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 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
37.7KNew |
$847K - $998K
|
37.7K
$1.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
35.5KNew |
$799K - $940K
|
35.5K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
32.4K+ 44.51% |
$728K - $858K
|
105K
$3.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
32K+ 132.92% |
$719K - $846K
|
56K
$1.72M
|
|
|
Aug 11, 2023
Q4 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
31.4K+ 59.92% |
$707K - $832K
|
83.9K
$2.58M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
29.1KNew |
$654K - $770K
|
29.1K
$895K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
28.4KNew |
$637K - $750K
|
28.4K
$872K
|
|
|
Feb 08, 2023
Q4 2022
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
28.3KNew |
$635K - $748K
|
28.3K
$869K
|
|
|
Jan 23, 2023
Q4 2022
|
Better Wealth, LLC
|
BUY
|
- |
27.8K+ 5.11% |
$624K - $735K
|
572K
$17.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
25.6KNew |
$576K - $678K
|
25.6K
$788K
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
24.2K+ 158.56% |
$544K - $641K
|
39.5K
$1.21M
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
24KNew |
$539K - $635K
|
24K
$738K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
22.5K+ 119.85% |
$505K - $595K
|
41.2K
$1.27M
|
|
|
Jul 03, 2024
Q4 2022
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
21.4KNew |
$482K - $568K
|
21.4K
$660K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19.7KNew |
$444K - $523K
|
19.7K
$607K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.6KNew |
$441K - $519K
|
19.6K
$604K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.5KNew |
$437K - $515K
|
19.5K
$599K
|
|
|
Feb 14, 2023
Q4 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
19.4K+ 4.02% |
$436K - $513K
|
501K
$15.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
16.3KNew |
$366K - $431K
|
16.3K
$500K
|
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
16.2KNew |
$363K - $428K
|
16.2K
$497K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
16.1K+ 128.05% |
$361K - $425K
|
28.6K
$881K
|
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
15.9KNew |
$357K - $421K
|
15.9K
$489K
|
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
15.5KNew |
$347K - $409K
|
15.5K
$475K
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
15.2K+ 13.65% |
$341K - $401K
|
126K
$3.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
15.2KNew |
$341K - $401K
|
15.2K
$466K
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
15.2K+ 42.05% |
$341K - $401K
|
51.2K
$1.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
15K+ 17.83% |
$338K - $398K
|
99.4K
$3.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
14.9KNew |
$336K - $396K
|
14.9K
$460K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
14.8KNew |
$332K - $391K
|
14.8K
$455K
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
14.7KNew |
$331K - $390K
|
14.7K
$453K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
14.7K+ 14.61% |
$329K - $388K
|
115K
$3.54M
|
|
|
Jan 12, 2023
Q4 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
12.9K+ 51.12% |
$291K - $342K
|
38.2K
$1.18M
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
12.6KNew |
$284K - $335K
|
12.6K
$389K
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
11.7K+ 2.93% |
$263K - $310K
|
411K
$12.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
11.7K+ 42.58% |
$263K - $309K
|
39.1K
$1.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
11.6K+ 43.74% |
$262K - $308K
|
38.3K
$1.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
11.5KNew |
$259K - $305K
|
11.5K
$355K
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
10.9K+ 24.92% |
$244K - $288K
|
54.5K
$1.68M
|
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
10.4KNew |
$234K - $276K
|
10.4K
$321K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
10.3KNew |
$231K - $272K
|
10.3K
$316K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
10.1KNew |
$227K - $267K
|
10.1K
$311K
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
9.82K+ 45.01% |
$221K - $260K
|
31.7K
$973K
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
9.78KNew |
$220K - $259K
|
9.78K
$301K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.48KNew |
$213K - $251K
|
9.48K
$292K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
9.47KNew |
$213K - $251K
|
9.47K
$291K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
9.28KNew |
$208K - $245K
|
9.28K
$285K
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
9.27KNew |
$208K - $245K
|
9.27K
$285K
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
9.27KNew |
$208K - $245K
|
9.27K
$285K
|
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
9.25KNew |
$208K - $245K
|
9.25K
$284K
|
|
|
Jan 20, 2023
Q4 2022
|
Shearwater Capital LLC
|
BUY
|
- |
8.61KNew |
$193K - $228K
|
8.61K
$265K
|