Purchases and Sales Made in Q1 2022 in Dimensional ETF Tr Dimensional (DFSV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
100KNew |
$2.47M - $2.66M
|
100K
$3.11M
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
59.5KNew |
$1.47M - $1.58M
|
59.5K
$1.85M
|
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
24.2KNew |
$598K - $642K
|
24.2K
$752K
|
|
|
May 06, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
24.1KNew |
$597K - $641K
|
24.1K
$751K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
11KNew |
$273K - $293K
|
11K
$343K
|
|
|
May 11, 2022
Q1 2022
|
Equius Partners, Inc.
|
BUY
|
- |
9.51KNew |
$235K - $253K
|
9.51K
$296K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.17KNew |
$53.6K - $57.6K
|
2.17K
$67.4K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
1.35KNew |
$33.3K - $35.7K
|
1.35K
$41.8K
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
924New |
$22.8K - $24.5K
|
924
$28.7K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
798New |
$19.7K - $21.2K
|
798
$24.8K
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
189New |
$4.67K - $5.02K
|
189
$5.88K
|
|
|
May 10, 2022
Q1 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
100New |
$2.47K - $2.66K
|
100
$3.11K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
67New |
$1.66K - $1.78K
|
67
$2.08K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|