Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr Dimensional (DFSV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSV) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
6.48K+ 3.89% |
$154K - $183K
|
173K
$5.19M
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
5.89K+ 24.52% |
$140K - $167K
|
29.9K
$898K
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
5.57K+ 33.68% |
$132K - $158K
|
22.1K
$663K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.83KNew |
$115K - $137K
|
4.83K
$145K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4.74K+ 37.47% |
$113K - $134K
|
17.4K
$522K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.64K+ 23.83% |
$110K - $131K
|
24.1K
$724K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3.89K+ 313.13% |
$92.3K - $110K
|
5.13K
$154K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.77KNew |
$89.5K - $107K
|
3.77K
$113K
|
|
|
Apr 10, 2023
Q1 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
3.63K+ 3.71% |
$86.2K - $103K
|
102K
$3.05M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.61KNew |
$85.6K - $102K
|
3.61K
$108K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.22K+ 3.57% |
$76.3K - $91K
|
93.2K
$2.8M
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.21K+ 39.49% |
$76.1K - $90.8K
|
11.3K
$340K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2.87KNew |
$68.2K - $81.4K
|
2.87K
$86.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.62K+ 10.22% |
$62.2K - $74.1K
|
28.2K
$848K
|
|
|
Apr 03, 2023
Q1 2023
|
Shearwater Capital LLC
|
BUY
|
- |
2.43K+ 28.2% |
$57.6K - $68.7K
|
11K
$331K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.23K+ 2.24% |
$52.9K - $63K
|
102K
$3.05M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.98K+ 3.62% |
$46.9K - $55.9K
|
56.5K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.87K+ 6.54% |
$44.5K - $53.1K
|
30.5K
$917K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.62KNew |
$38.4K - $45.8K
|
1.62K
$48.6K
|
|
|
Oct 15, 2024
Q1 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1.48K+ 14.15% |
$35K - $41.8K
|
11.9K
$357K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.32K+ 21.5% |
$31.3K - $37.3K
|
7.45K
$224K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.19K+ 74.01% |
$28.3K - $33.8K
|
2.81K
$84.3K
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
1.19K+ 11.96% |
$28.3K - $33.7K
|
11.1K
$335K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.04KNew |
$24.6K - $29.4K
|
1.04K
$31.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.01KNew |
$24K - $28.7K
|
1.01K
$30.4K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
971+ 10.24% |
$23.1K - $27.5K
|
10.5K
$314K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
900New |
$21.4K - $25.5K
|
900
$27K
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
769+ 5.14% |
$18.3K - $21.8K
|
15.7K
$472K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
735+ 4.52% |
$17.4K - $20.8K
|
17K
$511K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
670+ 4.53% |
$15.9K - $19K
|
15.5K
$464K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
636New |
$15.1K - $18K
|
636
$19.1K
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
545+ 1.68% |
$12.9K - $15.4K
|
33K
$990K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
526+ 58.25% |
$12.5K - $14.9K
|
1.43K
$42.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
417+ 2.05% |
$9.9K - $11.8K
|
20.8K
$625K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
187+ 23.38% |
$4.44K - $5.29K
|
987
$29.6K
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
176+ 0.22% |
$4.18K - $4.98K
|
78.8K
$2.37M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
61+ 0.24% |
$1.45K - $1.73K
|
25.9K
$777K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
53+ 69.74% |
$1.26K - $1.5K
|
129
$3.88K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
40+ 44.44% |
$950 - $1.13K
|
130
$3.91K
|
|
|
Apr 25, 2023
Q1 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
18+ 0.11% |
$427 - $510
|
16.2K
$486K
|
|
|
Apr 19, 2023
Q1 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
3+ 0.02% |
$71.2 - $84.9
|
15.5K
$465K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-103- 1.11% |
$2.45K - $2.92K
|
9.15K
$275K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-140- 39.66% |
$3.32K - $3.96K
|
213
$6.4K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-235- 1.19% |
$5.58K - $6.65K
|
19.5K
$586K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-256- 9.6% |
$6.08K - $7.25K
|
2.41K
$72.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-305- 0.56% |
$7.24K - $8.63K
|
54.6K
$1.64M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-667- 0.6% |
$15.8K - $18.9K
|
111K
$3.32M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1K- 0.71% |
$23.8K - $28.4K
|
140K
$4.21M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.06K- 5.03% |
$25K - $29.9K
|
19.9K
$598K
|