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 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
24+ 2.83% |
$667 - $723
|
873
$26.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.04% |
$584 - $633
|
47.2K
$1.45M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
17+ 0.09% |
$473 - $512
|
18.3K
$561K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
15+ 0.37% |
$417 - $452
|
4.05K
$124K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.33% |
$83.4 - $90.4
|
905
$27.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.68% |
$27.8 - $30.1
|
149
$4.58K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-4- 0.06% |
$111 - $121
|
7.22K
$222K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5- 0.49% |
$139 - $151
|
1.01K
$31.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-29- 0.18% |
$806 - $874
|
16.2K
$499K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-35- 0.21% |
$973 - $1.05K
|
16.8K
$518K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-43- 0.61% |
$1.2K - $1.3K
|
7.03K
$216K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-46- 2.58% |
$1.28K - $1.39K
|
1.73K
$53.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-49- 0.08% |
$1.36K - $1.48K
|
60.1K
$1.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-154- 0.27% |
$4.28K - $4.64K
|
56.5K
$1.74M
|
|
|
Jul 17, 2024
Q2 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-217- 0.26% |
$6.03K - $6.54K
|
83K
$2.55M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-284- 1.83% |
$7.9K - $8.56K
|
15.2K
$468K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-351- 0.83% |
$9.76K - $10.6K
|
42K
$1.29M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-597- 39.88% |
$16.6K - $18K
|
900
$27.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-629- 3.14% |
$17.5K - $19K
|
19.4K
$597K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-701- 1.5% |
$19.5K - $21.1K
|
46K
$1.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-773- 5.04% |
$21.5K - $23.3K
|
14.6K
$448K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-971- 8.08% |
$27K - $29.3K
|
11K
$340K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.01K- 6.71% |
$28.1K - $30.5K
|
14.1K
$432K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.05K- 9.62% |
$29.2K - $31.6K
|
9.86K
$303K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.06K- 4.59% |
$29.5K - $32K
|
22K
$678K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.07K- 1.17% |
$29.8K - $32.3K
|
90.6K
$2.79M
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.1K- 3.73% |
$30.5K - $33.1K
|
28.3K
$871K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-1.18K- 11.88% |
$32.7K - $35.4K
|
8.72K
$268K
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.19K- 4.96% |
$33K - $35.7K
|
22.7K
$699K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-1.33K- 36.39% |
$36.9K - $40K
|
2.32K
$71.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.46K- 1.86% |
$40.6K - $44K
|
77K
$2.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.56K- 1.8% |
$43.5K - $47.1K
|
85.5K
$2.63M
|
|
|
Jul 23, 2024
Q2 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.63K- 0.22% |
$45.3K - $49.1K
|
727K
$22.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.81K- 0.93% |
$50.2K - $54.4K
|
193K
$5.93M
|
|
|
Jul 31, 2024
Q2 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-2.24K- 6.36% |
$62.4K - $67.6K
|
33K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.28K- 1.87% |
$63.4K - $68.6K
|
119K
$3.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.57K- 23.35% |
$71.4K - $77.3K
|
8.43K
$259K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.69K- 7.85% |
$74.7K - $81K
|
31.6K
$970K
|
|
|
Aug 05, 2024
Q2 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-2.7K- 8.17% |
$74.9K - $81.2K
|
30.3K
$931K
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-3.12K- 16.55% |
$86.6K - $93.9K
|
15.7K
$483K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.5K- 1.86% |
$97.4K - $106K
|
185K
$5.69M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.44K- 38.54% |
$179K - $194K
|
10.3K
$316K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-7.09K- 48.41% |
$197K - $214K
|
7.56K
$232K
|
|
|
Aug 07, 2024
Q2 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-7.28K- 28.3% |
$202K - $219K
|
18.4K
$567K
|
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-8.75K- 35.16% |
$243K - $264K
|
16.1K
$496K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.9K- 47.2% |
$358K - $388K
|
14.4K
$443K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.9K- 47.2% |
$358K - $388K
|
14.4K
$443K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.7K- 4.82% |
$380K - $412K
|
270K
$8.3M
|