Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr Dimensional (DISV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DISV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.56M+ 85.04% |
$58.8M - $62.9M
|
5.56M
$147M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.44M+ 241.89% |
$56M - $59.9M
|
3.44M
$91.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
382K+ 56.75% |
$8.8M - $9.4M
|
1.06M
$28M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
307KNew |
$7.07M - $7.56M
|
307K
$8.14M
|
|
|
Jul 17, 2023
Q2 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
263KNew |
$6.06M - $6.48M
|
263K
$6.98M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
204K+ 123.2% |
$4.69M - $5.01M
|
369K
$9.79M
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
153KNew |
$3.51M - $3.75M
|
153K
$4.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
143K+ 180.69% |
$3.3M - $3.53M
|
223K
$5.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
136K+ 179.17% |
$3.13M - $3.35M
|
212K
$5.62M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
131K+ 30.73% |
$3.02M - $3.23M
|
558K
$14.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
128K+ 91.29% |
$2.95M - $3.15M
|
268K
$7.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
114KNew |
$2.62M - $2.8M
|
114K
$3.01M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
111KNew |
$2.55M - $2.72M
|
111K
$2.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
104K+ 1.4% |
$2.4M - $2.57M
|
7.56M
$200M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
88.2K+ 11.59% |
$2.03M - $2.17M
|
849K
$22.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
83.9K+ 37.65% |
$1.93M - $2.06M
|
307K
$8.13M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
81.5K+ 21.81% |
$1.88M - $2.01M
|
455K
$12.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
62.1K+ 5.72% |
$1.43M - $1.53M
|
1.15M
$30.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
60.1KNew |
$1.38M - $1.48M
|
60.1K
$1.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
58.8K+ 195.89% |
$1.35M - $1.45M
|
88.9K
$2.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
55.2K+ 48.67% |
$1.27M - $1.36M
|
169K
$4.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
39.7K+ 17.99% |
$915K - $978K
|
261K
$6.91M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.3K+ 47.89% |
$905K - $967K
|
121K
$3.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
38.6K+ 7.44% |
$889K - $950K
|
558K
$14.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
36.5K+ 8.26% |
$839K - $897K
|
478K
$12.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
36.3K+ 5.28% |
$835K - $893K
|
723K
$19.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
34.6K+ 10.72% |
$796K - $851K
|
357K
$9.47M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
34.5K+ 21.88% |
$794K - $848K
|
192K
$5.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
33.3K+ 47.54% |
$766K - $819K
|
103K
$2.74M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
31.1K+ 3.44% |
$714K - $764K
|
934K
$24.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
31K+ 10.71% |
$714K - $763K
|
321K
$8.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
30K+ 5.04% |
$690K - $738K
|
626K
$16.6M
|
|
|
Jul 12, 2023
Q2 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
29.7K+ 36.94% |
$683K - $730K
|
110K
$2.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
29.3KNew |
$675K - $722K
|
29.3K
$778K
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
25K+ 21.23% |
$575K - $614K
|
143K
$3.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
23.4KNew |
$538K - $576K
|
23.4K
$620K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.2K+ 2.22% |
$535K - $572K
|
1.07M
$28.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
22.1KNew |
$508K - $544K
|
22.1K
$586K
|
|
|
Jul 28, 2023
Q2 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
21.1K+ 11.52% |
$485K - $518K
|
204K
$5.41M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
20.5K+ 7.66% |
$472K - $505K
|
288K
$7.64M
|
|
|
Jun 25, 2024
Q2 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
20.1K+ 8.98% |
$463K - $495K
|
244K
$6.47M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
20K+ 52.59% |
$461K - $493K
|
58.1K
$1.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19.5K+ 24.4% |
$448K - $479K
|
99.2K
$2.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
18.2K+ 22.3% |
$418K - $447K
|
99.5K
$2.64M
|
|
|
Aug 10, 2023
Q2 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
17.3K+ 19.01% |
$399K - $427K
|
109K
$2.88M
|
|
|
Jul 03, 2024
Q2 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
16.5K+ 23.75% |
$381K - $407K
|
86.2K
$2.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
16K+ 27.61% |
$369K - $395K
|
74.1K
$1.97M
|
|
|
Jul 25, 2023
Q2 2023
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
15.2K+ 7.62% |
$351K - $375K
|
215K
$5.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.6KNew |
$335K - $358K
|
14.6K
$386K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.2K+ 48.11% |
$328K - $350K
|
43.8K
$1.16M
|