Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr Dimensional (DFSV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
35.2K+ 9.72% |
$967K - $1.06M
|
398K
$12.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
35K+ 35.81% |
$959K - $1.05M
|
133K
$4.08M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
33.7K+ 15.89% |
$926K - $1.02M
|
246K
$7.57M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
32.3K+ 13.85% |
$887K - $973K
|
266K
$8.17M
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
30.2K+ 5.65% |
$830K - $910K
|
565K
$17.4M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
30K+ 13.56% |
$824K - $904K
|
251K
$7.73M
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
29.3K+ 75.08% |
$804K - $881K
|
68.3K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.5K+ 12.83% |
$755K - $828K
|
242K
$7.44M
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
26.9K+ 14.87% |
$740K - $811K
|
208K
$6.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
26.3K+ 3.3% |
$722K - $791K
|
822K
$25.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
26.2K+ 32.27% |
$719K - $789K
|
107K
$3.3M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
26K+ 94.59% |
$714K - $783K
|
53.5K
$1.64M
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
26K+ 258.55% |
$713K - $782K
|
36K
$1.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
24K+ 9.84% |
$658K - $721K
|
268K
$8.23M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
23.6K+ 223.18% |
$649K - $712K
|
34.2K
$1.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
23.3K+ 3.31% |
$641K - $703K
|
729K
$22.4M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
23K+ 24.24% |
$630K - $691K
|
118K
$3.62M
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
22.2KNew |
$609K - $668K
|
22.2K
$683K
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
21.9K+ 7.84% |
$602K - $660K
|
302K
$9.28M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
21.4KNew |
$587K - $644K
|
21.4K
$658K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
20.1K+ 52.74% |
$552K - $606K
|
58.3K
$1.79M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
19.6KNew |
$538K - $589K
|
19.6K
$602K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
19.6K+ 4640.05% |
$537K - $589K
|
20K
$615K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
18.9K+ 88.73% |
$519K - $569K
|
40.2K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
18.8KNew |
$517K - $567K
|
18.8K
$579K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
18.7K+ 30.77% |
$513K - $562K
|
79.4K
$2.44M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
18.2KNew |
$501K - $549K
|
18.2K
$561K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
17.8KNew |
$490K - $537K
|
17.8K
$548K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
17.1KNew |
$468K - $513K
|
17.1K
$524K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
16.8K+ 21.98% |
$462K - $507K
|
93.4K
$2.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.7K+ 29.67% |
$457K - $502K
|
72.8K
$2.24M
|
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
16.5K+ 2.14% |
$452K - $496K
|
785K
$24.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
16.3K+ 81.87% |
$448K - $491K
|
36.3K
$1.11M
|
|
|
May 02, 2024
Q1 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
16.3KNew |
$447K - $490K
|
16.3K
$501K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.2K+ 14.28% |
$417K - $457K
|
122K
$3.74M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
15KNew |
$412K - $451K
|
15K
$461K
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
14.3K+ 30.22% |
$391K - $429K
|
61.4K
$1.89M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14K+ 33.85% |
$383K - $420K
|
55.2K
$1.7M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
13.4K+ 6.25% |
$368K - $404K
|
228K
$7.01M
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
13.4K+ 5.69% |
$367K - $403K
|
248K
$7.64M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.3KNew |
$366K - $402K
|
13.3K
$410K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.9K+ 89.4% |
$353K - $388K
|
27.3K
$839K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12KNew |
$330K - $362K
|
12K
$369K
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
12KNew |
$329K - $361K
|
12K
$369K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
12K+ 85.1% |
$329K - $361K
|
26.1K
$802K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.9KNew |
$326K - $357K
|
11.9K
$365K
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
11.8K+ 8.32% |
$324K - $355K
|
154K
$4.72M
|
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
11.7K+ 1.78% |
$320K - $351K
|
667K
$20.5M
|
|
|
May 01, 2024
Q1 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
11.2K+ 2.06% |
$308K - $338K
|
555K
$17.1M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
11K+ 10.11% |
$303K - $332K
|
120K
$3.69M
|