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 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
21.7K+ 19.37% |
$598K - $697K
|
134K
$3.77M
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
21.7K+ 2.83% |
$598K - $696K
|
788K
$22.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
21.6K+ 4.0% |
$594K - $692K
|
561K
$15.8M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
21.2K+ 50.07% |
$584K - $680K
|
63.5K
$1.79M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
21.1KNew |
$581K - $677K
|
21.1K
$595K
|
|
|
May 01, 2025
Q1 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
20.1K+ 13.05% |
$553K - $644K
|
174K
$4.9M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
20.1KNew |
$553K - $644K
|
20.1K
$565K
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
19.6KNew |
$540K - $628K
|
19.6K
$552K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
19.5K+ 188.86% |
$538K - $626K
|
29.9K
$841K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
19.4KNew |
$535K - $623K
|
19.4K
$547K
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
19.1K+ 55.77% |
$528K - $615K
|
53.5K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
19K+ 9.78% |
$523K - $609K
|
213K
$6M
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
18.4K+ 92.1% |
$507K - $590K
|
38.4K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.3K+ 6.55% |
$504K - $588K
|
298K
$8.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
18.2K+ 14.85% |
$501K - $584K
|
141K
$3.97M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
18.1K+ 9.4% |
$499K - $582K
|
211K
$5.94M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
17.9KNew |
$494K - $576K
|
17.9K
$505K
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
17.4KNew |
$481K - $560K
|
17.4K
$492K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.3K+ 4.66% |
$476K - $555K
|
388K
$10.9M
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
17K+ 6.9% |
$470K - $547K
|
264K
$7.44M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
16.9K+ 21.37% |
$466K - $543K
|
96.1K
$2.71M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
16.6KNew |
$456K - $531K
|
16.6K
$467K
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
16.4K+ 4.53% |
$453K - $527K
|
379K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.4K+ 11.5% |
$452K - $527K
|
159K
$4.49M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
16KNew |
$442K - $515K
|
16K
$452K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
15.9K+ 5.69% |
$437K - $509K
|
294K
$8.3M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
15.1K+ 4.93% |
$416K - $485K
|
321K
$9.06M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
15.1K+ 4.93% |
$416K - $485K
|
321K
$9.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
13.8K+ 9.61% |
$379K - $442K
|
157K
$4.43M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
13.5KNew |
$372K - $433K
|
13.5K
$381K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.4KNew |
$369K - $430K
|
13.4K
$377K
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
12.4K+ 69.8% |
$342K - $398K
|
30.2K
$850K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
11.9KNew |
$327K - $381K
|
11.9K
$335K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
11.7K+ 6.25% |
$322K - $375K
|
199K
$5.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
11.6K+ 16.1% |
$319K - $372K
|
83.6K
$2.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
11.3K+ 0.92% |
$311K - $362K
|
1.24M
$34.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
10.9K+ 13.45% |
$301K - $351K
|
92.2K
$2.6M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.9K+ 142.71% |
$300K - $349K
|
18.5K
$522K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
10.8K+ 48.72% |
$299K - $348K
|
33.1K
$933K
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
10.8KNew |
$298K - $347K
|
10.8K
$304K
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
10.8KNew |
$296K - $345K
|
10.8K
$303K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
10.3K+ 5.31% |
$283K - $329K
|
203K
$5.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
10K+ 10.83% |
$277K - $322K
|
103K
$2.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
9.88KNew |
$272K - $317K
|
9.88K
$279K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.82K+ 136.11% |
$271K - $315K
|
17K
$480K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.8KNew |
$270K - $315K
|
9.8K
$276K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
9.48K+ 1.28% |
$261K - $304K
|
750K
$21.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
9.44KNew |
$260K - $303K
|
9.44K
$266K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
9.41KNew |
$259K - $302K
|
9.41K
$265K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
9.36K+ 27.67% |
$258K - $300K
|
43.2K
$1.22M
|