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 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
218+ 0.32% |
$6.01K - $7K
|
68.2K
$1.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
218+ 0.33% |
$6.01K - $7K
|
65.7K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
217New |
$5.98K - $6.97K
|
217
$6.12K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
144+ 0.28% |
$3.97K - $4.62K
|
51.7K
$1.46M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
127+ 0.31% |
$3.5K - $4.08K
|
41.2K
$1.16M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
125+ 1.27% |
$3.45K - $4.01K
|
9.97K
$281K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
121+ 0.11% |
$3.33K - $3.88K
|
111K
$3.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
83+ 0.28% |
$2.29K - $2.66K
|
29.5K
$831K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
77+ 13.87% |
$2.12K - $2.47K
|
632
$17.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
57+ 0.28% |
$1.57K - $1.83K
|
20.2K
$569K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
45+ 0.27% |
$1.24K - $1.44K
|
17K
$478K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
42+ 0.29% |
$1.16K - $1.35K
|
14.4K
$405K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
37+ 0.28% |
$1.02K - $1.19K
|
13.2K
$373K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
35+ 0.18% |
$965 - $1.12K
|
19.5K
$549K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
35+ 4.87% |
$965 - $1.12K
|
754
$21.3K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
34New |
$937 - $1.09K
|
34
$958
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
31+ 1.87% |
$854 - $995
|
1.69K
$47.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
25+ 0.3% |
$689 - $803
|
8.47K
$239K
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
22+ 0.28% |
$606 - $706
|
7.92K
$223K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11+ 0.28% |
$303 - $353
|
3.91K
$110K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
6+ 0.07% |
$165 - $193
|
8.48K
$239K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.33% |
$82.7 - $96.3
|
915
$25.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2+ 0.38% |
$55.1 - $64.2
|
530
$14.9K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1New |
$27.6 - $32.1
|
1
$28.2
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-32- 0.32% |
$882 - $1.03K
|
9.86K
$278K
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-33- 0.21% |
$909 - $1.06K
|
15.5K
$436K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-49- 0.17% |
$1.35K - $1.57K
|
28.7K
$809K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-106- 13.45% |
$2.92K - $3.4K
|
682
$19.2K
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-111- 0.86% |
$3.06K - $3.56K
|
12.7K
$359K
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-124- 2.4% |
$3.42K - $3.98K
|
5.04K
$142K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-146- 1.49% |
$4.02K - $4.69K
|
9.66K
$272K
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-212- 0.72% |
$5.84K - $6.81K
|
29K
$819K
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-215- 0.5% |
$5.93K - $6.9K
|
42.8K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-292- 3.34% |
$8.05K - $9.37K
|
8.44K
$238K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-320- 1.1% |
$8.82K - $10.3K
|
28.9K
$813K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-378- 0.65% |
$10.4K - $12.1K
|
57.9K
$1.63M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-496- 0.86% |
$13.7K - $15.9K
|
56.9K
$1.6M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-568- 0.12% |
$15.7K - $18.2K
|
468K
$13.2M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-795- 4.14% |
$21.9K - $25.5K
|
18.4K
$519K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-863- 45.81% |
$23.8K - $27.7K
|
1.02K
$28.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-965- 2.92% |
$26.6K - $31K
|
32.1K
$905K
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-1.11K- 5.96% |
$30.5K - $35.5K
|
17.4K
$492K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.12K- 0.24% |
$30.8K - $35.8K
|
469K
$13.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.12K- 28.91% |
$30.9K - $36K
|
2.76K
$77.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-1.41K- 15.46% |
$38.9K - $45.4K
|
7.73K
$218K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.56K- 5.89% |
$43.1K - $50.2K
|
25K
$704K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.69K- 4.54% |
$46.6K - $54.3K
|
35.6K
$1M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.8K- 2.14% |
$49.5K - $57.6K
|
82.1K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.87K- 3.8% |
$51.5K - $60K
|
47.3K
$1.33M
|