Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr Dimensional (DFSV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.97MNew |
$83.9M - $94.1M
|
2.97M
$92.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.93M+ 41.46% |
$54.4M - $61M
|
6.57M
$204M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.65M+ 159.23% |
$46.8M - $52.5M
|
2.69M
$83.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
686K+ 25.02% |
$19.4M - $21.8M
|
3.43M
$107M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
502K+ 49.63% |
$14.2M - $15.9M
|
1.51M
$47.1M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
451K+ 87.7% |
$12.8M - $14.3M
|
966K
$30M
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
353KNew |
$9.97M - $11.2M
|
353K
$11M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
338K+ 42.4% |
$9.54M - $10.7M
|
1.13M
$35.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
316KNew |
$8.92M - $10M
|
316K
$9.81M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
295K+ 6.01% |
$8.34M - $9.35M
|
5.2M
$162M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
290K+ 40.9% |
$8.18M - $9.18M
|
998K
$31M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
217K+ 9.24% |
$6.13M - $6.88M
|
2.57M
$79.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
206K+ 17.96% |
$5.81M - $6.52M
|
1.35M
$42M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
193K+ 11.91% |
$5.44M - $6.1M
|
1.81M
$56.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
187K+ 92.29% |
$5.27M - $5.92M
|
389K
$12.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
158KNew |
$4.45M - $5M
|
158K
$4.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
155K+ 25.87% |
$4.39M - $4.93M
|
757K
$23.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
152KNew |
$4.29M - $4.81M
|
152K
$4.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
151K+ 18.25% |
$4.27M - $4.79M
|
979K
$30.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
138K+ 26.34% |
$3.9M - $4.38M
|
663K
$20.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
136K+ 31.66% |
$3.83M - $4.3M
|
564K
$17.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
134K+ 62.73% |
$3.78M - $4.24M
|
347K
$10.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
108K+ 31.19% |
$3.06M - $3.43M
|
455K
$14.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
107K+ 27.66% |
$3.02M - $3.38M
|
493K
$15.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
105K+ 21.98% |
$2.95M - $3.32M
|
580K
$18M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
98.1K+ 10.47% |
$2.77M - $3.11M
|
1.04M
$32.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
93.3K+ 16.79% |
$2.64M - $2.96M
|
649K
$20.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
89.6K+ 13.45% |
$2.53M - $2.84M
|
756K
$23.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
84.2K+ 5.36% |
$2.38M - $2.67M
|
1.65M
$51.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
75.8KNew |
$2.14M - $2.4M
|
75.8K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
75.3K+ 14.36% |
$2.13M - $2.39M
|
600K
$18.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
71.2K+ 3.63% |
$2.01M - $2.26M
|
2.03M
$63.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
70.8K+ 9.62% |
$2M - $2.24M
|
806K
$25.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
68.2KNew |
$1.93M - $2.16M
|
68.2K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
66.3K+ 88.4% |
$1.87M - $2.1M
|
141K
$4.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
65K+ 7.22% |
$1.84M - $2.06M
|
965K
$30M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
61K+ 20.97% |
$1.72M - $1.93M
|
352K
$10.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
60.6K+ 103.51% |
$1.71M - $1.92M
|
119K
$3.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
57.6K+ 9.62% |
$1.63M - $1.83M
|
657K
$20.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
57K+ 8.59% |
$1.61M - $1.81M
|
721K
$22.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
53.7K+ 555.72% |
$1.52M - $1.7M
|
63.4K
$1.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
51.5K+ 46.48% |
$1.45M - $1.63M
|
162K
$5.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
50.8K+ 9.44% |
$1.44M - $1.61M
|
589K
$18.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
49.7K+ 4.29% |
$1.4M - $1.58M
|
1.21M
$37.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
48K+ 6.18% |
$1.36M - $1.52M
|
825K
$25.7M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
47.4K+ 18.34% |
$1.34M - $1.5M
|
306K
$9.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
BUY
|
- |
46.6K+ 7.58% |
$1.32M - $1.48M
|
662K
$20.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
44.1K+ 31.15% |
$1.25M - $1.4M
|
186K
$5.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
43K+ 15.74% |
$1.21M - $1.36M
|
316K
$9.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
38.9K+ 6.31% |
$1.1M - $1.23M
|
656K
$20.4M
|