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
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
9.09K+ 3.51% |
$250K - $292K
|
268K
$7.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
8.99K+ 122.23% |
$248K - $288K
|
16.3K
$461K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.92K+ 107.83% |
$246K - $286K
|
17.2K
$485K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.9K+ 42.33% |
$245K - $286K
|
29.9K
$844K
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
8.43K+ 2.87% |
$232K - $271K
|
302K
$8.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
8.27K+ 13.84% |
$228K - $265K
|
68K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.23KNew |
$227K - $264K
|
8.23K
$232K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
8.05K+ 6.31% |
$222K - $259K
|
136K
$3.82M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.92KNew |
$218K - $254K
|
7.92K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.83K+ 2.82% |
$216K - $251K
|
285K
$8.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
7.82KNew |
$215K - $251K
|
7.82K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
7.78K+ 46.73% |
$214K - $250K
|
24.4K
$689K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
7.77KNew |
$214K - $249K
|
7.77K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.75K+ 18.13% |
$214K - $249K
|
50.5K
$1.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
7.69KNew |
$212K - $247K
|
7.69K
$217K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.62K+ 20.91% |
$210K - $245K
|
44K
$1.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
7.6K+ 0.86% |
$209K - $244K
|
894K
$25.2M
|
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
7.43KNew |
$205K - $239K
|
7.43K
$209K
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
7.25K+ 8.57% |
$200K - $233K
|
91.8K
$2.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
7.18KNew |
$198K - $230K
|
7.18K
$202K
|
|
|
Apr 28, 2025
Q1 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
6.74K+ 2.64% |
$186K - $216K
|
262K
$7.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
6.71K+ 7.66% |
$185K - $215K
|
94.3K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.18K+ 19.32% |
$170K - $198K
|
38.1K
$1.08M
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
6.04K+ 13.19% |
$166K - $194K
|
51.8K
$1.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
6.03K+ 7.84% |
$166K - $193K
|
82.9K
$2.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
5.85K+ 0.66% |
$161K - $188K
|
895K
$25.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
5.66K+ 20.69% |
$156K - $182K
|
33K
$930K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.36K+ 59.53% |
$148K - $172K
|
14.4K
$405K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
4.86K+ 5.02% |
$134K - $156K
|
102K
$2.87M
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
4.78K+ 1.77% |
$132K - $153K
|
274K
$7.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
4.56K+ 5.49% |
$126K - $146K
|
87.6K
$2.47M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4.48K+ 14.99% |
$123K - $144K
|
34.4K
$969K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
4.13K+ 16.32% |
$114K - $133K
|
29.4K
$830K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.97K+ 40.48% |
$109K - $127K
|
13.8K
$388K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.89K+ 2.29% |
$107K - $125K
|
173K
$4.89M
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
3.69K+ 23.12% |
$102K - $118K
|
19.6K
$553K
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
BUY
|
- |
3.62K+ 0.49% |
$99.7K - $116K
|
748K
$21.1M
|
|
|
May 14, 2025
Q1 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
3.61K+ 3.19% |
$99.4K - $116K
|
117K
$3.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3.55K+ 20.84% |
$97.9K - $114K
|
20.6K
$581K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
3.5K+ 6.31% |
$96.5K - $112K
|
59K
$1.66M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
3.49K+ 6.25% |
$96.3K - $112K
|
59.3K
$1.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3.44K+ 28.85% |
$94.7K - $110K
|
15.3K
$432K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.4K+ 8.49% |
$93.7K - $109K
|
43.4K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.05K+ 21.25% |
$84.1K - $97.9K
|
17.4K
$491K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.03K+ 23.77% |
$83.5K - $97.3K
|
15.8K
$445K
|
|
|
Apr 24, 2025
Q1 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
2.85K+ 8.81% |
$78.5K - $91.5K
|
35.2K
$992K
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
2.69K+ 32.82% |
$74.2K - $86.4K
|
10.9K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.57K+ 15.24% |
$70.7K - $82.3K
|
19.4K
$547K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.4K+ 24.84% |
$66.2K - $77.1K
|
12.1K
$340K
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
2.35K+ 2.05% |
$64.8K - $75.5K
|
117K
$3.29M
|