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 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
2.21K+ 3.65% |
$61K - $71K
|
62.8K
$1.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.21K+ 3.15% |
$60.9K - $70.9K
|
72.3K
$2.04M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.12K+ 25.5% |
$58.5K - $68.1K
|
10.4K
$295K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.11K+ 29.07% |
$58.1K - $67.7K
|
9.36K
$264K
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
2.08K+ 12.33% |
$57.4K - $66.9K
|
19K
$535K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.07K+ 9.0% |
$57.1K - $66.5K
|
25.1K
$707K
|
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
2.07K+ 5.44% |
$57K - $66.4K
|
40.1K
$1.13M
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
BUY
|
- |
2.05K+ 12.43% |
$56.5K - $65.8K
|
18.6K
$523K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.03K+ 3.24% |
$55.9K - $65.1K
|
64.6K
$1.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.96K+ 21.04% |
$54K - $62.9K
|
11.3K
$318K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.95KNew |
$53.8K - $62.6K
|
1.95K
$55K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.86K+ 10.9% |
$51.3K - $59.7K
|
18.9K
$534K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.79K+ 20.98% |
$49.4K - $57.5K
|
10.3K
$291K
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
1.67KNew |
$45.9K - $53.5K
|
1.67K
$47K
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1.5K+ 6.82% |
$41.2K - $48K
|
23.4K
$660K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.49KNew |
$41.1K - $47.9K
|
1.49K
$42.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.45K+ 2.35% |
$39.9K - $46.4K
|
63K
$1.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.42K+ 8.62% |
$39.1K - $45.5K
|
17.9K
$504K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
1.41K+ 0.37% |
$38.9K - $45.3K
|
383K
$10.8M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.35K+ 6.87% |
$37.1K - $43.2K
|
20.9K
$590K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.32K+ 7.99% |
$36.5K - $42.5K
|
17.9K
$504K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.25K+ 97.73% |
$34.5K - $40.1K
|
2.53K
$71.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1.24K+ 3.4% |
$34.2K - $39.8K
|
37.7K
$1.06M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
1.21K+ 1.57% |
$33.3K - $38.7K
|
78.3K
$2.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.2K+ 12.38% |
$33K - $38.4K
|
10.9K
$306K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.16K+ 5.17% |
$32.1K - $37.4K
|
23.7K
$667K
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.11K+ 6.1% |
$30.7K - $35.7K
|
19.4K
$546K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
1.11KNew |
$30.6K - $35.6K
|
1.11K
$31.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1.05KNew |
$28.9K - $33.6K
|
1.05K
$29.5K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
930+ 1.41% |
$25.6K - $29.9K
|
67.1K
$1.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
883+ 5.85% |
$24.3K - $28.3K
|
16K
$450K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
869+ 3.16% |
$23.9K - $27.9K
|
28.4K
$800K
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
849+ 0.18% |
$23.4K - $27.3K
|
479K
$13.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
841+ 1.03% |
$23.2K - $27K
|
82.8K
$2.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
839+ 2.17% |
$23.1K - $26.9K
|
39.6K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
833+ 0.93% |
$23K - $26.7K
|
90K
$2.54M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
803+ 1.11% |
$22.1K - $25.8K
|
73.3K
$2.07M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
758+ 11.1% |
$20.9K - $24.3K
|
7.59K
$214K
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
573+ 5.19% |
$15.8K - $18.4K
|
11.6K
$327K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
500New |
$13.8K - $16.1K
|
500
$14.1K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
499+ 4.65% |
$13.8K - $16K
|
11.2K
$317K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
400New |
$11K - $12.8K
|
400
$11.3K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
380+ 7.51% |
$10.5K - $12.2K
|
5.44K
$153K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
349+ 0.12% |
$9.62K - $11.2K
|
294K
$8.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
335+ 3.81% |
$9.23K - $10.8K
|
9.12K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
325+ 0.63% |
$8.96K - $10.4K
|
51.7K
$1.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
304+ 0.41% |
$8.38K - $9.76K
|
74.4K
$2.1M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
245+ 163.33% |
$6.75K - $7.86K
|
395
$11.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
232+ 0.59% |
$6.39K - $7.45K
|
39.5K
$1.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
225+ 8.11% |
$6.2K - $7.22K
|
3K
$84.5K
|