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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
56.4K+ 7.74% |
$1.55M - $1.81M
|
784K
$22.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
55.8KNew |
$1.54M - $1.79M
|
55.8K
$1.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
55.6K+ 48.61% |
$1.53M - $1.79M
|
170K
$4.79M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
53.7K+ 1.86% |
$1.48M - $1.72M
|
2.94M
$82.8M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
52.4K+ 13.63% |
$1.45M - $1.68M
|
437K
$12.3M
|
|
|
May 30, 2025
Q1 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
50KNew |
$1.38M - $1.6M
|
50K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
47.6KNew |
$1.31M - $1.53M
|
47.6K
$1.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
46.6K+ 7.3% |
$1.28M - $1.5M
|
685K
$19.3M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
46.1K+ 80.79% |
$1.27M - $1.48M
|
103K
$2.91M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.9K+ 5.14% |
$1.21M - $1.41M
|
898K
$25.3M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
43.4K+ 47.78% |
$1.19M - $1.39M
|
134K
$3.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
40.4K+ 15.05% |
$1.11M - $1.3M
|
309K
$8.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
39.3K+ 23.21% |
$1.08M - $1.26M
|
209K
$5.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
37.6K+ 8.73% |
$1.04M - $1.21M
|
468K
$13.2M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
37.1K+ 53.28% |
$1.02M - $1.19M
|
107K
$3.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
36.8K+ 20.61% |
$1.01M - $1.18M
|
215K
$6.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
36.5KNew |
$1.01M - $1.17M
|
36.5K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
36.3K+ 209.77% |
$1M - $1.17M
|
53.7K
$1.51M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
36.1K+ 76.14% |
$996K - $1.16M
|
83.6K
$2.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
35.7KNew |
$985K - $1.15M
|
35.7K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
35.2K+ 109.43% |
$971K - $1.13M
|
67.4K
$1.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
35K+ 30.49% |
$965K - $1.12M
|
150K
$4.22M
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
35K+ 58.99% |
$964K - $1.12M
|
94.3K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
34.6K+ 11.68% |
$952K - $1.11M
|
330K
$9.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
34.2K+ 5.16% |
$944K - $1.1M
|
698K
$19.7M
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
33.9K+ 32.07% |
$935K - $1.09M
|
140K
$3.94M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
33.8K+ 35.0% |
$931K - $1.08M
|
130K
$3.67M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
33.1K+ 3.94% |
$912K - $1.06M
|
872K
$24.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
32.7K+ 25.27% |
$901K - $1.05M
|
162K
$4.57M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
32.2K+ 65.32% |
$887K - $1.03M
|
81.5K
$2.3M
|
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
31.5K+ 9.47% |
$868K - $1.01M
|
364K
$10.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
30.9K+ 44.78% |
$852K - $992K
|
99.9K
$2.82M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.1K+ 83.77% |
$803K - $935K
|
63.9K
$1.8M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29.1K+ 9.68% |
$803K - $935K
|
330K
$9.3M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
28.8K+ 84.96% |
$794K - $924K
|
62.7K
$1.77M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
28.7K+ 51.43% |
$791K - $921K
|
84.5K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
28.4K+ 116.73% |
$784K - $913K
|
52.8K
$1.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
28.3K+ 13.8% |
$779K - $907K
|
233K
$6.57M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
28.2K+ 16.71% |
$777K - $905K
|
197K
$5.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
27K+ 7.09% |
$745K - $868K
|
408K
$11.5M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
26.3K+ 9.99% |
$725K - $844K
|
289K
$8.16M
|
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
BUY
|
- |
25.6KNew |
$704K - $820K
|
25.6K
$720K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25.1K+ 6.05% |
$692K - $806K
|
440K
$12.4M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
24.9K+ 9.96% |
$686K - $799K
|
275K
$7.74M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
24.4K+ 21.31% |
$674K - $785K
|
139K
$3.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
24.2K+ 18.8% |
$668K - $778K
|
153K
$4.32M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
24KNew |
$661K - $770K
|
24K
$676K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
23.8KNew |
$656K - $764K
|
23.8K
$671K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
22.8K+ 10.73% |
$629K - $733K
|
236K
$6.64M
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
22K+ 174.32% |
$608K - $708K
|
34.7K
$978K
|