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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
38K+ 36.28% |
$1.06M - $1.14M
|
143K
$4.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
36.7K+ 15.2% |
$1.02M - $1.11M
|
278K
$8.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
35.7K+ 19.08% |
$993K - $1.08M
|
223K
$6.85M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.8K+ 47.8% |
$968K - $1.05M
|
108K
$3.31M
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
32.1KNew |
$892K - $967K
|
32.1K
$987K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
31.6K+ 3.14% |
$879K - $952K
|
1.04M
$32M
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
31.4K+ 71.88% |
$872K - $945K
|
75K
$2.31M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31.2K+ 7.84% |
$867K - $939K
|
429K
$13.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
30.2K+ 13.24% |
$840K - $910K
|
258K
$7.94M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
29.9K+ 7.02% |
$830K - $900K
|
455K
$14M
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
29.4KNew |
$818K - $886K
|
29.4K
$905K
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
28.2K+ 9.35% |
$784K - $850K
|
330K
$10.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.2K+ 3.53% |
$783K - $849K
|
826K
$25.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
27.7K+ 68.91% |
$770K - $835K
|
67.9K
$2.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
27.3KNew |
$759K - $822K
|
27.3K
$839K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.8K+ 10.87% |
$745K - $807K
|
273K
$8.4M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
26.6K+ 77.78% |
$741K - $802K
|
60.9K
$1.87M
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
26.6K+ 91.43% |
$740K - $801K
|
55.7K
$1.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.4KNew |
$706K - $765K
|
25.4K
$781K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
24.8K+ 68.41% |
$690K - $747K
|
61.1K
$1.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
24.3K+ 1.25% |
$675K - $731K
|
1.96M
$60.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
24.2K+ 3.63% |
$674K - $730K
|
691K
$21.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
22.9K+ 41.48% |
$637K - $690K
|
78.1K
$2.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.2K+ 11.6% |
$616K - $668K
|
213K
$6.56M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
22.1K+ 2.93% |
$614K - $666K
|
777K
$23.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
18.7K+ 51.92% |
$520K - $563K
|
54.7K
$1.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
18.4K+ 2.34% |
$510K - $553K
|
803K
$24.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
18.2K+ 11.86% |
$506K - $549K
|
172K
$5.28M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
18.1K+ 30.45% |
$503K - $545K
|
77.5K
$2.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
17.6K+ 7.73% |
$491K - $532K
|
246K
$7.56M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.5K+ 4.68% |
$488K - $529K
|
392K
$12.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
17.5K+ 44.13% |
$486K - $527K
|
57.1K
$1.76M
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
17.1K+ 13.23% |
$476K - $516K
|
146K
$4.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
16.8K+ 31.29% |
$466K - $505K
|
70.3K
$2.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
16.4K+ 57.21% |
$456K - $494K
|
45.1K
$1.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
16.4K+ 100.37% |
$455K - $493K
|
32.7K
$1M
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
16.3K+ 4.5% |
$454K - $492K
|
379K
$11.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16K+ 3.25% |
$445K - $482K
|
508K
$15.6M
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
15.9KNew |
$442K - $479K
|
15.9K
$489K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.9KNew |
$441K - $478K
|
15.9K
$488K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.7K+ 6.06% |
$408K - $442K
|
257K
$7.89M
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
14.5K+ 5.83% |
$403K - $436K
|
263K
$8.09M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
14.2KNew |
$396K - $429K
|
14.2K
$438K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
13.7K+ 4.65% |
$382K - $413K
|
309K
$9.49M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
13.7K+ 4.65% |
$382K - $413K
|
309K
$9.49M
|
|
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
BUY
|
- |
13.7K+ 2.3% |
$381K - $413K
|
611K
$18.8M
|
|
|
Jul 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
13.7K+ 12.76% |
$381K - $413K
|
121K
$3.72M
|
|
|
Jul 09, 2024
Q2 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
12.4K+ 17.66% |
$345K - $373K
|
82.6K
$2.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
12.4K+ 3.24% |
$344K - $373K
|
394K
$12.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.2K+ 91.69% |
$340K - $369K
|
25.6K
$786K
|