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 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$338K - $366K
|
12.1K
$374K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
11.7K+ 4.86% |
$326K - $353K
|
253K
$7.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
11.7K+ 17.54% |
$325K - $352K
|
78.4K
$2.41M
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
11.2K+ 16.37% |
$311K - $337K
|
79.5K
$2.44M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
11K+ 35.28% |
$305K - $330K
|
42K
$1.29M
|
|
|
Aug 07, 2024
Q2 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
10.9K+ 4.48% |
$303K - $328K
|
254K
$7.82M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
10.3KNew |
$287K - $311K
|
10.3K
$318K
|
|
|
Aug 07, 2024
Q2 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
10.3K+ 11.54% |
$287K - $311K
|
99.8K
$3.07M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
10.2KNew |
$284K - $307K
|
10.2K
$314K
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
10.1K+ 3.78% |
$282K - $305K
|
278K
$8.54M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.1KNew |
$280K - $303K
|
10.1K
$309K
|
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
10K+ 2.93% |
$278K - $302K
|
352K
$10.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
9.86K+ 9.56% |
$274K - $297K
|
113K
$3.47M
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
8.96K+ 6.76% |
$249K - $270K
|
142K
$4.35M
|
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
8.9K+ 1.08% |
$247K - $268K
|
831K
$25.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
8.65KNew |
$241K - $261K
|
8.65K
$266K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
8.55K+ 13.71% |
$238K - $258K
|
71K
$2.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
8.35K+ 14.33% |
$232K - $252K
|
66.6K
$2.05M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.33KNew |
$232K - $251K
|
8.33K
$256K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
8.06KNew |
$224K - $243K
|
8.06K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
8K+ 66.67% |
$222K - $241K
|
20K
$615K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
7.95K+ 29.38% |
$221K - $240K
|
35K
$1.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.8K+ 159.85% |
$217K - $235K
|
12.7K
$390K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
7.55K+ 14.79% |
$210K - $227K
|
58.6K
$1.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
7.35KNew |
$204K - $221K
|
7.35K
$226K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
7.08K+ 0.57% |
$197K - $213K
|
1.25M
$38.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
7.03KNew |
$195K - $212K
|
7.03K
$216K
|
|
|
Jul 16, 2024
Q2 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
7.02K+ 32.25% |
$195K - $212K
|
28.8K
$885K
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
6.57K+ 62.08% |
$183K - $198K
|
17.2K
$528K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.47K+ 42.03% |
$180K - $195K
|
21.9K
$672K
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
6.45K+ 10.49% |
$179K - $194K
|
67.9K
$2.09M
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
6.03K+ 8.66% |
$168K - $182K
|
75.7K
$2.33M
|
|
|
Jul 25, 2024
Q2 2024
|
Retirement Solution Inc.
|
BUY
|
- |
5.67K+ 0.89% |
$158K - $171K
|
641K
$19.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.84K+ 19.27% |
$135K - $146K
|
30K
$922K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.41K+ 38.84% |
$123K - $133K
|
15.7K
$484K
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.32K+ 16.63% |
$120K - $130K
|
30.3K
$931K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.27K+ 1.61% |
$119K - $129K
|
270K
$8.3M
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
4.19K+ 30.39% |
$117K - $126K
|
18K
$553K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
3.93K+ 68.53% |
$109K - $119K
|
9.67K
$297K
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
3.63K+ 7.21% |
$101K - $109K
|
53.9K
$1.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.58K+ 1.15% |
$99.6K - $108K
|
316K
$9.72M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.39K+ 0.68% |
$94.3K - $102K
|
504K
$15.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
3.35K+ 6.55% |
$93.2K - $101K
|
54.5K
$1.68M
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3.28K+ 5.06% |
$91.2K - $98.8K
|
68.1K
$2.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.12K+ 31.91% |
$86.8K - $94K
|
12.9K
$397K
|
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3.08K+ 31.4% |
$85.5K - $92.7K
|
12.9K
$396K
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
3.06K+ 1.5% |
$85.2K - $92.3K
|
207K
$6.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
3.06K+ 18.91% |
$85.1K - $92.2K
|
19.2K
$592K
|
|
|
Aug 06, 2024
Q2 2024
|
Advisory Services & Investments, LLC
|
BUY
|
- |
2.86K+ 1.37% |
$79.6K - $86.3K
|
212K
$6.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
2.84K+ 22.41% |
$78.9K - $85.5K
|
15.5K
$477K
|