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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Retirement Solution Inc.
|
BUY
|
- |
29K+ 5.17% |
$672K - $746K
|
590K
$18.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
28.3K+ 27.82% |
$655K - $726K
|
130K
$3.99M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
28K+ 4.97% |
$650K - $721K
|
592K
$18.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Jentner Corp
|
BUY
|
- |
26.9K+ 28.45% |
$624K - $692K
|
122K
$3.74M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
26.2KNew |
$607K - $673K
|
26.2K
$806K
|
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
24.8K+ 13.27% |
$574K - $637K
|
212K
$6.5M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.6K+ 82.74% |
$569K - $631K
|
54.2K
$1.67M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.6K+ 82.74% |
$569K - $631K
|
54.2K
$1.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
23.1K+ 3638.99% |
$536K - $595K
|
23.8K
$731K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
22.3K+ 103.05% |
$517K - $574K
|
44K
$1.35M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
22.2KNew |
$514K - $570K
|
22.2K
$682K
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
21.2K+ 67.9% |
$491K - $544K
|
52.4K
$1.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
20K+ 100.07% |
$462K - $513K
|
39.9K
$1.23M
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
19.4KNew |
$449K - $499K
|
19.4K
$597K
|
|
|
Jul 24, 2023
Q2 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
19K+ 223.25% |
$441K - $489K
|
27.5K
$847K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
18.8K+ 49.98% |
$435K - $482K
|
56.3K
$1.73M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
18.2K+ 6.04% |
$421K - $467K
|
319K
$9.81M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
18.2K+ 6.04% |
$421K - $467K
|
319K
$9.81M
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
17.9K+ 1994.99% |
$416K - $461K
|
18.8K
$579K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
17.4K+ 61.75% |
$404K - $448K
|
45.7K
$1.4M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
BUY
|
- |
16.3K+ 31.89% |
$378K - $420K
|
67.5K
$2.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16.2K+ 82.86% |
$375K - $416K
|
35.7K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
16.2KNew |
$374K - $415K
|
16.2K
$497K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.9K+ 32.96% |
$369K - $409K
|
64.3K
$1.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.8K+ 11.32% |
$367K - $407K
|
156K
$4.79M
|
|
|
Jul 28, 2023
Q2 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
15.8K+ 9.14% |
$366K - $406K
|
189K
$5.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.4K+ 63.84% |
$357K - $396K
|
39.5K
$1.21M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
14.8K+ 2.76% |
$344K - $381K
|
553K
$17M
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
14.8KNew |
$343K - $380K
|
14.8K
$455K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.7K+ 11.69% |
$340K - $377K
|
140K
$4.32M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
14KNew |
$323K - $359K
|
14K
$429K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
13.9K+ 69.66% |
$321K - $356K
|
33.8K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
13.2K+ 9.39% |
$305K - $338K
|
153K
$4.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
11.5K+ 37.63% |
$266K - $295K
|
42K
$1.29M
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
11.4KNew |
$265K - $293K
|
11.4K
$351K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.3KNew |
$262K - $291K
|
11.3K
$348K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
11K+ 11.76% |
$254K - $282K
|
104K
$3.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.2K+ 23.51% |
$237K - $263K
|
53.7K
$1.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.1KNew |
$234K - $259K
|
10.1K
$310K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
9.88KNew |
$229K - $254K
|
9.88K
$304K
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
9.55K+ 16.82% |
$221K - $245K
|
66.3K
$2.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.49K+ 4.26% |
$220K - $244K
|
232K
$7.14M
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
9.02KNew |
$209K - $232K
|
9.02K
$277K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
8.87K+ 76.95% |
$206K - $228K
|
20.4K
$627K
|
|
|
Jul 24, 2023
Q2 2023
|
Better Wealth, LLC
|
BUY
|
- |
8.75K+ 1.49% |
$203K - $225K
|
596K
$18.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
8.66K+ 76.45% |
$201K - $223K
|
20K
$615K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
8.46K+ 6.83% |
$196K - $217K
|
132K
$4.07M
|
|
|
Jul 19, 2023
Q2 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
8.42KNew |
$195K - $216K
|
8.42K
$259K
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
8.27KNew |
$192K - $212K
|
8.27K
$254K
|
|
|
Aug 08, 2023
Q2 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
7.87K+ 26.97% |
$182K - $202K
|
37.1K
$1.14M
|