Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr Dimensional (DFSV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSV) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.24MNew |
$29.2M - $36.5M
|
1.24M
$37.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
1.22M+ 18.47% |
$28.9M - $36.2M
|
7.86M
$239M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.03MNew |
$24.3M - $30.3M
|
1.03M
$31.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
774K+ 52.19% |
$18.3M - $22.9M
|
2.26M
$68.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
530KNew |
$12.5M - $15.7M
|
530K
$16.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
527K+ 38.75% |
$12.4M - $15.6M
|
1.89M
$57.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
479KNew |
$11.3M - $14.1M
|
479K
$14.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
470KNew |
$11.1M - $13.9M
|
470K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
392K+ 154.86% |
$9.25M - $11.6M
|
645K
$19.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
375KNew |
$8.86M - $11.1M
|
375K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
344K+ 10905.67% |
$8.12M - $10.2M
|
347K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Jentner Corp
|
BUY
|
- |
343K+ 224.5% |
$8.11M - $10.1M
|
496K
$15.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
332KNew |
$7.84M - $9.81M
|
332K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
330KNew |
$7.8M - $9.75M
|
330K
$10M
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
322K+ 32.74% |
$7.61M - $9.52M
|
1.31M
$39.7M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
307K+ 125.66% |
$7.24M - $9.05M
|
550K
$16.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
256KNew |
$6.05M - $7.57M
|
256K
$7.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
244K+ 188.97% |
$5.75M - $7.19M
|
373K
$11.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
244KNew |
$5.75M - $7.19M
|
244K
$7.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
235KNew |
$5.55M - $6.94M
|
235K
$7.15M
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
235KNew |
$5.55M - $6.94M
|
235K
$7.15M
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
214KNew |
$5.05M - $6.32M
|
214K
$6.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
200K+ 11.63% |
$4.73M - $5.92M
|
1.92M
$58.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
181K+ 29.61% |
$4.28M - $5.35M
|
794K
$24.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
178KNew |
$4.2M - $5.25M
|
178K
$5.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
164KNew |
$3.88M - $4.85M
|
164K
$5M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
151K+ 6.23% |
$3.56M - $4.45M
|
2.57M
$78.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
144K+ 15.75% |
$3.4M - $4.25M
|
1.06M
$32.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
136K+ 34.52% |
$3.21M - $4.02M
|
531K
$16.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
132K+ 40.68% |
$3.11M - $3.89M
|
455K
$13.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
121K+ 18.61% |
$2.85M - $3.56M
|
768K
$23.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
117K+ 204.86% |
$2.76M - $3.45M
|
174K
$5.29M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
116K+ 41.79% |
$2.73M - $3.42M
|
393K
$11.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
107K+ 4060.4% |
$2.53M - $3.17M
|
110K
$3.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
107K+ 10.92% |
$2.53M - $3.16M
|
1.09M
$33.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
99.4K+ 26.14% |
$2.35M - $2.93M
|
480K
$14.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
97.2K+ 20.93% |
$2.29M - $2.87M
|
562K
$17.1M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
95.6K+ 663.79% |
$2.26M - $2.82M
|
110K
$3.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
92.1K+ 75.18% |
$2.18M - $2.72M
|
215K
$6.53M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
88.7K+ 30.83% |
$2.1M - $2.62M
|
377K
$11.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
88.4KNew |
$2.09M - $2.61M
|
88.4K
$2.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
87.2K+ 16.21% |
$2.06M - $2.58M
|
625K
$19M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
84K+ 65.52% |
$1.98M - $2.48M
|
212K
$6.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
83.6KNew |
$1.97M - $2.47M
|
83.6K
$2.54M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
81.2KNew |
$1.92M - $2.4M
|
81.2K
$2.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
80.3KNew |
$1.9M - $2.37M
|
80.3K
$2.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
79.5K+ 121.17% |
$1.88M - $2.35M
|
145K
$4.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
77.7K+ 811.35% |
$1.84M - $2.3M
|
87.3K
$2.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
77.6KNew |
$1.83M - $2.29M
|
77.6K
$2.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
67.4K+ 101.61% |
$1.59M - $1.99M
|
134K
$4.06M
|