Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr Dimensional (DFSV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
27.5K+ 17.67% |
$687K - $762K
|
183K
$5.91M
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Solution Inc.
|
BUY
|
- |
26.6K+ 4.51% |
$665K - $737K
|
617K
$19.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
26.4K+ 4.25% |
$659K - $731K
|
647K
$20.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
26.3K+ 43165.57% |
$657K - $729K
|
26.4K
$851K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
26.3K+ 4.44% |
$657K - $729K
|
618K
$19.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
23.3K+ 133.94% |
$582K - $646K
|
40.7K
$1.31M
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
22.2K+ 6.79% |
$554K - $614K
|
349K
$11.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.2K+ 195.89% |
$553K - $614K
|
33.5K
$1.08M
|
|
|
Oct 27, 2023
Q3 2023
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
21K+ 4.03% |
$525K - $583K
|
544K
$17.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20K+ 3.37% |
$499K - $553K
|
612K
$19.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.9KNew |
$496K - $550K
|
19.9K
$641K
|
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
19.6K+ 9.27% |
$489K - $543K
|
231K
$7.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19.4K+ 54.28% |
$484K - $536K
|
55.1K
$1.78M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
19.3K+ 40.97% |
$481K - $533K
|
66.3K
$2.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
18.9KNew |
$471K - $523K
|
18.9K
$609K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
17.6KNew |
$440K - $488K
|
17.6K
$568K
|
|
|
Oct 12, 2023
Q3 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
15.8K+ 83.71% |
$394K - $437K
|
34.6K
$1.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.4K+ 39.1% |
$386K - $428K
|
54.9K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
15.4K+ 6.07% |
$384K - $426K
|
269K
$8.67M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.3K+ 30.89% |
$383K - $425K
|
65K
$2.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.8K+ 118.07% |
$370K - $410K
|
27.4K
$883K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
14.7KNew |
$367K - $407K
|
14.7K
$474K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.4KNew |
$361K - $400K
|
14.4K
$466K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
13.8K+ 30.24% |
$345K - $382K
|
59.5K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
13.2KNew |
$329K - $364K
|
13.2K
$424K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
13.1KNew |
$327K - $363K
|
13.1K
$422K
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
12.6K+ 10.76% |
$314K - $349K
|
130K
$4.18M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
12.4KNew |
$310K - $344K
|
12.4K
$401K
|
|
|
Oct 31, 2023
Q3 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
12.3K+ 6.63% |
$308K - $341K
|
198K
$6.38M
|
|
|
Oct 10, 2023
Q3 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
12K+ 23.31% |
$301K - $333K
|
63.7K
$2.05M
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
11.8K+ 35.49% |
$296K - $328K
|
45.2K
$1.46M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
BUY
|
- |
11.5K+ 17.01% |
$287K - $318K
|
79K
$2.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.2KNew |
$279K - $309K
|
11.2K
$360K
|
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
11.1K+ 34.08% |
$278K - $308K
|
43.8K
$1.41M
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
11.1KNew |
$277K - $307K
|
11.1K
$358K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
9.74K+ 6.35% |
$243K - $270K
|
163K
$5.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.58KNew |
$239K - $265K
|
9.58K
$309K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9.13KNew |
$228K - $253K
|
9.13K
$294K
|
|
|
Oct 18, 2023
Q3 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
8.37KNew |
$209K - $232K
|
8.37K
$270K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
8.09KNew |
$202K - $224K
|
8.09K
$261K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
7.9K+ 24.79% |
$197K - $219K
|
39.8K
$1.28M
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
7.72K+ 20.49% |
$193K - $214K
|
45.4K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.69K+ 14.15% |
$192K - $213K
|
62K
$2M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.52K+ 1.5% |
$188K - $208K
|
509K
$16.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.01K+ 25.43% |
$175K - $194K
|
34.6K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
6.84K+ 21.95% |
$171K - $189K
|
38K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
6.16K+ 13.99% |
$154K - $170K
|
50.2K
$1.62M
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
5.96K+ 8.98% |
$149K - $165K
|
72.3K
$2.33M
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5.63K+ 5.05% |
$141K - $156K
|
117K
$3.78M
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5.4K+ 53.8% |
$135K - $150K
|
15.4K
$498K
|