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 26, 2024
Q1 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
11K+ 49.83% |
$301K - $330K
|
33K
$1.01M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10.9KNew |
$300K - $328K
|
10.9K
$336K
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
10.6KNew |
$291K - $319K
|
10.6K
$325K
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
9.9KNew |
$272K - $298K
|
9.9K
$304K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
9.81KNew |
$269K - $295K
|
9.81K
$302K
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
9.8K+ 2.95% |
$269K - $295K
|
342K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9.5KNew |
$261K - $286K
|
9.5K
$292K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
9.45K+ 20.66% |
$259K - $284K
|
55.2K
$1.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
9.38K+ 9.84% |
$258K - $282K
|
105K
$3.22M
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
9.27KNew |
$254K - $279K
|
9.27K
$285K
|
|
|
May 03, 2024
Q1 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
9.19K+ 11.45% |
$252K - $277K
|
89.5K
$2.75M
|
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
9.08KNew |
$249K - $273K
|
9.08K
$279K
|
|
|
May 10, 2024
Q1 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
9.02K+ 4.12% |
$248K - $271K
|
228K
$7.01M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.64KNew |
$237K - $260K
|
8.64K
$266K
|
|
|
May 03, 2024
Q1 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
8.24K+ 3.51% |
$226K - $248K
|
243K
$7.48M
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
8K+ 3.42% |
$220K - $241K
|
242K
$7.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
7.98K+ 44.33% |
$219K - $240K
|
26K
$798K
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
7.45K+ 17.05% |
$205K - $224K
|
51.2K
$1.57M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
7.4K+ 13.46% |
$203K - $223K
|
62.4K
$1.92M
|
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
7.29K+ 50.38% |
$200K - $220K
|
21.8K
$669K
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
7.22K+ 79.92% |
$198K - $217K
|
16.2K
$500K
|
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
7.14K+ 40.22% |
$196K - $215K
|
24.9K
$765K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
7.08KNew |
$194K - $213K
|
7.08K
$218K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.08KNew |
$194K - $213K
|
7.08K
$218K
|
|
|
Apr 29, 2024
Q1 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
6.99K+ 1.86% |
$192K - $210K
|
382K
$11.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
BUY
|
- |
6.85K+ 1.16% |
$188K - $206K
|
597K
$18.4M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.84K+ 37.36% |
$188K - $206K
|
25.1K
$773K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.69K+ 143.99% |
$184K - $201K
|
11.3K
$349K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
6.69KNew |
$184K - $201K
|
6.69K
$206K
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
6.63K+ 49.34% |
$182K - $199K
|
20.1K
$617K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
6.55K+ 31.93% |
$180K - $197K
|
27.1K
$832K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
6.45K+ 1.95% |
$177K - $194K
|
338K
$10.4M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
6.45K+ 26.18% |
$177K - $194K
|
31.1K
$956K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.99K+ 13.3% |
$164K - $180K
|
51K
$1.57M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
5.94K+ 25.68% |
$163K - $179K
|
29.1K
$894K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
5.82K+ 4.18% |
$160K - $175K
|
145K
$4.46M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
5.67K+ 8.86% |
$156K - $171K
|
69.7K
$2.14M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.6K+ 14.34% |
$154K - $169K
|
44.7K
$1.37M
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
5.41K+ 10.21% |
$149K - $163K
|
58.4K
$1.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
5.24K+ 62.01% |
$144K - $158K
|
13.7K
$421K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.05K+ 5.34% |
$139K - $152K
|
99.6K
$3.06M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
5.04K+ 10.38% |
$138K - $152K
|
53.6K
$1.65M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
4.99K+ 19.79% |
$137K - $150K
|
30.2K
$928K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.88KNew |
$134K - $147K
|
4.88K
$150K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
4.87K+ 20.47% |
$134K - $147K
|
28.7K
$882K
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
4.83K+ 42.59% |
$133K - $145K
|
16.2K
$498K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.75K+ 39.65% |
$130K - $143K
|
16.7K
$515K
|
|
|
Apr 15, 2024
Q1 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
4.48K+ 39.03% |
$123K - $135K
|
16K
$490K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.3K+ 2.33% |
$118K - $130K
|
189K
$5.8M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4.18K+ 6.68% |
$115K - $126K
|
66.7K
$2.05M
|