Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr Dimensional (DISV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DISV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.41K+ 1.98% |
$31.6K - $34.9K
|
72.7K
$1.96M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.16K+ 1.97% |
$25.9K - $28.7K
|
60K
$1.62M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1.15K+ 5.03% |
$25.8K - $28.5K
|
24.1K
$649K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.15K+ 2.18% |
$25.6K - $28.3K
|
53.7K
$1.45M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.1K+ 2.74% |
$24.6K - $27.1K
|
41K
$1.11M
|
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
BUY
|
- |
1.03K+ 1.31% |
$23K - $25.4K
|
79.4K
$2.14M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1KNew |
$22.4K - $24.8K
|
1K
$27K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
996+ 3.02% |
$22.3K - $24.7K
|
34K
$916K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
844+ 1.85% |
$18.9K - $20.9K
|
46.5K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
798New |
$17.9K - $19.8K
|
798
$21.5K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
634+ 6.34% |
$14.2K - $15.7K
|
10.6K
$287K
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
554+ 1.89% |
$12.4K - $13.7K
|
29.8K
$803K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
513New |
$11.5K - $12.7K
|
513
$13.8K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
352New |
$7.88K - $8.71K
|
352
$9.49K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
352+ 1.49% |
$7.88K - $8.71K
|
24K
$648K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
217New |
$4.86K - $5.37K
|
217
$5.85K
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
180+ 1.24% |
$4.03K - $4.46K
|
14.8K
$398K
|
|
|
Apr 25, 2023
Q1 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
31+ 0.1% |
$694 - $767
|
32.4K
$874K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
28+ 0.1% |
$627 - $693
|
27.4K
$738K
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
18+ 0.13% |
$403 - $446
|
13.6K
$368K
|
|
|
May 15, 2023
Q1 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
12+ 0.22% |
$269 - $297
|
5.35K
$144K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
5New |
$112 - $124
|
5
$135
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
4+ 0.03% |
$89.6 - $99
|
13.9K
$374K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 0.15% |
$22.4 - $24.8
|
678
$18.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-49- 0.17% |
$1.1K - $1.21K
|
29.6K
$798K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-155- 1.44% |
$3.47K - $3.84K
|
10.6K
$287K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-349- 3.96% |
$7.82K - $8.64K
|
8.46K
$228K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-377- 4.68% |
$8.44K - $9.33K
|
7.68K
$207K
|
|
|
Sep 05, 2023
Q1 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-653- 0.79% |
$14.6K - $16.2K
|
82.3K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.06K- 2.34% |
$23.6K - $26.1K
|
44.1K
$1.19M
|
|
|
May 05, 2023
Q1 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-1.47K- 6.26% |
$32.9K - $36.3K
|
22K
$592K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.6K- 0.73% |
$35.8K - $39.5K
|
218K
$5.87M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.9K- 2.12% |
$42.5K - $46.9K
|
87.6K
$2.36M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.25K- 9.85% |
$50.4K - $55.7K
|
20.6K
$555K
|
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2.29K- 11.04% |
$51.3K - $56.6K
|
18.4K
$497K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.41K- 5.09% |
$53.9K - $59.5K
|
44.9K
$1.21M
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-2.63K- 9.35% |
$58.8K - $65K
|
25.4K
$686K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-3.23K- 1.76% |
$72.3K - $79.8K
|
181K
$4.87M
|
|
|
Apr 19, 2023
Q1 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-3.66K- 4.04% |
$82K - $90.6K
|
87K
$2.34M
|
|
|
May 03, 2023
Q1 2023
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-4.02K- 7.32% |
$90.1K - $99.6K
|
50.9K
$1.37M
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-5.37K- 9.47% |
$120K - $133K
|
51.3K
$1.38M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-5.79K- 1.35% |
$130K - $143K
|
421K
$11.4M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-6.4K- 1.5% |
$143K - $158K
|
421K
$11.3M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-57.5K- 22.55% |
$1.29M - $1.42M
|
197K
$5.32M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-140KClosed |
$3.13M - $3.46M
|
0
$0
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-175K- 29.74% |
$3.91M - $4.32M
|
413K
$11.1M
|
|
|
Aug 03, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-204K- 55.2% |
$4.56M - $5.04M
|
165K
$4.46M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-487K- 45.45% |
$10.9M - $12.1M
|
585K
$15.8M
|