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 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-1.97K- 6.56% |
$54.4K - $63.3K
|
28.1K
$793K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2.41K- 7.46% |
$66.4K - $77.4K
|
29.9K
$843K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.52K- 9.82% |
$69.4K - $80.9K
|
23.1K
$652K
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-3.1K- 21.0% |
$85.4K - $99.5K
|
11.7K
$329K
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-3.24K- 4.36% |
$89.3K - $104K
|
71.1K
$2M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.88K- 6.5% |
$107K - $124K
|
55.8K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-3.89K- 6.95% |
$107K - $125K
|
52K
$1.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-3.94K- 86.49% |
$108K - $126K
|
615
$17.3K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.1K- 0.81% |
$113K - $132K
|
502K
$14.2M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4.6K- 9.48% |
$127K - $148K
|
44K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-5.19K- 8.13% |
$143K - $167K
|
58.6K
$1.65M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-5.32K- 4.24% |
$147K - $171K
|
120K
$3.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-5.74K- 8.29% |
$158K - $184K
|
63.5K
$1.79M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-5.98K- 25.85% |
$165K - $192K
|
17.1K
$483K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-6.14K- 28.58% |
$169K - $197K
|
15.3K
$432K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-6.14K- 7.74% |
$169K - $197K
|
73.2K
$2.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-6.32K- 32.07% |
$174K - $203K
|
13.4K
$378K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-6.83K- 36.21% |
$188K - $219K
|
12K
$339K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-7.15K- 6.23% |
$197K - $229K
|
108K
$3.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-7.32K- 21.43% |
$202K - $235K
|
26.8K
$757K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-7.58K- 22.7% |
$209K - $243K
|
25.8K
$727K
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
SELL
|
- |
-7.8K- 1.25% |
$215K - $250K
|
619K
$17.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-8.22K- 43.67% |
$227K - $264K
|
10.6K
$299K
|
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-8.79K- 2.11% |
$242K - $282K
|
407K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-9.78K- 3.05% |
$270K - $314K
|
311K
$8.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-9.99K- 7.31% |
$275K - $321K
|
127K
$3.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-10.2K- 78.17% |
$281K - $327K
|
2.85K
$80.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-10.4K- 54.62% |
$287K - $334K
|
8.64K
$244K
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-12.3K- 21.89% |
$338K - $394K
|
43.8K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-12.4K- 2.73% |
$341K - $397K
|
440K
$12.4M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-13.3K- 15.28% |
$367K - $428K
|
73.9K
$2.08M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-14.2K- 36.72% |
$391K - $456K
|
24.5K
$689K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-14.3K- 3.46% |
$393K - $458K
|
397K
$11.2M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-16.1K- 4.67% |
$445K - $518K
|
330K
$9.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.6K- 11.58% |
$458K - $533K
|
127K
$3.58M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-21.6K- 68.86% |
$594K - $692K
|
9.75K
$275K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-21.8K- 19.72% |
$601K - $700K
|
88.8K
$2.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-26K- 15.76% |
$717K - $835K
|
139K
$3.92M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-28.8K- 90.61% |
$795K - $926K
|
2.99K
$84.3K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-32.1K- 50.47% |
$885K - $1.03M
|
31.5K
$888K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-35.4K- 99.9% |
$976K - $1.14M
|
34
$958
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-36.1K- 22.25% |
$996K - $1.16M
|
126K
$3.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-39.3K- 54.16% |
$1.08M - $1.26M
|
33.2K
$937K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-49.9K- 18.33% |
$1.37M - $1.6M
|
222K
$6.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-76K- 80.73% |
$2.09M - $2.44M
|
18.1K
$511K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-93K- 62.73% |
$2.56M - $2.99M
|
55.3K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-98.3K- 51.82% |
$2.71M - $3.16M
|
91.5K
$2.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
SELL
|
- |
-112K- 47.97% |
$3.09M - $3.6M
|
122K
$3.43M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-123K- 5.72% |
$3.39M - $3.95M
|
2.03M
$57.2M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-132K- 13.06% |
$3.65M - $4.25M
|
881K
$24.8M
|