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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
7.79K+ 26.06% |
$180K - $200K
|
37.7K
$1.16M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
7.66K+ 4.2% |
$177K - $197K
|
190K
$5.84M
|
|
|
Oct 15, 2024
Q2 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
7.38K+ 61.99% |
$171K - $190K
|
19.3K
$593K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
7.1K+ 10.14% |
$165K - $182K
|
77.1K
$2.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.03K+ 194.95% |
$163K - $181K
|
10.6K
$327K
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
6.77K+ 241.32% |
$157K - $174K
|
9.57K
$294K
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
6.28K+ 56.33% |
$145K - $161K
|
17.4K
$536K
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
6.07K+ 8.52% |
$141K - $156K
|
77.3K
$2.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
5.77K+ 3.21% |
$134K - $148K
|
186K
$5.71M
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
5.7K+ 15.3% |
$132K - $146K
|
42.9K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.06K+ 51.32% |
$117K - $130K
|
14.9K
$459K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.74K+ 54.45% |
$110K - $122K
|
13.4K
$413K
|
|
|
Jul 05, 2023
Q2 2023
|
Shearwater Capital LLC
|
BUY
|
- |
3.86K+ 34.97% |
$89.4K - $99.2K
|
14.9K
$458K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
3.65K+ 10.68% |
$84.6K - $93.8K
|
37.8K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.16KNew |
$73.1K - $81.1K
|
3.16K
$97K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.55KNew |
$59.1K - $65.5K
|
2.55K
$78.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
2.53K+ 5.15% |
$58.6K - $65K
|
51.6K
$1.59M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.5K+ 26.58% |
$57.9K - $64.2K
|
11.9K
$366K
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.1K+ 6.91% |
$48.7K - $54K
|
32.5K
$999K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.1K+ 20.06% |
$48.6K - $53.9K
|
12.6K
$386K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2.04K+ 312.39% |
$47.3K - $52.5K
|
2.7K
$82.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.97K+ 19.24% |
$45.7K - $50.7K
|
12.2K
$376K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.96KNew |
$45.3K - $50.3K
|
1.96K
$60.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.5K+ 29.18% |
$34.7K - $38.4K
|
6.62K
$204K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.33K+ 0.13% |
$30.8K - $34.2K
|
991K
$30.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.31K+ 1011.63% |
$30.2K - $33.5K
|
1.43K
$44.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.27K+ 1.63% |
$29.4K - $32.6K
|
79.2K
$2.44M
|
|
|
Aug 04, 2023
Q2 2023
|
Schubert & CO
|
BUY
|
- |
1.26K+ 3.39% |
$29.1K - $32.3K
|
38.3K
$1.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.21K+ 1.53% |
$27.9K - $31K
|
80K
$2.46M
|
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.14K+ 4.27% |
$26.5K - $29.3K
|
27.9K
$857K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.08K+ 14.53% |
$25.1K - $27.8K
|
8.54K
$263K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.08K+ 14.53% |
$25.1K - $27.8K
|
8.54K
$263K
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.01K+ 3.18% |
$23.3K - $25.9K
|
32.7K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
998+ 0.9% |
$23.1K - $25.6K
|
112K
$3.43M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
680New |
$15.8K - $17.5K
|
680
$20.9K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
632+ 7.49% |
$14.6K - $16.2K
|
9.07K
$279K
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
571+ 3.22% |
$13.2K - $14.7K
|
18.3K
$563K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
518+ 10.73% |
$12K - $13.3K
|
5.35K
$164K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
489+ 0.87% |
$11.3K - $12.6K
|
57K
$1.75M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
409+ 1.24% |
$9.48K - $10.5K
|
33.4K
$1.03M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
304+ 119.69% |
$7.04K - $7.81K
|
558
$17.2K
|
|
|
Sep 05, 2023
Q2 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
293+ 0.76% |
$6.79K - $7.53K
|
38.7K
$1.19M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
215New |
$4.98K - $5.53K
|
215
$6.61K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
153+ 186.59% |
$3.55K - $3.93K
|
235
$7.23K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
125+ 96.15% |
$2.9K - $3.21K
|
255
$7.84K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
73New |
$1.69K - $1.88K
|
73
$2.24K
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
47+ 0.4% |
$1.09K - $1.21K
|
11.9K
$366K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14+ 0.87% |
$324 - $360
|
1.63K
$50.2K
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
13+ 0.15% |
$301 - $334
|
8.45K
$260K
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
10+ 0.05% |
$232 - $257
|
20.8K
$640K
|