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 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.7K+ 6.21% |
$39.1K - $41.8K
|
29.1K
$939K
|
|
|
Sep 05, 2023
Q2 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1.31K+ 1.59% |
$30.1K - $32.2K
|
83.6K
$2.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.01KNew |
$23.1K - $24.7K
|
1.01K
$32.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
890+ 11.6% |
$20.5K - $21.9K
|
8.57K
$276K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
487+ 4.46% |
$11.2K - $12K
|
11.4K
$368K
|
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
441+ 1.36% |
$10.1K - $10.8K
|
32.9K
$1.06M
|
|
|
Jul 27, 2023
Q2 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
290+ 2.27% |
$6.67K - $7.13K
|
13K
$421K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
282+ 12.69% |
$6.49K - $6.94K
|
2.51K
$80.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
230+ 6.5% |
$5.29K - $5.66K
|
3.77K
$122K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
205+ 0.69% |
$4.72K - $5.04K
|
29.8K
$963K
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
205+ 1.01% |
$4.72K - $5.04K
|
20.4K
$659K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
200New |
$4.6K - $4.92K
|
200
$6.46K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
162+ 0.67% |
$3.73K - $3.99K
|
24.2K
$781K
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
155+ 1.37% |
$3.57K - $3.81K
|
11.5K
$372K
|
|
|
Aug 11, 2023
Q2 2023
|
Bayshore Asset Management, LLC
|
BUY
|
- |
126+ 0.26% |
$2.9K - $3.1K
|
47.9K
$1.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
115+ 0.84% |
$2.65K - $2.83K
|
13.8K
$444K
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
108+ 0.23% |
$2.49K - $2.66K
|
46.6K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
85+ 0.19% |
$1.96K - $2.09K
|
44.2K
$1.43M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
75New |
$1.73K - $1.85K
|
75
$2.42K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
52New |
$1.2K - $1.28K
|
52
$1.68K
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
43+ 0.98% |
$989 - $1.06K
|
4.41K
$142K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
26+ 0.19% |
$598 - $640
|
13.9K
$449K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
15+ 0.02% |
$345 - $369
|
72.8K
$2.35M
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
14+ 0.04% |
$322 - $344
|
37.4K
$1.21M
|
|
|
Jul 05, 2023
Q2 2023
|
Shearwater Capital LLC
|
BUY
|
- |
13+ 0.09% |
$299 - $320
|
14.6K
$471K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
9+ 1.33% |
$207 - $221
|
687
$22.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
5+ 100.0% |
$115 - $123
|
10
$323
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
1+ 0.01% |
$23 - $24.6
|
18.4K
$595K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-38- 2.03% |
$874 - $935
|
1.83K
$59.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-205- 0.09% |
$4.72K - $5.04K
|
218K
$7.03M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-313- 0.7% |
$7.2K - $7.7K
|
44.6K
$1.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-337- 0.66% |
$7.75K - $8.29K
|
51K
$1.65M
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-534- 0.89% |
$12.3K - $13.1K
|
59.4K
$1.92M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-880- 7.36% |
$20.2K - $21.6K
|
11.1K
$357K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-979- 4.02% |
$22.5K - $24.1K
|
23.4K
$755K
|
|
|
Jul 24, 2023
Q2 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-1.03K- 1.18% |
$23.7K - $25.3K
|
86K
$2.78M
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.33K- 2.22% |
$30.6K - $32.7K
|
58.4K
$1.88M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1.6K- 1.45% |
$36.8K - $39.3K
|
109K
$3.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2.1K- 0.68% |
$48.3K - $51.6K
|
306K
$9.87M
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
SELL
|
- |
-3.98K- 2.2% |
$91.6K - $97.9K
|
177K
$5.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-4.3K- 1.6% |
$99K - $106K
|
265K
$8.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.97K- 5.07% |
$137K - $147K
|
112K
$3.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.1K- 72.11% |
$140K - $150K
|
2.36K
$76.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-9K- 45.59% |
$207K - $221K
|
10.7K
$347K
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-9.06K- 2.15% |
$208K - $223K
|
412K
$13.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.12K- 31.16% |
$210K - $224K
|
20.1K
$650K
|
|
|
Aug 08, 2023
Q2 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-12.2K- 9.8% |
$281K - $301K
|
113K
$3.63M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-15.9K- 56.59% |
$366K - $391K
|
12.2K
$394K
|
|
|
Jul 31, 2023
Q2 2023
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-20.5K- 8.05% |
$471K - $504K
|
234K
$7.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-21.2K- 10.73% |
$488K - $521K
|
176K
$5.69M
|