Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr Dimensional (DISV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DISV) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
10.2KNew |
$187K - $230K
|
10.2K
$280K
|
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
10.1K+ 139.92% |
$185K - $228K
|
17.3K
$475K
|
|
|
Oct 24, 2022
Q3 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
9.76K+ 37.36% |
$179K - $220K
|
35.9K
$985K
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
8.6K+ 360.39% |
$158K - $194K
|
11K
$301K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
7.73K+ 57.44% |
$142K - $174K
|
21.2K
$581K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
7.13KNew |
$131K - $161K
|
7.13K
$196K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.93K+ 63.24% |
$90.6K - $111K
|
12.7K
$349K
|
|
|
May 31, 2023
Q3 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
4.86K+ 37.88% |
$89.2K - $110K
|
17.7K
$485K
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.96K+ 24.71% |
$72.6K - $89.3K
|
20K
$548K
|
|
|
Oct 20, 2022
Q3 2022
|
Derbend Asset Management
|
BUY
|
- |
3.56K+ 5.26% |
$65.3K - $80.3K
|
71.2K
$1.95M
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.92KNew |
$35.2K - $43.3K
|
1.92K
$52.7K
|
|
|
Aug 11, 2023
Q3 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1.55K+ 2.54% |
$28.5K - $35K
|
62.5K
$1.72M
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.33KNew |
$24.3K - $29.9K
|
1.33K
$36.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.12K+ 18.98% |
$20.5K - $25.2K
|
7K
$192K
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
673New |
$12.4K - $15.2K
|
673
$18.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
278+ 16.64% |
$5.1K - $6.27K
|
1.95K
$53.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-778- 5.5% |
$14.3K - $17.6K
|
13.4K
$367K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4.26KClosed |
$78.2K - $96.1K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.5K- 16.23% |
$193K - $237K
|
54.1K
$1.49M
|
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-15.1K- 51.86% |
$278K - $342K
|
14K
$385K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-25.2K- 31.1% |
$463K - $569K
|
55.8K
$1.53M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-114K- 32.89% |
$2.09M - $2.57M
|
232K
$6.36M
|