Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr Dimensional (DFSV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSV) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q3 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
8.88K+ 20.37% |
$193K - $232K
|
52.5K
$1.65M
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
8.71K+ 16.18% |
$190K - $228K
|
62.5K
$1.96M
|
|
|
Nov 10, 2022
Q3 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
6.71K+ 17.63% |
$146K - $176K
|
44.8K
$1.41M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.08K+ 58.05% |
$132K - $159K
|
16.6K
$519K
|
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
5.97K+ 1.52% |
$130K - $156K
|
399K
$12.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5.87KNew |
$128K - $154K
|
5.87K
$184K
|
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
BUY
|
- |
5.65K+ 45.02% |
$123K - $148K
|
18.2K
$571K
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
4.21K+ 38.11% |
$91.7K - $110K
|
15.3K
$479K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
4.08K+ 18.1% |
$88.8K - $107K
|
26.6K
$835K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
BUY
|
- |
3.24K+ 20.9% |
$70.6K - $84.8K
|
18.7K
$588K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.74K+ 1.97% |
$59.6K - $71.6K
|
142K
$4.45M
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2.67KNew |
$58K - $69.7K
|
2.67K
$83.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.44K+ 5.44% |
$53.1K - $63.8K
|
47.3K
$1.48M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
567New |
$12.3K - $14.8K
|
567
$17.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
455+ 68.94% |
$9.91K - $11.9K
|
1.12K
$35K
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
229+ 24.78% |
$4.99K - $5.99K
|
1.15K
$36.2K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
188+ 626.67% |
$4.09K - $4.92K
|
218
$6.84K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
10+ 1.18% |
$218 - $262
|
854
$26.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-572- 5.14% |
$12.5K - $15K
|
10.6K
$331K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.33K- 5.15% |
$28.9K - $34.7K
|
24.4K
$767K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6.9KClosed |
$150K - $181K
|
0
$0
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-79.1K- 7.98% |
$1.72M - $2.07M
|
912K
$28.6M
|