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 17, 2024
Q1 2024
|
Advisory Services & Investments, LLC
|
BUY
|
- |
4.11K+ 2.0% |
$113K - $124K
|
210K
$6.44M
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4.01K+ 0.32% |
$110K - $121K
|
1.24M
$38.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
3.66K+ 5.49% |
$100K - $110K
|
70.2K
$2.16M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.23K+ 1.91% |
$88.6K - $97.1K
|
172K
$5.29M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.98K+ 15.48% |
$81.8K - $89.7K
|
22.2K
$684K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
2.65K+ 3.5% |
$72.8K - $79.8K
|
78.4K
$2.41M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.41K+ 32.7% |
$66.2K - $72.5K
|
9.78K
$301K
|
|
|
May 13, 2024
Q1 2024
|
Schubert & CO
|
BUY
|
- |
2.41K+ 6.27% |
$66.1K - $72.5K
|
40.8K
$1.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2.36K+ 20.89% |
$64.7K - $70.9K
|
13.6K
$419K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.35K+ 48.32% |
$64.5K - $70.7K
|
7.21K
$222K
|
|
|
Apr 02, 2024
Q1 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
2.33K+ 2.31% |
$63.8K - $70K
|
103K
$3.17M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.28K+ 4.2% |
$62.5K - $68.6K
|
56.5K
$1.74M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.25KNew |
$61.8K - $67.7K
|
2.25K
$69.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.18K+ 5.83% |
$59.8K - $65.6K
|
39.6K
$1.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
2.17K+ 34.97% |
$59.5K - $65.3K
|
8.37K
$257K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.87K+ 4.41% |
$51.3K - $56.3K
|
44.3K
$1.36M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.81K+ 10.28% |
$49.5K - $54.3K
|
19.4K
$595K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.49K+ 3.29% |
$40.9K - $44.8K
|
46.7K
$1.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1.48K+ 0.34% |
$40.7K - $44.6K
|
439K
$13.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.45K+ 1.69% |
$39.7K - $43.6K
|
87K
$2.68M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.34K+ 10.72% |
$36.6K - $40.2K
|
13.8K
$424K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.33K+ 3.23% |
$36.4K - $39.9K
|
42.4K
$1.3M
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.24K+ 8.96% |
$34K - $37.3K
|
15.1K
$463K
|
|
|
May 07, 2024
Q1 2024
|
Retirement Solution Inc.
|
BUY
|
- |
1.06K+ 0.17% |
$29.1K - $31.9K
|
635K
$19.5M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1K+ 7.07% |
$27.5K - $30.1K
|
15.2K
$466K
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
955+ 1.03% |
$26.2K - $28.7K
|
93.2K
$2.87M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
931+ 1.16% |
$25.6K - $28K
|
81.3K
$2.5M
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
905+ 8.21% |
$24.8K - $27.2K
|
11.9K
$367K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
895+ 1.53% |
$24.6K - $26.9K
|
59.4K
$1.83M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
895New |
$24.6K - $26.9K
|
895
$27.5K
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
883+ 9.91% |
$24.2K - $26.6K
|
9.8K
$301K
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
863+ 0.18% |
$23.7K - $26K
|
471K
$14.5M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
792+ 1.85% |
$21.7K - $23.8K
|
43.7K
$1.34M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
754+ 1.52% |
$20.7K - $22.7K
|
50.3K
$1.55M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
679+ 3.65% |
$18.6K - $20.4K
|
19.3K
$593K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
645+ 0.33% |
$17.7K - $19.4K
|
195K
$5.99M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
580+ 8.61% |
$15.9K - $17.5K
|
7.32K
$225K
|
|
|
Nov 01, 2024
Q1 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
522+ 2.1% |
$14.3K - $15.7K
|
25.3K
$779K
|
|
|
Apr 04, 2024
Q1 2024
|
Shearwater Capital LLC
|
BUY
|
- |
436+ 2.76% |
$12K - $13.1K
|
16.3K
$500K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
368New |
$10.1K - $11.1K
|
368
$11.3K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
368New |
$10.1K - $11.1K
|
368
$11.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
353+ 0.18% |
$9.69K - $10.6K
|
194K
$5.95M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
296New |
$8.13K - $8.91K
|
296
$9.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
295+ 1.29% |
$8.1K - $8.88K
|
23.1K
$710K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
272New |
$7.47K - $8.19K
|
272
$8.36K
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
205+ 2.45% |
$5.63K - $6.17K
|
8.56K
$263K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
190+ 0.86% |
$5.22K - $5.72K
|
22.4K
$688K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
164+ 0.19% |
$4.5K - $4.94K
|
88.6K
$2.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
155New |
$4.25K - $4.67K
|
155
$4.77K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
144+ 8.8% |
$3.95K - $4.33K
|
1.78K
$54.7K
|