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 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.13K+ 12.49% |
$88.4K - $99.2K
|
28.2K
$867K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
3.09K+ 0.82% |
$87.3K - $98K
|
382K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.92K+ 1.58% |
$82.5K - $92.6K
|
188K
$5.78M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.9K+ 17.01% |
$81.9K - $91.9K
|
20K
$614K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.88K+ 40.9% |
$81.2K - $91.2K
|
9.91K
$305K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.85K+ 27.93% |
$80.5K - $90.3K
|
13K
$401K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.82K+ 14.52% |
$79.7K - $89.4K
|
22.3K
$684K
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2.69K+ 13.99% |
$76K - $85.3K
|
21.9K
$674K
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.69K+ 16.91% |
$76K - $85.3K
|
18.6K
$572K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.64K+ 4.18% |
$74.4K - $83.5K
|
65.7K
$2.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
2.57K+ 0.92% |
$72.5K - $81.3K
|
280K
$8.62M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.54K+ 8.9% |
$71.8K - $80.6K
|
31.1K
$957K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.53K+ 687.77% |
$71.5K - $80.2K
|
2.9K
$89.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.44K+ 30.22% |
$68.8K - $77.2K
|
10.5K
$323K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.41K+ 9.48% |
$68K - $76.3K
|
27.8K
$855K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
2.28K+ 3.0% |
$64.3K - $72.1K
|
78K
$2.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
2.15K+ 6.93% |
$60.8K - $68.2K
|
33.2K
$1.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
2.01K+ 0.24% |
$56.7K - $63.6K
|
833K
$25.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.92K+ 2.72% |
$54.1K - $60.7K
|
72.3K
$2.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.78K+ 12.38% |
$50.3K - $56.4K
|
16.2K
$497K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.78K+ 18.01% |
$50.2K - $56.3K
|
11.6K
$358K
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.74K+ 0.62% |
$49.2K - $55.2K
|
280K
$8.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1.68K+ 0.66% |
$47.6K - $53.4K
|
257K
$7.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
1.64K+ 2.13% |
$46.3K - $52K
|
78.6K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.53K+ 5.39% |
$43.1K - $48.4K
|
29.8K
$918K
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
1.48K+ 0.58% |
$41.9K - $47K
|
256K
$7.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.48K+ 2.62% |
$41.9K - $47K
|
58K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.41K+ 9.8% |
$39.9K - $44.8K
|
15.8K
$486K
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.35K+ 1.19% |
$38.2K - $42.9K
|
115K
$3.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.25K+ 22.32% |
$35.4K - $39.8K
|
6.87K
$211K
|
|
|
Oct 08, 2024
Q3 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
1.2K+ 7.17% |
$33.8K - $37.9K
|
17.9K
$550K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
1.11K+ 4.87% |
$31.3K - $35.1K
|
23.9K
$734K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.08K+ 0.62% |
$30.5K - $34.3K
|
175K
$5.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.02K+ 11.7% |
$28.8K - $32.3K
|
9.73K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
987+ 1.81% |
$27.9K - $31.3K
|
55.5K
$1.71M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
964+ 1.75% |
$27.2K - $30.6K
|
56.2K
$1.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
BUY
|
- |
937+ 5.78% |
$26.5K - $29.7K
|
17.2K
$528K
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
829+ 2.74% |
$23.4K - $26.3K
|
31.1K
$957K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
603+ 4.11% |
$17K - $19.1K
|
15.3K
$469K
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
580+ 0.28% |
$16.4K - $18.4K
|
208K
$6.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
538+ 1.38% |
$15.2K - $17.1K
|
39.5K
$1.22M
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
522+ 0.2% |
$14.7K - $16.5K
|
264K
$8.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
516New |
$14.6K - $16.4K
|
516
$15.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
405+ 5.2% |
$11.4K - $12.8K
|
8.19K
$252K
|
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
402+ 1.22% |
$11.4K - $12.7K
|
33.4K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
389+ 4.89% |
$11K - $12.3K
|
8.34K
$256K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
372New |
$10.5K - $11.8K
|
372
$11.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
354+ 0.77% |
$10K - $11.2K
|
46.4K
$1.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
352+ 1.6% |
$9.94K - $11.2K
|
22.4K
$689K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
266+ 19.22% |
$7.51K - $8.43K
|
1.65K
$50.7K
|