Purchases and Sales Made in Q2 2025 in Dimensional ETF Tr Dimensional (DFSV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.45M+ 28.99% |
$35.2M - $42.8M
|
6.46M
$199M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
240K+ 1430.72% |
$5.8M - $7.06M
|
256K
$7.92M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
230KNew |
$5.58M - $6.79M
|
230K
$7.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
162K+ 129.35% |
$3.92M - $4.78M
|
287K
$8.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
155KNew |
$3.75M - $4.57M
|
155K
$4.78M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
136K+ 72.02% |
$3.3M - $4.02M
|
326K
$10M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
112K+ 14.23% |
$2.7M - $3.29M
|
896K
$27.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
96.7K+ 7.81% |
$2.34M - $2.85M
|
1.34M
$41.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
93.8KNew |
$2.27M - $2.76M
|
93.8K
$2.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
90.1K+ 22.05% |
$2.18M - $2.65M
|
499K
$15.4M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
89.3K+ 26.26% |
$2.16M - $2.63M
|
429K
$13.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
83.5K+ 229.0% |
$2.02M - $2.46M
|
120K
$3.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
BUY
|
- |
83.3K+ 11.15% |
$2.02M - $2.46M
|
831K
$25.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
75K+ 110.37% |
$1.82M - $2.21M
|
143K
$4.41M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
71K+ 52.93% |
$1.72M - $2.09M
|
205K
$6.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
68.4KNew |
$1.65M - $2.01M
|
68.4K
$2.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
68.2K+ 9.13% |
$1.65M - $2.01M
|
815K
$25.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
68K+ 396.47% |
$1.65M - $2M
|
85.1K
$2.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
64.6KNew |
$1.57M - $1.91M
|
64.6K
$2M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
54.1K+ 14.11% |
$1.31M - $1.6M
|
438K
$13.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
52K+ 25.55% |
$1.26M - $1.53M
|
255K
$7.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
51K+ 10.9% |
$1.24M - $1.5M
|
519K
$16M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
45.2K+ 5.74% |
$1.1M - $1.33M
|
833K
$25.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
42.8K+ 28.59% |
$1.04M - $1.26M
|
193K
$5.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
35.8K+ 9.22% |
$866K - $1.05M
|
424K
$13.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
33.3K+ 23.93% |
$806K - $981K
|
172K
$5.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
31.2KNew |
$755K - $919K
|
31.2K
$962K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
28.5KNew |
$690K - $840K
|
28.5K
$880K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
26K+ 170.1% |
$629K - $766K
|
41.3K
$1.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
25.1K+ 28.22% |
$607K - $738K
|
114K
$3.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
24.6K+ 36.1% |
$596K - $726K
|
92.8K
$2.86M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
23.1KNew |
$559K - $680K
|
23.1K
$712K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
21.2K+ 109.05% |
$513K - $624K
|
40.6K
$1.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
20.8KNew |
$502K - $612K
|
20.8K
$640K
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
BUY
|
- |
20.2K+ 16032.54% |
$489K - $595K
|
20.3K
$627K
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
19.9KNew |
$483K - $587K
|
19.9K
$615K
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
18.5K+ 4.88% |
$447K - $545K
|
397K
$12.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
17.9KNew |
$433K - $527K
|
17.9K
$552K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
16.7K+ 1.87% |
$404K - $492K
|
911K
$28.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
16.1K+ 5.47% |
$390K - $474K
|
310K
$9.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
16KNew |
$388K - $472K
|
16K
$494K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
16K+ 12.65% |
$388K - $472K
|
143K
$4.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
14.8KNew |
$359K - $437K
|
14.8K
$458K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
14.2K+ 132.52% |
$345K - $420K
|
25K
$771K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
12.9K+ 4.71% |
$313K - $381K
|
288K
$8.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
12K+ 12.77% |
$291K - $355K
|
106K
$3.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
11.8K+ 10.55% |
$286K - $348K
|
124K
$3.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
11.1K+ 28.04% |
$268K - $327K
|
50.6K
$1.56M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
11K+ 13.19% |
$267K - $325K
|
94.6K
$2.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
10.7KNew |
$259K - $315K
|
10.7K
$330K
|