Purchases and Sales Made in Q3 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 Q3 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
Nov 14, 2022 Q3 2022
Callan Capital, LLC

La Jolla, CA
BUY
 -
1.16M
+ 9296.64%
$21.3M - $26.2M
1.17M $32M
Oct 26, 2022 Q3 2022
Merriman Wealth Management, LLC

BUY
 -
1.06M
+ 18.85%
$19.5M - $24M
6.7M $183M
Nov 14, 2022 Q3 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
535K
New
$9.83M - $12.1M
535K $14.6M
Nov 07, 2022 Q3 2022
Forum Financial Management, LP

Lombard, IL
BUY
 -
533K
+ 663.16%
$9.79M - $12M
613K $16.7M
Nov 02, 2022 Q3 2022
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
301K
+ 890.24%
$5.52M - $6.78M
334K $9.13M
Nov 09, 2022 Q3 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
258K
+ 39.01%
$4.74M - $5.82M
919K $25.1M
Nov 10, 2022 Q3 2022
Cerity Partners LLC

New York, NY
BUY
 -
233K
New
$4.29M - $5.27M
233K $6.37M
Nov 15, 2022 Q3 2022
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
221K
+ 651.97%
$4.06M - $4.99M
255K $6.96M
Nov 14, 2022 Q3 2022
Carlson Capital Management

BUY
 -
210K
New
$3.86M - $4.74M
210K $5.74M
Oct 27, 2022 Q3 2022
Asset Dedication, LLC

BUY
 -
187K
+ 33.93%
$3.43M - $4.21M
737K $20.1M
Nov 14, 2022 Q3 2022
Old Mission Capital LLC

BUY
 -
147K
+ 81.63%
$2.7M - $3.32M
327K $8.92M
Oct 31, 2022 Q3 2022
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
137K
New
$2.52M - $3.09M
137K $3.74M
Nov 10, 2022 Q3 2022
Bank Of Montreal

Toronto, A6
BUY
 -
128K
+ 96.82%
$2.34M - $2.88M
260K $7.09M
Oct 13, 2022 Q3 2022
Forvis Wealth Advisors, LLC

BUY
 -
122K
+ 181.81%
$2.24M - $2.75M
189K $5.16M
Nov 01, 2022 Q3 2022
Jackson Thornton Asset Management, LLC

BUY
 -
114K
New
$2.09M - $2.57M
114K $3.11M
Nov 08, 2022 Q3 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
81.5K
+ 48.02%
$1.5M - $1.84M
251K $6.86M
Oct 27, 2022 Q3 2022
Keb Asset Management, LLC

Springfield, IL
BUY
 -
80.9K
New
$1.48M - $1.83M
80.9K $2.21M
Nov 14, 2022 Q3 2022
Jane Street Group, LLC

New York, NY
BUY
 -
77.6K
New
$1.43M - $1.75M
77.6K $2.12M
Oct 12, 2022 Q3 2022
Advisory Alpha, LLC

BUY
 -
66.6K
New
$1.22M - $1.5M
66.6K $1.82M
Nov 07, 2022 Q3 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
66.2K
+ 61.26%
$1.21M - $1.49M
174K $4.75M
Nov 03, 2022 Q3 2022
Equius Partners, Inc.

BUY
 -
63.4K
+ 111.39%
$1.16M - $1.43M
120K $3.29M
Nov 07, 2022 Q3 2022
Steward Financial Group LLC

BUY
 -
61K
+ 119.23%
$1.12M - $1.38M
112K $3.06M
Nov 09, 2022 Q3 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
60.8K
+ 164.22%
$1.12M - $1.37M
97.9K $2.67M
Oct 12, 2022 Q3 2022
Prosperity Planning, Inc.

BUY
 -
54.7K
New
$1M - $1.23M
54.7K $1.49M
Nov 14, 2022 Q3 2022
Nwam LLC

Mercer Island, WA
BUY
 -
54.2K
+ 323.2%
$995K - $1.22M
70.9K $1.94M
Nov 04, 2022 Q3 2022
Gradient Capital Advisors, LLC

BUY
 -
51.1K
New
$937K - $1.15M
51.1K $1.39M
Nov 09, 2022 Q3 2022
Chicago Partners Investment Group LLC

BUY
 -
50.5K
New
$927K - $1.14M
50.5K $1.38M
Nov 08, 2022 Q3 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
46.2K
New
$848K - $1.04M
46.2K $1.26M
Nov 09, 2022 Q3 2022
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
41.3K
New
$757K - $931K
41.3K $1.13M
Nov 01, 2022 Q3 2022
Sterling Financial Planning, Inc.

BUY
 -
35.9K
+ 140.1%
$659K - $810K
61.5K $1.68M
Nov 01, 2022 Q3 2022
Andrews, Lucia Wealth Management LLC

BUY
 -
34.6K
New
$635K - $781K
34.6K $945K
Oct 12, 2022 Q3 2022
Evanson Asset Management, LLC

BUY
 -
31.4K
+ 31.45%
$577K - $710K
131K $3.59M
Nov 01, 2022 Q3 2022
Dopkins Wealth Management, LLC

BUY
 -
28.4K
New
$521K - $640K
28.4K $775K
Oct 26, 2022 Q3 2022
Sequoia Financial Advisors, LLC

BUY
 -
27.4K
+ 250.47%
$504K - $619K
38.4K $1.05M
Oct 14, 2022 Q3 2022
Collective Family Office LLC

BUY
 -
26.1K
+ 21.47%
$479K - $589K
148K $4.03M
Oct 26, 2022 Q3 2022
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
25.1K
+ 78.63%
$460K - $566K
56.9K $1.55M
Nov 01, 2022 Q3 2022
Briggs Advisory Group, Inc.

BUY
 -
23K
New
$422K - $518K
23K $627K
Oct 26, 2022 Q3 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
20.8K
+ 4110.1%
$381K - $468K
21.3K $580K
Nov 14, 2022 Q3 2022
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
20.7K
+ 113.74%
$381K - $468K
39K $1.06M
Oct 26, 2022 Q3 2022
Ml & R Wealth Management LLC

BUY
 -
20K
New
$367K - $452K
20K $546K
Oct 26, 2022 Q3 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
18.6K
+ 432.05%
$341K - $420K
22.9K $625K
Nov 04, 2022 Q3 2022
Tortoise Investment Management, LLC

BUY
 -
18.2K
New
$334K - $411K
18.2K $497K
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
18K
New
$330K - $406K
18K $491K
Oct 28, 2022 Q3 2022
Better Wealth, LLC

BUY
 -
17.8K
+ 13.42%
$326K - $401K
150K $4.1M
Nov 14, 2022 Q3 2022
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
16K
New
$293K - $360K
16K $436K
Nov 16, 2022 Q3 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
13.3K
+ 28.56%
$244K - $299K
59.7K $1.63M
Oct 27, 2022 Q3 2022
Northwest Wealth Management, LLC

BUY
 -
12.7K
+ 29.3%
$234K - $288K
56.2K $1.54M
Oct 25, 2022 Q3 2022
Pb Mares Wealth Management LLC

BUY
 -
12.2K
+ 50.73%
$223K - $274K
36.1K $986K
Nov 02, 2022 Q3 2022
Five Oceans Advisors

BUY
 -
11.2K
New
$205K - $252K
11.2K $305K

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