Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr Dimensional (DFSV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSV) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
37.6K+ 41.46% |
$1.06M - $1.19M
|
128K
$4.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
35.5K+ 11.14% |
$1M - $1.12M
|
354K
$11.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
35.1KNew |
$992K - $1.11M
|
35.1K
$1.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
34.3K+ 8.85% |
$969K - $1.09M
|
421K
$13.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
33.9KNew |
$958K - $1.07M
|
33.9K
$1.08M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
32.2K+ 7.07% |
$908K - $1.02M
|
487K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
31.9KNew |
$900K - $1.01M
|
31.9K
$1.01M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
31.5K+ 58.42% |
$890K - $998K
|
85.4K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.3K+ 7.71% |
$855K - $959K
|
423K
$13.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
29.5K+ 4.27% |
$833K - $935K
|
721K
$22.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
29.1K+ 19.86% |
$822K - $922K
|
175K
$5.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
28.9K+ 11.58% |
$816K - $916K
|
278K
$8.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
28.9KNew |
$815K - $915K
|
28.9K
$918K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28K+ 123.64% |
$791K - $887K
|
50.6K
$1.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27KNew |
$762K - $855K
|
27K
$858K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
25.2K+ 7.63% |
$711K - $798K
|
355K
$11.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
25.1K+ 183.56% |
$710K - $797K
|
38.8K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
24.9K+ 3.1% |
$704K - $789K
|
828K
$26.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.5K+ 155.27% |
$691K - $775K
|
40.2K
$1.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
24.2K+ 10.86% |
$684K - $767K
|
247K
$7.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
23.4K+ 13.6% |
$660K - $740K
|
195K
$6.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
22.3K+ 31.47% |
$631K - $708K
|
93.3K
$2.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
21.3K+ 25.96% |
$602K - $675K
|
103K
$3.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
21K+ 24.61% |
$594K - $667K
|
107K
$3.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.3K+ 18.83% |
$573K - $642K
|
128K
$4.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
20KNew |
$565K - $634K
|
20K
$637K
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
19.5K+ 19.54% |
$551K - $618K
|
119K
$3.8M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
18.9K+ 11.73% |
$533K - $598K
|
180K
$5.72M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
18.2K+ 23.31% |
$514K - $577K
|
96.3K
$3.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
BUY
|
- |
17.9K+ 2.94% |
$507K - $569K
|
629K
$20M
|
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
17.7K+ 17.47% |
$500K - $561K
|
119K
$3.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
17.2K+ 29.44% |
$487K - $547K
|
75.8K
$2.41M
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
17.2K+ 114.79% |
$486K - $546K
|
32.2K
$1.02M
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
16.2K+ 29.64% |
$458K - $514K
|
70.9K
$2.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
16.1K+ 38.33% |
$455K - $511K
|
58.2K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.1K+ 14.24% |
$455K - $511K
|
129K
$4.11M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
15.8K+ 13.01% |
$445K - $499K
|
137K
$4.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
14.8K+ 2446.03% |
$417K - $468K
|
15.4K
$489K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
14.7K+ 5.8% |
$414K - $465K
|
267K
$8.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
14.1K+ 3.62% |
$398K - $446K
|
403K
$12.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.7K+ 7.6% |
$387K - $434K
|
194K
$6.17M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.7K+ 5.07% |
$386K - $433K
|
284K
$9.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.7K+ 5.07% |
$386K - $433K
|
284K
$9.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
13.2K+ 15.63% |
$374K - $419K
|
97.8K
$3.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
13.1KNew |
$371K - $416K
|
13.1K
$418K
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
13K+ 5.29% |
$367K - $412K
|
259K
$8.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13K+ 1.57% |
$366K - $411K
|
839K
$26.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
12.6K+ 18.43% |
$355K - $398K
|
80.6K
$2.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
12.5K+ 118.46% |
$354K - $397K
|
23.1K
$735K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
12.4KNew |
$349K - $392K
|
12.4K
$394K
|