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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-13.2K- 20.75% |
$362K - $397K
|
50.4K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-14.2K- 4.92% |
$389K - $427K
|
274K
$8.71M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-17.6K- 5.34% |
$484K - $531K
|
313K
$9.95M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.9K- 6.33% |
$492K - $540K
|
266K
$8.45M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-19.2K- 55.46% |
$526K - $577K
|
15.4K
$490K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-19.6K- 97.89% |
$537K - $588K
|
422
$13.4K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-19.9K- 1.93% |
$546K - $598K
|
1.01M
$32.1M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.9K- 12.13% |
$547K - $600K
|
144K
$4.59M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.9K- 56.76% |
$602K - $660K
|
16.7K
$532K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.2K- 10.4% |
$608K - $667K
|
191K
$6.08M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-38.1K- 5.22% |
$1.05M - $1.15M
|
691K
$22M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-48.2K- 73.36% |
$1.32M - $1.45M
|
17.5K
$557K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-82.7K- 75.2% |
$2.27M - $2.49M
|
27.3K
$868K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-82.7K- 75.2% |
$2.27M - $2.49M
|
27.3K
$868K
|
|
|
Apr 22, 2024
Q1 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-571K- 53.99% |
$15.7M - $17.2M
|
487K
$15.5M
|