Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr Dimensional (DFSV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.82M+ 64.33% |
$50.6M - $54.8M
|
4.64M
$144M
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.08M+ 222.41% |
$30.1M - $32.6M
|
1.57M
$48.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
690K+ 214.89% |
$19.2M - $20.8M
|
1.01M
$31.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
534K+ 24.16% |
$14.8M - $16.1M
|
2.74M
$85.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
402KNew |
$11.2M - $12.1M
|
402K
$12.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
267K+ 21.94% |
$7.42M - $8.04M
|
1.48M
$46.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
243K+ 5.22% |
$6.77M - $7.33M
|
4.91M
$153M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
236K+ 25.94% |
$6.56M - $7.11M
|
1.15M
$35.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
216K+ 37.27% |
$6.01M - $6.51M
|
796K
$24.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
214K+ 423.78% |
$5.94M - $6.44M
|
264K
$8.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
205K+ 14.55% |
$5.71M - $6.19M
|
1.62M
$50.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
192K+ 8.9% |
$5.34M - $5.79M
|
2.35M
$73M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
159K+ 21.47% |
$4.42M - $4.79M
|
900K
$28M
|
|
|
Jul 18, 2024
Q2 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
149KNew |
$4.14M - $4.49M
|
149K
$4.63M
|
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
113K+ 48.16% |
$3.14M - $3.4M
|
347K
$10.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
111K+ 30.28% |
$3.08M - $3.33M
|
476K
$14.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
104K+ 16.43% |
$2.89M - $3.13M
|
736K
$22.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
104K+ 14.33% |
$2.89M - $3.13M
|
828K
$25.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
98.8K+ 16.21% |
$2.75M - $2.98M
|
708K
$22M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
90.2KNew |
$2.51M - $2.72M
|
90.2K
$2.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
89K+ 30.0% |
$2.48M - $2.68M
|
386K
$12M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
84.6KNew |
$2.35M - $2.55M
|
84.6K
$2.63M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
84.5K+ 71.82% |
$2.35M - $2.55M
|
202K
$6.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
82K+ 14.03% |
$2.28M - $2.47M
|
666K
$20.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
77.9K+ 13.3% |
$2.17M - $2.35M
|
664K
$20.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
77.8K+ 9.05% |
$2.16M - $2.34M
|
938K
$29.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
75.7K+ 13.98% |
$2.1M - $2.28M
|
617K
$19.2M
|
|
|
Jul 30, 2024
Q2 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
73.5KNew |
$2.04M - $2.21M
|
73.5K
$2.28M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
72.5K+ 29.46% |
$2.02M - $2.18M
|
319K
$9.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
70.5K+ 6.48% |
$1.96M - $2.12M
|
1.16M
$36M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
67.1K+ 153.42% |
$1.86M - $2.02M
|
111K
$3.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
64.3K+ 13.98% |
$1.79M - $1.94M
|
525K
$16.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
63.2K+ 12.82% |
$1.76M - $1.9M
|
556K
$17.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
62.2KNew |
$1.73M - $1.87M
|
62.2K
$1.93M
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
61.3K+ 18.79% |
$1.7M - $1.85M
|
387K
$12M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
59.6K+ 111.51% |
$1.66M - $1.8M
|
113K
$3.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
59K+ 48.69% |
$1.64M - $1.78M
|
180K
$5.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jentner Corp
|
BUY
|
- |
56.7K+ 10.16% |
$1.58M - $1.71M
|
615K
$19.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
52.5K+ 10.82% |
$1.46M - $1.58M
|
538K
$16.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
52K+ 243.06% |
$1.45M - $1.57M
|
73.4K
$2.28M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
50.9K+ 15.07% |
$1.42M - $1.53M
|
389K
$12.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
49.5K+ 8.98% |
$1.38M - $1.49M
|
601K
$18.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
44K+ 7.93% |
$1.22M - $1.33M
|
599K
$18.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
43K+ 264.8% |
$1.2M - $1.3M
|
59.3K
$1.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
42.5K+ 8.81% |
$1.18M - $1.28M
|
525K
$16.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
41.7K+ 346.58% |
$1.16M - $1.26M
|
53.8K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
41.4K+ 19.9% |
$1.15M - $1.25M
|
249K
$7.76M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
39.7KNew |
$1.1M - $1.2M
|
39.7K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
39.6K+ 15.74% |
$1.1M - $1.19M
|
291K
$9.05M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
39.2K+ 90.77% |
$1.09M - $1.18M
|
82.4K
$2.56M
|