Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr Dimensional (DFSV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.56M+ 4518.19% |
$36.1M - $40M
|
1.59M
$49.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
703K+ 267.04% |
$16.3M - $18.1M
|
966K
$30M
|
|
|
Jul 17, 2023
Q2 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
657KNew |
$15.2M - $16.9M
|
657K
$20.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
620K+ 325.72% |
$14.4M - $15.9M
|
811K
$25.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
319KNew |
$7.39M - $8.2M
|
319K
$9.92M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
303K+ 25.01% |
$7.02M - $7.78M
|
1.51M
$47.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
292K+ 36.73% |
$6.75M - $7.49M
|
1.09M
$33.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
202K+ 46.94% |
$4.68M - $5.2M
|
633K
$19.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
170K+ 202.13% |
$3.93M - $4.36M
|
254K
$7.88M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
162K+ 56.37% |
$3.75M - $4.16M
|
449K
$14M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
144K+ 9.11% |
$3.33M - $3.69M
|
1.72M
$53.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
136K+ 3.2% |
$3.16M - $3.51M
|
4.41M
$137M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
132K+ 66.42% |
$3.07M - $3.4M
|
332K
$10.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
126K+ 17.4% |
$2.93M - $3.25M
|
852K
$26.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
123K+ 42.65% |
$2.85M - $3.17M
|
412K
$12.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
120K+ 75.32% |
$2.78M - $3.08M
|
279K
$8.68M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
117K+ 43.43% |
$2.71M - $3M
|
386K
$12M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
116K+ 24.41% |
$2.69M - $2.99M
|
592K
$18.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
114K+ 69.53% |
$2.63M - $2.92M
|
277K
$8.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
111K+ 21.66% |
$2.56M - $2.84M
|
621K
$19.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
109KNew |
$2.53M - $2.81M
|
109K
$3.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
104K+ 42.85% |
$2.4M - $2.66M
|
346K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
101K+ 35.6% |
$2.35M - $2.61M
|
386K
$12M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
101K+ 98.38% |
$2.33M - $2.59M
|
203K
$6.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
92.5KNew |
$2.14M - $2.38M
|
92.5K
$2.88M
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
87.7K+ 26.26% |
$2.03M - $2.25M
|
422K
$13.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
85.4K+ 52.41% |
$1.98M - $2.2M
|
248K
$7.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
72.9K+ 24.59% |
$1.69M - $1.87M
|
369K
$11.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
61.2K+ 27.71% |
$1.42M - $1.57M
|
282K
$8.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
60.5K+ 79.0% |
$1.4M - $1.55M
|
137K
$4.26M
|
|
|
Jul 28, 2023
Q2 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
53.9K+ 67.37% |
$1.25M - $1.39M
|
134K
$4.17M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
53.3K+ 136.62% |
$1.24M - $1.37M
|
92.4K
$2.87M
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
51.8K+ 30.28% |
$1.2M - $1.33M
|
223K
$6.93M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
51.1K+ 53.81% |
$1.19M - $1.31M
|
146K
$4.55M
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
49.1KNew |
$1.14M - $1.26M
|
49.1K
$1.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
47.7K+ 90.9% |
$1.1M - $1.22M
|
100K
$3.11M
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
46.9K+ 16.75% |
$1.09M - $1.2M
|
327K
$10.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
44.6K+ 9.34% |
$1.03M - $1.15M
|
522K
$16.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
43K+ 385.83% |
$997K - $1.11M
|
54.2K
$1.69M
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
41.8K+ 71.36% |
$969K - $1.08M
|
100K
$3.12M
|
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
40.1K+ 5.86% |
$928K - $1.03M
|
724K
$22.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
39K+ 49.97% |
$904K - $1M
|
117K
$3.64M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
38.1K+ 25.77% |
$883K - $979K
|
186K
$5.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
36.9K+ 37.6% |
$855K - $949K
|
135K
$4.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
35.6K+ 22.49% |
$825K - $915K
|
194K
$6.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
35.5K+ 70.91% |
$823K - $913K
|
85.6K
$2.66M
|
|
|
Aug 02, 2023
Q2 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
33.5K+ 9.21% |
$777K - $862K
|
398K
$12.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
32.4K+ 4.98% |
$751K - $833K
|
684K
$21.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
31.2KNew |
$722K - $801K
|
31.2K
$969K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
30.8K+ 189.7% |
$713K - $791K
|
47K
$1.46M
|