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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.1K+ 118.22% |
$343K - $385K
|
22.4K
$689K
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
11KNew |
$312K - $350K
|
11K
$339K
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
11K+ 55.0% |
$311K - $349K
|
31K
$953K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.8K+ 4.21% |
$305K - $343K
|
267K
$8.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
10.5K+ 149.4% |
$297K - $333K
|
17.5K
$539K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.1K+ 79.37% |
$284K - $319K
|
22.7K
$699K
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
9.69K+ 2.16% |
$274K - $307K
|
459K
$14.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.53KNew |
$269K - $302K
|
9.53K
$293K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
9.3K+ 58.47% |
$263K - $295K
|
25.2K
$775K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.27KNew |
$262K - $294K
|
9.27K
$285K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
9.23K+ 15.17% |
$261K - $293K
|
70.1K
$2.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
9.02K+ 4.07% |
$255K - $286K
|
230K
$7.09M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.89K+ 1488.61% |
$251K - $282K
|
9.48K
$292K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.66KNew |
$245K - $274K
|
8.66K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
8.65K+ 18.31% |
$244K - $274K
|
55.9K
$1.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
8.56K+ 1.18% |
$242K - $271K
|
736K
$22.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
7.3K+ 2.08% |
$206K - $231K
|
359K
$11M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
7.14K+ 26.16% |
$202K - $226K
|
34.4K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
6.96K+ 57.33% |
$197K - $221K
|
19.1K
$588K
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
6.94K+ 1.34% |
$196K - $220K
|
523K
$16.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
6.91K+ 8.92% |
$195K - $219K
|
84.4K
$2.59M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.79KNew |
$192K - $215K
|
6.79K
$209K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
6.75KNew |
$191K - $214K
|
6.75K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
6.72KNew |
$190K - $213K
|
6.72K
$207K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
6.68KNew |
$189K - $212K
|
6.68K
$205K
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
6.59KNew |
$186K - $209K
|
6.59K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
6.52KNew |
$184K - $207K
|
6.52K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
6.2K+ 18.97% |
$175K - $196K
|
38.8K
$1.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
6.13K+ 17.51% |
$173K - $194K
|
41.1K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6.12K+ 3.17% |
$173K - $194K
|
199K
$6.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
6.11K+ 9.82% |
$172K - $194K
|
68.3K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
6.1KNew |
$172K - $193K
|
6.1K
$188K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.08K+ 10.66% |
$172K - $193K
|
63.2K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
5.64K+ 8.31% |
$159K - $179K
|
73.5K
$2.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.27K+ 11.42% |
$149K - $167K
|
51.5K
$1.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
5.23K+ 18.17% |
$148K - $166K
|
34K
$1.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
5.1K+ 11.31% |
$144K - $162K
|
50.2K
$1.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.02K+ 16.76% |
$142K - $159K
|
35K
$1.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
4.29K+ 10.52% |
$121K - $136K
|
45.1K
$1.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
4.29K+ 5.19% |
$121K - $136K
|
86.9K
$2.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.27KNew |
$121K - $135K
|
4.27K
$131K
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
4.21K+ 7.1% |
$119K - $133K
|
63.5K
$1.95M
|
|
|
Oct 08, 2024
Q3 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
3.8K+ 0.96% |
$107K - $121K
|
398K
$12.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3.75K+ 29.16% |
$106K - $119K
|
16.6K
$511K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3.75K+ 20.82% |
$106K - $119K
|
21.7K
$668K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.73KNew |
$105K - $118K
|
3.73K
$115K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3.39K+ 4.16% |
$95.8K - $108K
|
84.9K
$2.61M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
3.32K+ 5.96% |
$93.7K - $105K
|
59K
$1.81M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.18K+ 17.39% |
$89.7K - $101K
|
21.4K
$659K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.16K+ 27.12% |
$89.1K - $100K
|
14.8K
$455K
|