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 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
124+ 0.27% |
$3.4K - $3.73K
|
45.6K
$1.4M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
97New |
$2.66K - $2.92K
|
97
$2.98K
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
BUY
|
- |
87+ 0.12% |
$2.39K - $2.62K
|
74.4K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
60New |
$1.65K - $1.81K
|
60
$1.85K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
58+ 20.21% |
$1.59K - $1.75K
|
345
$10.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
57+ 0.18% |
$1.56K - $1.72K
|
31K
$952K
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
32+ 0.24% |
$878 - $963
|
13.4K
$411K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
30+ 11.81% |
$824 - $903
|
284
$8.73K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
22+ 0.18% |
$604 - $662
|
12K
$370K
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
22+ 0.26% |
$604 - $662
|
8.47K
$260K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
15+ 1.45% |
$412 - $452
|
1.05K
$32.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
15+ 0.19% |
$412 - $452
|
7.76K
$239K
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.02% |
$247 - $271
|
47.2K
$1.45M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
5+ 0.49% |
$137 - $151
|
1.02K
$31.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
3+ 0.02% |
$82.4 - $90.3
|
14.6K
$450K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.22% |
$54.9 - $60.2
|
902
$27.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-10- 0.14% |
$275 - $301
|
7.22K
$222K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-77- 35.81% |
$2.11K - $2.32K
|
138
$4.24K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-125- 7.71% |
$3.43K - $3.76K
|
1.5K
$46K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-129- 0.83% |
$3.54K - $3.88K
|
15.3K
$472K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-224- 1.31% |
$6.15K - $6.74K
|
16.9K
$519K
|
|
|
Apr 17, 2024
Q1 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-276- 0.74% |
$7.58K - $8.31K
|
37K
$1.14M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-319- 14.48% |
$8.76K - $9.6K
|
1.88K
$57.9K
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-329- 1.11% |
$9.03K - $9.9K
|
29.4K
$905K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-363- 0.6% |
$9.96K - $10.9K
|
60.1K
$1.85M
|
|
|
May 07, 2024
Q1 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-370- 0.44% |
$10.2K - $11.1K
|
83.2K
$2.56M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-455- 4.04% |
$12.5K - $13.7K
|
10.8K
$333K
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-555- 7.6% |
$15.2K - $16.7K
|
6.75K
$207K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-648- 2.46% |
$17.8K - $19.5K
|
25.7K
$791K
|
|
|
Aug 20, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-648- 2.46% |
$17.8K - $19.5K
|
25.7K
$791K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-821- 1.43% |
$22.5K - $24.7K
|
56.6K
$1.74M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-889- 18.07% |
$24.4K - $26.8K
|
4.03K
$124K
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1K- 4.02% |
$27.5K - $30.2K
|
23.9K
$735K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.16K- 16.77% |
$31.7K - $34.8K
|
5.74K
$176K
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.44K- 4.04% |
$39.6K - $43.4K
|
34.2K
$1.05M
|
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-1.45K- 3.94% |
$39.7K - $43.6K
|
35.3K
$1.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.56K- 0.32% |
$42.9K - $47K
|
492K
$15.1M
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-2.01K- 35.56% |
$55.2K - $60.5K
|
3.64K
$112K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.05K- 0.41% |
$56.3K - $61.8K
|
501K
$15.4M
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-2.79K- 26.08% |
$76.6K - $84K
|
7.91K
$243K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2.82K- 2.3% |
$77.5K - $85K
|
120K
$3.69M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-4.33K- 3.24% |
$119K - $130K
|
129K
$3.98M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.24K- 32.27% |
$144K - $158K
|
11K
$338K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.81K- 1.53% |
$160K - $175K
|
375K
$11.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.48K- 2.15% |
$178K - $195K
|
295K
$9.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-6.48K- 2.15% |
$178K - $195K
|
295K
$9.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-7.44K- 78.52% |
$204K - $224K
|
2.03K
$62.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-9.96K- 4.65% |
$273K - $300K
|
204K
$6.27M
|