Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr Dimensional (DFSV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSV) during Q1 2025. 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 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.33M+ 16.46% |
$36.5M - $42.6M
|
9.38M
$265M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.07M+ 26.92% |
$29.5M - $34.4M
|
5.05M
$143M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
836K+ 20.01% |
$23M - $26.8M
|
5.01M
$142M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
592KNew |
$16.3M - $19M
|
592K
$16.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
480KNew |
$13.2M - $15.4M
|
480K
$13.6M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
379K+ 6.96% |
$10.4M - $12.1M
|
5.82M
$165M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
362K+ 58.65% |
$9.98M - $11.6M
|
980K
$27.7M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
355K+ 55.94% |
$9.77M - $11.4M
|
988K
$28M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
343K+ 16.26% |
$9.45M - $11M
|
2.45M
$69.4M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
314K+ 53.4% |
$8.66M - $10.1M
|
902K
$25.5M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
301K+ 16.5% |
$8.28M - $9.65M
|
2.12M
$60M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
272KNew |
$7.49M - $8.73M
|
272K
$7.69M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
262K+ 36.38% |
$7.21M - $8.4M
|
981K
$27.7M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
259K+ 292.19% |
$7.14M - $8.32M
|
348K
$9.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
251K+ 1226.26% |
$6.92M - $8.06M
|
272K
$7.68M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
242K+ 19.77% |
$6.67M - $7.77M
|
1.47M
$41.5M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
238K+ 46.48% |
$6.56M - $7.64M
|
750K
$21.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
210K+ 40.72% |
$5.79M - $6.75M
|
726K
$20.5M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
204K+ 172.56% |
$5.62M - $6.55M
|
322K
$9.12M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
192K+ 18.56% |
$5.3M - $6.18M
|
1.23M
$34.8M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
182K+ 115.5% |
$5.02M - $5.85M
|
340K
$9.62M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
179K+ 16.64% |
$4.94M - $5.76M
|
1.26M
$35.6M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
179K+ 5.77% |
$4.94M - $5.75M
|
3.28M
$92.9M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
164K+ 13.59% |
$4.51M - $5.25M
|
1.37M
$38.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
156K+ 474.42% |
$4.31M - $5.02M
|
189K
$5.35M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
149K+ 1613.94% |
$4.11M - $4.79M
|
158K
$4.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
147K+ 14.27% |
$4.06M - $4.73M
|
1.18M
$33.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
144K+ 18.21% |
$3.96M - $4.62M
|
933K
$26.4M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
125KNew |
$3.45M - $4.02M
|
125K
$3.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
120K+ 36.46% |
$3.3M - $3.85M
|
449K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
106K+ 27.68% |
$2.93M - $3.41M
|
490K
$13.9M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
103KNew |
$2.84M - $3.31M
|
103K
$2.91M
|
|
|
May 01, 2025
Q1 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
97.5K+ 13.78% |
$2.69M - $3.13M
|
805K
$22.8M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
85.8K+ 70.4% |
$2.36M - $2.75M
|
208K
$5.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
84.8K+ 10.8% |
$2.34M - $2.72M
|
870K
$24.6M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
77.9K+ 66.74% |
$2.15M - $2.5M
|
195K
$5.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
75K+ 33.09% |
$2.07M - $2.41M
|
302K
$8.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
73.3K+ 20.59% |
$2.02M - $2.35M
|
429K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
72.7K+ 4.25% |
$2M - $2.33M
|
1.78M
$50.5M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
72.3K+ 16.19% |
$1.99M - $2.32M
|
519K
$14.7M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
71.8K+ 36.08% |
$1.98M - $2.31M
|
271K
$7.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
67.5K+ 9.94% |
$1.86M - $2.17M
|
747K
$21.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
66.3K+ 140.71% |
$1.83M - $2.13M
|
113K
$3.21M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
65.9K+ 43.56% |
$1.82M - $2.12M
|
217K
$6.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
65.4K+ 3.46% |
$1.8M - $2.1M
|
1.96M
$55.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
65K+ 17.16% |
$1.79M - $2.09M
|
444K
$12.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
63.6K+ 16.47% |
$1.75M - $2.04M
|
450K
$12.7M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
61.4K+ 7.1% |
$1.69M - $1.97M
|
926K
$26.2M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
60.1K+ 4.92% |
$1.66M - $1.93M
|
1.28M
$36.3M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
57.8K+ 8.31% |
$1.59M - $1.85M
|
753K
$21.3M
|