Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr Dimensional (DFSV)

DFSV Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSV) during Q3 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
Nov 14, 2022 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
912K
New
$19.9M - $23.9M
912K $28.4M
Nov 14, 2022 Q3 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
486K
New
$10.6M - $12.7M
486K $15.1M
Nov 01, 2022 Q3 2022
Jackson Thornton Asset Management, LLC

BUY
 -
482K
New
$10.5M - $12.6M
482K $15M
Nov 14, 2022 Q3 2022
Stordahl Capital Management, Inc.

BUY
 -
405K
+ 211.12%
$8.83M - $10.6M
598K $18.6M
Nov 08, 2022 Q3 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
261K
+ 5161.68%
$5.69M - $6.84M
266K $8.28M
Oct 25, 2022 Q3 2022
Balasa Dinverno & Foltz LLC

Itasca, IL
BUY
 -
244K
+ 46.27%
$5.31M - $6.39M
771K $24M
Nov 14, 2022 Q3 2022
Truepoint, Inc.

BUY
 -
232K
+ 30.71%
$5.04M - $6.06M
986K $30.7M
Oct 27, 2022 Q3 2022
Index Fund Advisors, Inc.

BUY
 -
216K
+ 141.02%
$4.71M - $5.67M
370K $11.5M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
182K
+ 947.7%
$3.96M - $4.76M
201K $6.25M
Oct 12, 2022 Q3 2022
Advisory Alpha, LLC

BUY
 -
100K
New
$2.18M - $2.63M
100K $3.12M
Nov 09, 2022 Q3 2022
Fure Financial Corp

Bloomington, MN
BUY
 -
88.7K
New
$1.93M - $2.32M
88.7K $2.76M
Nov 14, 2022 Q3 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
86.6K
New
$1.89M - $2.27M
86.6K $2.69M
Oct 19, 2022 Q3 2022
Evensky & Katz LLC

BUY
 -
74.7K
New
$1.63M - $1.95M
74.7K $2.32M
Nov 10, 2022 Q3 2022
Bank Of Montreal

Toronto, A6
BUY
 -
71.8K
+ 74.91%
$1.56M - $1.88M
168K $5.21M
Nov 09, 2022 Q3 2022
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
64.6K
+ 469.12%
$1.41M - $1.69M
78.4K $2.44M
Nov 14, 2022 Q3 2022
Total Wealth Planning, LLC

BUY
 -
62.3K
+ 127.39%
$1.36M - $1.63M
111K $3.46M
Oct 14, 2022 Q3 2022
Collective Family Office LLC

BUY
 -
49.4K
New
$1.07M - $1.29M
49.4K $1.53M
Nov 09, 2022 Q3 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
48.1K
+ 194.56%
$1.05M - $1.26M
72.8K $2.26M
Nov 08, 2022 Q3 2022
Brr Op Co, LLC

BUY
 -
44.9K
+ 52.64%
$977K - $1.17M
130K $4.05M
Nov 09, 2022 Q3 2022
Aveo Capital Partners, LLC

BUY
 -
42K
+ 15.98%
$914K - $1.1M
305K $9.48M
Oct 13, 2022 Q3 2022
Advisory Services & Investments, LLC

BUY
 -
39.9K
+ 32.27%
$869K - $1.04M
164K $5.08M
Nov 14, 2022 Q3 2022
Nwam LLC

Mercer Island, WA
BUY
 -
39.1K
+ 260.79%
$851K - $1.02M
54.1K $1.68M
Nov 09, 2022 Q3 2022
Chicago Partners Investment Group LLC

BUY
 -
32.7K
+ 34.56%
$711K - $855K
127K $3.95M
Nov 01, 2022 Q3 2022
Sterling Financial Planning, Inc.

BUY
 -
31.3K
+ 253.35%
$681K - $819K
43.6K $1.36M
Nov 10, 2022 Q3 2022
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
30.3K
+ 56.0%
$659K - $792K
84.3K $2.62M
Nov 10, 2022 Q3 2022
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
27.4K
New
$598K - $718K
27.4K $853K
Oct 12, 2022 Q3 2022
Sns Financial Group, LLC

BUY
 -
27.2K
+ 121.74%
$592K - $712K
49.6K $1.54M
Oct 27, 2022 Q3 2022
Keb Asset Management, LLC

Springfield, IL
BUY
 -
26.1K
New
$568K - $683K
26.1K $811K
Oct 28, 2022 Q3 2022
Better Wealth, LLC

BUY
 -
25.5K
+ 4.93%
$556K - $669K
544K $16.9M
Oct 12, 2022 Q3 2022
Soundmark Wealth Management, LLC

BUY
 -
25.3K
New
$551K - $662K
25.3K $786K
Nov 10, 2022 Q3 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
24.1K
New
$524K - $630K
24.1K $748K
Nov 09, 2022 Q3 2022
Liberty Capital Management, Inc.

BUY
 -
21.8K
New
$475K - $571K
21.8K $679K
Nov 03, 2022 Q3 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
21.4K
+ 33462.5%
$466K - $560K
21.5K $668K
Nov 03, 2022 Q3 2022
Equius Partners, Inc.

BUY
 -
21.3K
+ 31.86%
$464K - $558K
88.2K $2.74M
Nov 09, 2022 Q3 2022
American Investment Services, Inc.

BUY
 -
18.7K
+ 107.72%
$407K - $489K
36K $1.12M
Nov 15, 2022 Q3 2022
Monograph Wealth Advisors, LLC

BUY
 -
18.4K
New
$402K - $483K
18.4K $573K
Oct 12, 2022 Q3 2022
Evanson Asset Management, LLC

BUY
 -
17.8K
+ 21.2%
$389K - $467K
102K $3.17M
Nov 04, 2022 Q3 2022
Tortoise Investment Management, LLC

BUY
 -
14.8K
New
$322K - $387K
14.8K $460K
Nov 08, 2022 Q3 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
14.6K
+ 71.57%
$318K - $383K
35K $1.09M
Oct 06, 2022 Q3 2022
Krilogy Financial LLC

BUY
 -
13.5K
New
$293K - $353K
13.5K $419K
Oct 06, 2022 Q3 2022
Uma Financial Services, Inc.

BUY
 -
12.7K
New
$276K - $332K
12.7K $394K
Nov 14, 2022 Q3 2022
Investmark Advisory Group LLC

BUY
 -
12.6K
New
$273K - $329K
12.6K $390K
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
12.4K
+ 126.08%
$271K - $325K
22.3K $693K
Nov 01, 2022 Q3 2022
Mattern Wealth Management LLC

BUY
 -
12.2K
New
$266K - $319K
12.2K $379K
Nov 14, 2022 Q3 2022
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
12K
+ 1558.44%
$261K - $314K
12.8K $397K
Nov 14, 2022 Q3 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
10.5K
+ 53.63%
$230K - $276K
30.2K $939K
Nov 14, 2022 Q3 2022
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
10.3K
+ 67.04%
$225K - $270K
25.7K $799K
Nov 07, 2022 Q3 2022
Roberts Glore & CO Inc

Deerfield, IL
BUY
 -
9.95K
New
$217K - $260K
9.95K $309K
Oct 26, 2022 Q3 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
9.56K
+ 751.22%
$208K - $250K
10.8K $337K

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