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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13.8K+ 10.38% |
$317K - $339K
|
146K
$4.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
13.3KNew |
$306K - $327K
|
13.3K
$430K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.1K+ 12.73% |
$301K - $322K
|
116K
$3.74M
|
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
12.8K+ 16.94% |
$294K - $314K
|
88.1K
$2.84M
|
|
|
Jul 28, 2023
Q2 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
12.5K+ 4.49% |
$288K - $308K
|
292K
$9.41M
|
|
|
Aug 04, 2023
Q2 2023
|
Claris Advisors, LLC
|
BUY
|
- |
10.4K+ 14.18% |
$239K - $255K
|
83.5K
$2.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
10.4KNew |
$239K - $255K
|
10.4K
$335K
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
9.49K+ 62.63% |
$218K - $233K
|
24.6K
$795K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
8.74K+ 2.93% |
$201K - $215K
|
307K
$9.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.62KNew |
$198K - $212K
|
8.62K
$278K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
8.62KNew |
$198K - $212K
|
8.62K
$278K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.4KNew |
$193K - $207K
|
8.4K
$271K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
8.36K+ 15.1% |
$192K - $206K
|
63.7K
$2.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
8.12K+ 15.93% |
$187K - $200K
|
59.1K
$1.91M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
7.83K+ 86.05% |
$180K - $193K
|
16.9K
$547K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.6KNew |
$175K - $187K
|
7.6K
$245K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
7.34K+ 8.6% |
$169K - $181K
|
92.7K
$2.99M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
7.17K+ 4.86% |
$165K - $176K
|
155K
$5M
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
7.1K+ 27.88% |
$163K - $175K
|
32.5K
$1.05M
|
|
|
Aug 03, 2023
Q2 2023
|
Retirement Solution Inc.
|
BUY
|
- |
6.84K+ 5.07% |
$157K - $168K
|
142K
$4.58M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
6.72K+ 37.39% |
$155K - $165K
|
24.7K
$797K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.61K+ 22.35% |
$152K - $163K
|
36.2K
$1.17M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.6K+ 4.88% |
$152K - $162K
|
142K
$4.59M
|
|
|
Jul 12, 2023
Q2 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
6.1K+ 9.73% |
$140K - $150K
|
68.8K
$2.22M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.05K+ 7.67% |
$139K - $149K
|
84.9K
$2.74M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
5.85K+ 28.36% |
$134K - $144K
|
26.5K
$854K
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
5.64K+ 12.41% |
$130K - $139K
|
51.1K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.33K+ 16.71% |
$123K - $131K
|
37.3K
$1.2M
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
5.25K+ 11.52% |
$121K - $129K
|
50.8K
$1.64M
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5.09K+ 8.05% |
$117K - $125K
|
68.2K
$2.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.19K+ 4.79% |
$96.5K - $103K
|
91.8K
$2.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.69K+ 6.27% |
$84.9K - $90.8K
|
62.6K
$2.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.55K+ 1637.79% |
$81.8K - $87.4K
|
3.77K
$122K
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3.54K+ 6.31% |
$81.4K - $87.1K
|
59.6K
$1.93M
|
|
|
Aug 04, 2023
Q2 2023
|
Schubert & CO
|
BUY
|
- |
3.28K+ 13.61% |
$75.4K - $80.6K
|
27.4K
$883K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.1K+ 7.55% |
$71.3K - $76.2K
|
44.1K
$1.42M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.08K+ 11.42% |
$70.9K - $75.8K
|
30.1K
$971K
|
|
|
Jul 24, 2023
Q2 2023
|
Better Wealth, LLC
|
BUY
|
- |
3.01K+ 1.64% |
$69.2K - $74K
|
186K
$6.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.64K+ 1.49% |
$60.7K - $64.9K
|
179K
$5.79M
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.61K+ 25.68% |
$60.1K - $64.3K
|
12.8K
$413K
|
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
2.61K+ 11.86% |
$60K - $64.1K
|
24.6K
$793K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2.5K+ 94.55% |
$57.5K - $61.5K
|
5.14K
$166K
|
|
|
Jul 14, 2023
Q2 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
2.45K+ 1.5% |
$56.4K - $60.3K
|
166K
$5.35M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.25K+ 21.2% |
$51.9K - $55.4K
|
12.9K
$416K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.25K+ 21.2% |
$51.9K - $55.4K
|
12.9K
$416K
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
2.2K+ 7.39% |
$50.7K - $54.2K
|
32K
$1.03M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.14K+ 18.94% |
$49.3K - $52.7K
|
13.5K
$435K
|
|
|
Aug 03, 2023
Q2 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1.9K+ 35.51% |
$43.7K - $46.8K
|
7.26K
$234K
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.85K+ 3.43% |
$42.5K - $45.4K
|
55.6K
$1.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.8K+ 19.04% |
$41.4K - $44.3K
|
11.3K
$363K
|