Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr Dimensional (DFSV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSV) during Q1 2024. 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, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
571K+ 88.65% |
$15.7M - $17.2M
|
1.22M
$37M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
569K+ 25.18% |
$15.6M - $17.1M
|
2.83M
$85.9M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
562K+ 161.95% |
$15.4M - $16.9M
|
910K
$27.7M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
454K+ 292.78% |
$12.5M - $13.7M
|
609K
$18.5M
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
347K+ 4.41% |
$9.52M - $10.4M
|
8.21M
$249M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
343K+ 1767.52% |
$9.42M - $10.3M
|
363K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
308K+ 177.19% |
$8.46M - $9.28M
|
482K
$14.7M
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
307K+ 111.17% |
$8.44M - $9.26M
|
584K
$17.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
291K+ 6.66% |
$7.99M - $8.77M
|
4.66M
$142M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
285K+ 14.81% |
$7.82M - $8.58M
|
2.21M
$67.2M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
269K+ 14.24% |
$7.38M - $8.09M
|
2.16M
$65.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
239K+ 3267.58% |
$6.56M - $7.19M
|
246K
$7.49M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
234K+ 267.94% |
$6.42M - $7.04M
|
321K
$9.77M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
234K+ 3113.04% |
$6.41M - $7.03M
|
241K
$7.33M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
193K+ 36.44% |
$5.31M - $5.82M
|
724K
$22M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
190K+ 245.3% |
$5.23M - $5.73M
|
268K
$8.15M
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
187KNew |
$5.13M - $5.63M
|
187K
$5.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
125K+ 27.44% |
$3.43M - $3.76M
|
580K
$17.6M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
115K+ 18.43% |
$3.16M - $3.47M
|
741K
$22.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
109K+ 28.96% |
$2.99M - $3.28M
|
486K
$14.8M
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
105K+ 8.0% |
$2.87M - $3.15M
|
1.41M
$42.9M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
98.8K+ 107.17% |
$2.71M - $2.97M
|
191K
$5.81M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
94.6K+ 3.68% |
$2.6M - $2.85M
|
2.67M
$81.1M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
84.4K+ 1173.02% |
$2.32M - $2.54M
|
91.6K
$2.79M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
82.4K+ 56.79% |
$2.26M - $2.48M
|
228K
$6.92M
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
81.1K+ 19.7% |
$2.23M - $2.44M
|
493K
$15M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
74.7K+ 13.57% |
$2.05M - $2.25M
|
625K
$19M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
72.8K+ 13.73% |
$2M - $2.19M
|
603K
$18.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
72.7K+ 15.18% |
$2M - $2.19M
|
552K
$16.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
70.2K+ 12.5% |
$1.93M - $2.11M
|
632K
$19.2M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
67.3K+ 17.14% |
$1.85M - $2.03M
|
460K
$14M
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
66.8K+ 12.87% |
$1.83M - $2.01M
|
586K
$17.8M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
66.3K+ 8.35% |
$1.82M - $1.99M
|
860K
$26.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
64.8KNew |
$1.78M - $1.95M
|
64.8K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
BUY
|
- |
61.9K+ 12.46% |
$1.7M - $1.86M
|
558K
$17M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
61.5K+ 12.82% |
$1.69M - $1.85M
|
541K
$16.4M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
57.6K+ 8.26% |
$1.58M - $1.73M
|
755K
$22.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
56.7K+ 7.65% |
$1.56M - $1.71M
|
798K
$24.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
56.3K+ 31.63% |
$1.55M - $1.69M
|
234K
$7.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
53.2K+ 2.83% |
$1.46M - $1.6M
|
1.94M
$58.8M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
52.6K+ 14.11% |
$1.44M - $1.58M
|
425K
$12.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
51.7K+ 18.86% |
$1.42M - $1.56M
|
326K
$9.91M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
45.4KNew |
$1.25M - $1.37M
|
45.4K
$1.38M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
BUY
|
- |
43.6KNew |
$1.2M - $1.31M
|
43.6K
$1.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
43.5K+ 75.25% |
$1.19M - $1.31M
|
101K
$3.08M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
43.2KNew |
$1.19M - $1.3M
|
43.2K
$1.31M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
40.8K+ 12.58% |
$1.12M - $1.23M
|
365K
$11.1M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
40.4K+ 15.78% |
$1.11M - $1.22M
|
297K
$9.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
37.1KNew |
$1.02M - $1.12M
|
37.1K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
37K+ 43.98% |
$1.02M - $1.11M
|
121K
$3.68M
|