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 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.54K+ 14.81% |
$46.4K - $52K
|
11.9K
$374K
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.37K+ 7.37% |
$41.4K - $46.4K
|
20K
$627K
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1.37K+ 1.88% |
$41.3K - $46.3K
|
74.3K
$2.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.31K+ 1.93% |
$39.7K - $44.5K
|
69.6K
$2.18M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.29K+ 5.94% |
$39K - $43.7K
|
23K
$722K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.28KNew |
$38.6K - $43.3K
|
1.28K
$40.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.2K+ 3.86% |
$36.2K - $40.6K
|
32.3K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.19K+ 7.78% |
$35.8K - $40.2K
|
16.4K
$516K
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.06K+ 12.8% |
$32K - $35.9K
|
9.35K
$293K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.05KNew |
$31.7K - $35.5K
|
1.05K
$32.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.01K+ 6.41% |
$30.6K - $34.3K
|
16.8K
$528K
|
|
|
Feb 13, 2025
Q4 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
1K+ 0.89% |
$30.2K - $33.9K
|
113K
$3.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
950New |
$28.7K - $32.2K
|
950
$29.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
925+ 4.64% |
$27.9K - $31.3K
|
20.9K
$655K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
884+ 696.06% |
$26.7K - $29.9K
|
1.01K
$31.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
861+ 5.88% |
$26K - $29.2K
|
15.5K
$486K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
788New |
$23.8K - $26.7K
|
788
$24.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
749+ 4.64% |
$22.6K - $25.4K
|
16.9K
$530K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
719New |
$21.7K - $24.4K
|
719
$22.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
695+ 1.54% |
$21K - $23.5K
|
45.8K
$1.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
548+ 0.7% |
$16.5K - $18.6K
|
79.2K
$2.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
519+ 1.8% |
$15.7K - $17.6K
|
29.4K
$922K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
499+ 2.54% |
$15.1K - $16.9K
|
20.1K
$632K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
352New |
$10.6K - $11.9K
|
352
$11K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
307New |
$9.27K - $10.4K
|
307
$9.63K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
305+ 0.48% |
$9.2K - $10.3K
|
63.8K
$2M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
290+ 4.27% |
$8.75K - $9.82K
|
7.08K
$222K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
275+ 98.21% |
$8.3K - $9.31K
|
555
$17.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
269+ 0.79% |
$8.12K - $9.11K
|
34.2K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
266+ 2.79% |
$8.03K - $9.01K
|
9.8K
$307K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
253New |
$7.64K - $8.57K
|
253
$7.94K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
251+ 3.06% |
$7.58K - $8.5K
|
8.44K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
200+ 0.22% |
$6.04K - $6.77K
|
89.2K
$2.8M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
189+ 1.99% |
$5.7K - $6.4K
|
9.67K
$303K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
135+ 0.43% |
$4.07K - $4.57K
|
31.3K
$982K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
133+ 2.02% |
$4.01K - $4.5K
|
6.72K
$211K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
122+ 0.13% |
$3.68K - $4.13K
|
92.7K
$2.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
98+ 3.66% |
$2.96K - $3.32K
|
2.77K
$87K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
94+ 0.37% |
$2.84K - $3.18K
|
25.3K
$794K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
75+ 0.96% |
$2.26K - $2.54K
|
7.89K
$248K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
72+ 0.43% |
$2.17K - $2.44K
|
16.9K
$531K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
72+ 0.5% |
$2.17K - $2.44K
|
14.3K
$450K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
66+ 0.13% |
$1.99K - $2.24K
|
51.6K
$1.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
57+ 0.43% |
$1.72K - $1.93K
|
13.2K
$414K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
55+ 0.28% |
$1.66K - $1.86K
|
19.4K
$610K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
54+ 0.18% |
$1.63K - $1.83K
|
29.9K
$938K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
20+ 26.67% |
$604 - $677
|
95
$2.98K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
16+ 0.07% |
$483 - $542
|
23.1K
$725K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
9+ 0.55% |
$272 - $305
|
1.66K
$52K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
6+ 0.07% |
$181 - $203
|
8.48K
$266K
|