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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
38.1KNew |
$703K - $859K
|
38.1K
$1.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
37.7K+ 296.06% |
$696K - $850K
|
50.4K
$1.34M
|
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
37K+ 103.08% |
$683K - $834K
|
72.9K
$1.94M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
35.3K+ 49.72% |
$651K - $795K
|
106K
$2.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
34.5K+ 30.3% |
$637K - $778K
|
149K
$3.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
33KNew |
$609K - $744K
|
33K
$877K
|
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
32.4KNew |
$598K - $730K
|
32.4K
$861K
|
|
|
Jul 03, 2024
Q4 2022
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
31.6KNew |
$582K - $711K
|
31.6K
$839K
|
|
|
Feb 06, 2023
Q4 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
30K+ 149.92% |
$553K - $676K
|
50K
$1.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
29.3KNew |
$540K - $660K
|
29.3K
$777K
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
25.9KNew |
$478K - $584K
|
25.9K
$689K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.5KNew |
$470K - $575K
|
25.5K
$677K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
24.4K+ 106.48% |
$450K - $549K
|
47.3K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
23.7KNew |
$437K - $534K
|
23.7K
$629K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.6KNew |
$435K - $531K
|
23.6K
$626K
|
|
|
Jan 23, 2023
Q4 2022
|
Better Wealth, LLC
|
BUY
|
- |
23.4K+ 15.58% |
$432K - $528K
|
174K
$4.61M
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
22.5KNew |
$415K - $507K
|
22.5K
$597K
|
|
|
Feb 07, 2023
Q4 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
20.7KNew |
$382K - $467K
|
20.7K
$550K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
20.6KNew |
$380K - $464K
|
20.6K
$547K
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
20.4KNew |
$376K - $460K
|
20.4K
$542K
|
|
|
Feb 13, 2023
Q4 2022
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
20.4K+ 58.82% |
$376K - $459K
|
55K
$1.46M
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
18.4K+ 29.91% |
$339K - $415K
|
79.9K
$2.12M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16.4KNew |
$303K - $370K
|
16.4K
$436K
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
15.5KNew |
$286K - $349K
|
15.5K
$412K
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
14.6KNew |
$270K - $330K
|
14.6K
$389K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
14.4K+ 206.01% |
$266K - $325K
|
21.4K
$569K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
14K+ 104.52% |
$258K - $315K
|
27.4K
$727K
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
13.7K+ 85.95% |
$253K - $309K
|
29.7K
$788K
|
|
|
Aug 14, 2023
Q4 2022
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
12.9KNew |
$238K - $290K
|
12.9K
$342K
|
|
|
Feb 14, 2023
Q4 2022
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
12.8KNew |
$235K - $287K
|
12.8K
$339K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
12.1K+ 631.01% |
$223K - $273K
|
14K
$373K
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
12KNew |
$222K - $271K
|
12K
$320K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
12KNew |
$220K - $269K
|
12K
$318K
|
|
|
Jan 20, 2023
Q4 2022
|
Shearwater Capital LLC
|
BUY
|
- |
11.4KNew |
$210K - $257K
|
11.4K
$303K
|
|
|
Feb 09, 2023
Q4 2022
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
10.9KNew |
$201K - $245K
|
10.9K
$289K
|
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
10.8K+ 62.2% |
$199K - $243K
|
28.1K
$746K
|
|
|
Feb 09, 2023
Q4 2022
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
10.7KNew |
$198K - $242K
|
10.7K
$285K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$185K - $225K
|
10K
$266K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
9.3K+ 13.96% |
$172K - $210K
|
75.9K
$2.02M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
9K+ 17.63% |
$166K - $203K
|
60.1K
$1.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
8.25KNew |
$152K - $186K
|
8.25K
$219K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.48K+ 14.8% |
$138K - $168K
|
58K
$1.54M
|
|
|
Jan 24, 2023
Q4 2022
|
Derbend Asset Management
|
BUY
|
- |
7.16K+ 10.05% |
$132K - $161K
|
78.4K
$2.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.01K+ 389.22% |
$129K - $158K
|
8.81K
$234K
|
|
|
Feb 02, 2023
Q4 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
6.94K+ 12.18% |
$128K - $156K
|
63.9K
$1.7M
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
6.26K+ 56.95% |
$115K - $141K
|
17.2K
$458K
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
6.06K+ 16.78% |
$112K - $137K
|
42.2K
$1.12M
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.79K+ 1.37% |
$107K - $130K
|
427K
$11.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
5.34KNew |
$98.6K - $120K
|
5.34K
$142K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.63K+ 25.45% |
$85.5K - $104K
|
22.8K
$607K
|