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
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4.38K+ 10.61% |
$80.7K - $98.6K
|
45.6K
$1.21M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.68KNew |
$67.8K - $82.9K
|
3.68K
$97.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
BUY
|
- |
3.42K+ 30.61% |
$63K - $77K
|
14.6K
$387K
|
|
|
Feb 13, 2023
Q4 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
3.28K+ 14.36% |
$60.5K - $73.9K
|
26.1K
$693K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.95KNew |
$54.5K - $66.5K
|
2.95K
$78.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.94K+ 13.83% |
$54.3K - $66.3K
|
24.2K
$643K
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2.56K+ 4.54% |
$47.1K - $57.6K
|
58.8K
$1.56M
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.16KNew |
$39.8K - $48.6K
|
2.16K
$57.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
1.75K+ 8.24% |
$32.2K - $39.4K
|
22.9K
$609K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
923+ 12.95% |
$17K - $20.8K
|
8.05K
$214K
|
|
|
Feb 07, 2023
Q4 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
900+ 3.17% |
$16.6K - $20.3K
|
29.3K
$778K
|
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
475+ 2.07% |
$8.76K - $10.7K
|
23.4K
$623K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
453New |
$8.36K - $10.2K
|
453
$12K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
450New |
$8.3K - $10.1K
|
450
$12K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
350New |
$6.46K - $7.89K
|
350
$9.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
4+ 0.59% |
$73.8 - $90.2
|
677
$18K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-182- 1.3% |
$3.36K - $4.1K
|
13.9K
$368K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.67K- 85.74% |
$30.8K - $37.7K
|
278
$7.39K
|
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.63K- 2.76% |
$67K - $81.8K
|
128K
$3.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.05K- 28.11% |
$93.2K - $114K
|
12.9K
$343K
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-6.34K- 31.77% |
$117K - $143K
|
13.6K
$362K
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-7.71K- 5.22% |
$142K - $174K
|
140K
$3.72M
|
|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-9.49K- 6.22% |
$175K - $214K
|
143K
$3.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-10.9K- 14.03% |
$201K - $245K
|
66.7K
$1.77M
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-26.4K- 12.56% |
$487K - $595K
|
184K
$4.88M
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-34.1K- 24.83% |
$628K - $768K
|
103K
$2.74M
|
|
|
May 31, 2023
Q4 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-74.9K- 53.41% |
$1.38M - $1.69M
|
65.4K
$1.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-123K- 49.0% |
$2.27M - $2.78M
|
128K
$3.41M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-144K- 15.68% |
$2.66M - $3.25M
|
775K
$20.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-155K- 47.52% |
$2.87M - $3.5M
|
172K
$4.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-160K- 29.94% |
$2.96M - $3.61M
|
375K
$9.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-744K- 63.54% |
$13.7M - $16.8M
|
427K
$11.3M
|