Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr Dimensional (DISV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DISV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.44M+ 234.63% |
$26.6M - $32.4M
|
2.05M
$54.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.07MNew |
$19.8M - $24.2M
|
1.07M
$28.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
1.07M+ 10439.8% |
$19.7M - $24M
|
1.08M
$28.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
549KNew |
$10.1M - $12.4M
|
549K
$14.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
541KNew |
$9.98M - $12.2M
|
541K
$14.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
518K+ 7.74% |
$9.56M - $11.7M
|
7.22M
$191M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
499K+ 286.74% |
$9.21M - $11.3M
|
674K
$17.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
BUY
|
- |
373K+ 309.75% |
$6.88M - $8.41M
|
493K
$13.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
342K+ 146.53% |
$6.31M - $7.71M
|
575K
$15.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
236K+ 184.73% |
$4.36M - $5.32M
|
364K
$9.65M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
206K+ 345.28% |
$3.8M - $4.65M
|
266K
$7.05M
|
|
|
Aug 11, 2023
Q4 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
205K+ 328.01% |
$3.78M - $4.62M
|
268K
$7.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
189K+ 233.89% |
$3.49M - $4.26M
|
270K
$7.16M
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
184KNew |
$3.4M - $4.15M
|
184K
$4.88M
|
|
|
Feb 15, 2023
Q4 2022
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
177KNew |
$3.26M - $3.99M
|
177K
$4.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
173K+ 375.44% |
$3.2M - $3.91M
|
220K
$5.82M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
168KNew |
$3.11M - $3.8M
|
168K
$4.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
160K+ 99.67% |
$2.96M - $3.61M
|
321K
$8.52M
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
159KNew |
$2.94M - $3.59M
|
159K
$4.22M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
140KNew |
$2.58M - $3.15M
|
140K
$3.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
123K+ 109.96% |
$2.27M - $2.78M
|
235K
$6.24M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
114K+ 43.94% |
$2.1M - $2.57M
|
374K
$9.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
108KNew |
$2M - $2.44M
|
108K
$2.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
107KNew |
$1.98M - $2.42M
|
107K
$2.85M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
105K+ 14.31% |
$1.95M - $2.38M
|
842K
$22.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
104K+ 267.05% |
$1.92M - $2.35M
|
143K
$3.79M
|
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
90.7KNew |
$1.67M - $2.04M
|
90.7K
$2.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
89.5KNew |
$1.65M - $2.02M
|
89.5K
$2.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
87KNew |
$1.6M - $1.96M
|
87K
$2.31M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
83.7KNew |
$1.54M - $1.89M
|
83.7K
$2.22M
|
|
|
Sep 05, 2023
Q4 2022
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
83KNew |
$1.53M - $1.87M
|
83K
$2.2M
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
78.9KNew |
$1.45M - $1.78M
|
78.9K
$2.09M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
76.7K+ 40.6% |
$1.42M - $1.73M
|
266K
$7.05M
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
73.2KNew |
$1.35M - $1.65M
|
73.2K
$1.94M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
71.3KNew |
$1.32M - $1.61M
|
71.3K
$1.89M
|
|
|
Jan 12, 2023
Q4 2022
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
68.5KNew |
$1.26M - $1.54M
|
68.5K
$1.82M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
67.4KNew |
$1.24M - $1.52M
|
67.4K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
65.6KNew |
$1.21M - $1.48M
|
65.6K
$1.74M
|
|
|
Jan 12, 2023
Q4 2022
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
61.1KNew |
$1.13M - $1.38M
|
61.1K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
61K+ 62.32% |
$1.13M - $1.37M
|
159K
$4.21M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
58.8K+ 153.18% |
$1.08M - $1.33M
|
97.2K
$2.58M
|
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
56.7KNew |
$1.05M - $1.28M
|
56.7K
$1.5M
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
52.6KNew |
$970K - $1.19M
|
52.6K
$1.39M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
51.1KNew |
$942K - $1.15M
|
51.1K
$1.35M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
45.1KNew |
$833K - $1.02M
|
45.1K
$1.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
44.2KNew |
$815K - $996K
|
44.2K
$1.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
42.7KNew |
$788K - $963K
|
42.7K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
40.8KNew |
$753K - $919K
|
40.8K
$1.08M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
39.9KNew |
$737K - $900K
|
39.9K
$1.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Claris Advisors, LLC
|
BUY
|
- |
39.1KNew |
$722K - $882K
|
39.1K
$1.04M
|