Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr Dimensional (DFSV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
112KNew |
$3.37M - $3.79M
|
112K
$3.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
80.1K+ 9.93% |
$2.42M - $2.71M
|
886K
$28M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
78.6K+ 3.87% |
$2.37M - $2.66M
|
2.11M
$66.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
74.7K+ 12.68% |
$2.25M - $2.53M
|
664K
$20.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
47.5KNew |
$1.43M - $1.61M
|
47.5K
$1.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
45.3K+ 6.28% |
$1.37M - $1.53M
|
766K
$24.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
31.3K+ 32.56% |
$946K - $1.06M
|
128K
$4.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
30K+ 37.18% |
$905K - $1.02M
|
111K
$3.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
28.1K+ 6.97% |
$848K - $951K
|
431K
$13.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
26.4K+ 7.43% |
$796K - $893K
|
381K
$12M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
22.7K+ 262.14% |
$685K - $769K
|
31.4K
$989K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
20.9K+ 15.25% |
$630K - $707K
|
158K
$4.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
18.9K+ 24.19% |
$570K - $639K
|
96.9K
$3.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
11.1K+ 4.16% |
$336K - $377K
|
279K
$8.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
10.4K+ 8.76% |
$315K - $353K
|
129K
$4.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
8.54KNew |
$258K - $289K
|
8.54K
$269K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
7.77KNew |
$234K - $263K
|
7.77K
$245K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
5.77KNew |
$174K - $195K
|
5.77K
$182K
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
5.38K+ 30.09% |
$162K - $182K
|
23.3K
$734K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
5.33K+ 6.24% |
$161K - $180K
|
90.7K
$2.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
3.95K+ 25.05% |
$119K - $134K
|
19.7K
$622K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
3.17K+ 4.82% |
$95.6K - $107K
|
68.9K
$2.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.68K+ 43.98% |
$81K - $90.9K
|
8.78K
$277K
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
2.16K+ 5.81% |
$65.2K - $73.1K
|
39.3K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.86K+ 12.58% |
$56.1K - $63K
|
16.7K
$525K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.19K+ 7.78% |
$35.8K - $40.2K
|
16.4K
$519K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
749+ 4.64% |
$22.6K - $25.4K
|
16.9K
$533K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
251+ 3.06% |
$7.58K - $8.5K
|
8.44K
$266K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
122+ 0.13% |
$3.68K - $4.13K
|
92.7K
$2.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
98+ 3.66% |
$2.96K - $3.32K
|
2.77K
$87.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
66+ 0.13% |
$1.99K - $2.24K
|
51.6K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
55+ 0.28% |
$1.66K - $1.86K
|
19.4K
$613K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
20+ 26.67% |
$604 - $677
|
95
$3K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
4+ 0.05% |
$121 - $135
|
7.35K
$232K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-43- 0.33% |
$1.3K - $1.46K
|
12.9K
$406K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-133- 0.4% |
$4.01K - $4.5K
|
33.1K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-285- 1.49% |
$8.6K - $9.65K
|
18.8K
$594K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-660- 3.85% |
$19.9K - $22.4K
|
16.5K
$521K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.5K- 22.49% |
$45.2K - $50.7K
|
5.16K
$163K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.49K- 6.05% |
$75.1K - $84.2K
|
38.6K
$1.22M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-3.25K- 4.29% |
$98.2K - $110K
|
72.5K
$2.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-8.83K- 5.08% |
$267K - $299K
|
165K
$5.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-16.1K- 25.45% |
$485K - $544K
|
47.1K
$1.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-584K- 7.12% |
$17.6M - $19.8M
|
7.62M
$240M
|