, 2022 Q2 2022
Merriman Wealth Management, LLC

BUY
 -
5.59M
+ 12855.16%
$118M - $140M
5.63M $149M
Aug 10, 2022 Q2 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
661K
New
$13.9M - $16.5M
661K $17.5M
Jul 07, 2022 Q2 2022
Wipfli Financial Advisors Llc,

BUY
 -
346K
New
$7.27M - $8.64M
346K $9.16M
Aug 05, 2022 Q2 2022
Old Mission Capital LLC

BUY
 -
180K
New
$3.79M - $4.5M
180K $4.77M
Aug 15, 2022 Q2 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
170K
New
$3.57M - $4.25M
170K $4.5M
Jul 19, 2022 Q2 2022
Asset Dedication, LLC

BUY
 -
141K
+ 34.49%
$2.97M - $3.53M
550K $14.6M
Aug 15, 2022 Q2 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
137K
New
$2.89M - $3.43M
137K $3.64M
Jul 29, 2022 Q2 2022
Better Wealth, LLC

BUY
 -
132K
New
$2.79M - $3.31M
132K $3.51M
Aug 11, 2022 Q2 2022
Bank Of Montreal

Toronto, A6
BUY
 -
132K
New
$2.78M - $3.3M
132K $3.5M
Jul 18, 2022 Q2 2022
Collective Family Office LLC

BUY
 -
122K
New
$2.56M - $3.04M
122K $3.22M
Jul 13, 2022 Q2 2022
Evanson Asset Management, LLC

BUY
 -
100K
New
$2.1M - $2.5M
100K $2.65M
Aug 12, 2022 Q2 2022
Cpwm, LLC

Seattle, WA
BUY
 -
81K
New
$1.71M - $2.03M
81K $2.15M
Aug 15, 2022 Q2 2022
Forum Financial Management, LP

Lombard, IL
BUY
 -
80.4K
New
$1.69M - $2.01M
80.4K $2.13M
Jul 21, 2022 Q2 2022
Derbend Asset Management

BUY
 -
67.7K
New
$1.42M - $1.69M
67.7K $1.79M
Jul 22, 2022 Q2 2022
Forvis Wealth Advisors, LLC

BUY
 -
67.1K
New
$1.41M - $1.68M
67.1K $1.78M
Aug 11, 2023 Q2 2022
Hill Investment Group Partners, LLC

St. Louis, MO
BUY
 -
61K
New
$1.28M - $1.53M
61K $1.62M
Jul 28, 2022 Q2 2022
Equius Partners, Inc.

BUY
 -
57K
New
$1.2M - $1.42M
57K $1.51M
Jul 22, 2022 Q2 2022
Steward Financial Group LLC

BUY
 -
51.1K
New
$1.08M - $1.28M
51.1K $1.36M
Aug 16, 2022 Q2 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
46.5K
New
$978K - $1.16M
46.5K $1.23M
Jul 26, 2022 Q2 2022
Northwest Wealth Management, LLC

BUY
 -
43.5K
New
$916K - $1.09M
43.5K $1.15M
Aug 11, 2022 Q2 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
37K
New
$780K - $927K
37K $982K
Aug 10, 2022 Q2 2022
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
33.8K
New
$711K - $844K
33.8K $895K
Aug 09, 2022 Q2 2022
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
31.9K
New
$671K - $797K
31.9K $845K
Aug 10, 2022 Q2 2022
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
29.2K
New
$614K - $730K
29.2K $774K
Aug 15, 2022 Q2 2022
Quantum Financial Advisors, LLC

Manhattan Beach, CA
BUY
 -
26.1K
New
$550K - $654K
26.1K $693K
Jul 27, 2022 Q2 2022
Sterling Financial Planning, Inc.

BUY
 -
25.6K
New
$539K - $640K
25.6K $679K
Jul 21, 2022 Q2 2022
Pb Mares Wealth Management LLC

BUY
 -
24K
New
$505K - $600K
24K $636K
Jul 28, 2022 Q2 2022
Bayshore Asset Management, LLC

BUY
 -
22.8K
New
$480K - $571K
22.8K $605K
Aug 09, 2022 Q2 2022
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
18.2K
New
$384K - $456K
18.2K $483K
Aug 10, 2022 Q2 2022
Nwam LLC

Mercer Island, WA
BUY
 -
16.8K
New
$353K - $419K
16.8K $444K
Jul 28, 2022 Q2 2022
Wescott Financial Advisory Group, LLC

BUY
 -
16K
New
$337K - $400K
16K $424K
Aug 02, 2022 Q2 2022
Carson Allaria Wealth Management, Ltd.

BUY
 -
14.2K
New
$298K - $354K
14.2K $375K
Aug 01, 2022 Q2 2022
Schubert & CO

BUY
 -
13.5K
New
$283K - $337K
13.5K $357K
Aug 15, 2022 Q2 2022
Callan Capital, LLC

La Jolla, CA
BUY
 -
12.5K
New
$262K - $312K
12.5K $330K
Jul 22, 2022 Q2 2022
Sequoia Financial Advisors, LLC

BUY
 -
11K
New
$231K - $274K
11K $290K
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
7.8K
New
$164K - $195K
7.8K $207K
Jul 25, 2022 Q2 2022
Maryland Capital Advisors Inc.

BUY
 -
7.21K
New
$152K - $180K
7.21K $191K
Aug 09, 2022 Q2 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
5.89K
New
$124K - $147K
5.89K $156K
Aug 01, 2022 Q2 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
4.3K
New
$90.6K - $108K
4.3K $114K
May 28, 2024 Q2 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
4.26K
New
$89.6K - $106K
4.26K $113K
Jul 22, 2022 Q2 2022
Spire Wealth Management

BUY
 -
3.91K
New
$82.3K - $97.8K
3.91K $104K
Jul 22, 2022 Q2 2022
Prairie View Partners, LLC

BUY
 -
2.67K
New
$56.2K - $66.8K
2.67K $70.8K
Aug 12, 2022 Q2 2022
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
2.39K
New
$50.2K - $59.7K
2.39K $63.3K
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.8K
New
$37.9K - $45K
1.8K $47.7K
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
1.67K
New
$35.2K - $41.8K
1.67K $44.3K
Jul 12, 2022 Q2 2022
Global Trust Asset Management, LLC

BUY
 -
1.5K
New
$31.6K - $37.5K
1.5K $39.8K
Aug 15, 2022 Q2 2022
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
772
+ 2.33%
$16.3K - $19.3K
33.9K $899K
Aug 10, 2022 Q2 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
505
New
$10.6K - $12.6K
505 $13.4K
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0

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