Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr Dimensional (DFSB)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSB) 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 09, 2023
Q4 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
200KNew |
N/A
|
200K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
164KNew |
N/A
|
164K
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
97.5KNew |
N/A
|
97.5K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
20KNew |
N/A
|
20K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
9.46KNew |
N/A
|
9.46K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Jentner Corp
|
BUY
|
- |
6.31KNew |
N/A
|
6.31K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
5.56KNew |
N/A
|
5.56K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.57KNew |
N/A
|
4.57K
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
2.54KNew |
N/A
|
2.54K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
67New |
N/A
|
67
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-61- 1.32% |
N/A
|
4.57K
$0
|
|
|
May 31, 2023
Q4 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-6.11K- 0.95% |
N/A
|
636K
$0
|