Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr Dimensional (DFSV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
5.61MNew |
$126M - $149M
|
5.61M
$174M
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.74MNew |
$84M - $98.9M
|
3.74M
$116M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
1.54MNew |
$34.7M - $40.8M
|
1.54M
$48M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.04MNew |
$23.3M - $27.5M
|
1.04M
$32.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
969KNew |
$21.8M - $25.6M
|
969K
$30.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
628KNew |
$14.1M - $16.6M
|
628K
$19.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
418K+ 7.14% |
$9.39M - $11.1M
|
6.27M
$195M
|
|
|
Feb 15, 2023
Q4 2022
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
416KNew |
$9.35M - $11M
|
416K
$12.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
336KNew |
$7.54M - $8.88M
|
336K
$10.4M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
302K+ 8001.43% |
$6.78M - $7.98M
|
305K
$9.49M
|
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
247KNew |
$5.55M - $6.53M
|
247K
$7.68M
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
243KNew |
$5.46M - $6.43M
|
243K
$7.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
242KNew |
$5.43M - $6.4M
|
242K
$7.51M
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
217K+ 58.76% |
$4.89M - $5.75M
|
587K
$18.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
209K+ 68.63% |
$4.7M - $5.53M
|
514K
$16M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
195K+ 796.85% |
$4.38M - $5.15M
|
219K
$6.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
186KNew |
$4.18M - $4.92M
|
186K
$5.78M
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
179KNew |
$4.02M - $4.73M
|
179K
$5.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
169KNew |
$3.79M - $4.47M
|
169K
$5.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
163K+ 81.0% |
$3.66M - $4.31M
|
364K
$11.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
156K+ 1156.97% |
$3.5M - $4.13M
|
169K
$5.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
128K+ 286.41% |
$2.88M - $3.39M
|
173K
$5.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
125K+ 356.16% |
$2.8M - $3.3M
|
160K
$4.97M
|
|
|
Feb 24, 2023
Q4 2022
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
121KNew |
$2.71M - $3.19M
|
121K
$3.75M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
118K+ 119.96% |
$2.66M - $3.13M
|
217K
$6.75M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
111KNew |
$2.5M - $2.94M
|
111K
$3.46M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
104KNew |
$2.34M - $2.76M
|
104K
$3.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
103KNew |
$2.32M - $2.74M
|
103K
$3.21M
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
97.9KNew |
$2.2M - $2.59M
|
97.9K
$3.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
94.2KNew |
$2.12M - $2.49M
|
94.2K
$2.93M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
90KNew |
$2.02M - $2.38M
|
90K
$2.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
BUY
|
- |
85.2K+ 96.55% |
$1.91M - $2.25M
|
173K
$5.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
85.1K+ 381.62% |
$1.91M - $2.25M
|
107K
$3.34M
|
|
|
Feb 09, 2023
Q4 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
82.7K+ 321.77% |
$1.86M - $2.19M
|
108K
$3.37M
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
79.4KNew |
$1.78M - $2.1M
|
79.4K
$2.47M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
79K+ 8.66% |
$1.78M - $2.09M
|
991K
$30.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
79K+ 8.66% |
$1.78M - $2.09M
|
991K
$30.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
74.4K+ 44.42% |
$1.67M - $1.97M
|
242K
$7.52M
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
72.8KNew |
$1.64M - $1.93M
|
72.8K
$2.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
68.2KNew |
$1.53M - $1.8M
|
68.2K
$2.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
65.2KNew |
$1.46M - $1.72M
|
65.2K
$2.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
56.9KNew |
$1.28M - $1.5M
|
56.9K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
54.5KNew |
$1.22M - $1.44M
|
54.5K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Jentner Corp
|
BUY
|
- |
53.6KNew |
$1.2M - $1.42M
|
53.6K
$1.67M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
50.8K+ 39.91% |
$1.14M - $1.34M
|
178K
$5.53M
|
|
|
Feb 06, 2023
Q4 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
47.3K+ 181.4% |
$1.06M - $1.25M
|
73.4K
$2.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
43.3K+ 7.25% |
$973K - $1.15M
|
641K
$19.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
41.7KNew |
$937K - $1.1M
|
41.7K
$1.3M
|
|
|
Sep 05, 2023
Q4 2022
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
39.8KNew |
$893K - $1.05M
|
39.8K
$1.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
38.8K+ 14.58% |
$872K - $1.03M
|
305K
$9.48M
|