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 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
226+ 2.25% |
$6.38K - $7.16K
|
10.3K
$316K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
205+ 1.46% |
$5.79K - $6.5K
|
14.3K
$439K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
162+ 2.2% |
$4.58K - $5.14K
|
7.53K
$231K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
151+ 0.2% |
$4.27K - $4.79K
|
74.7K
$2.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
127New |
$3.59K - $4.03K
|
127
$3.91K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
101+ 0.32% |
$2.85K - $3.2K
|
31.2K
$959K
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
100+ 1.22% |
$2.83K - $3.17K
|
8.29K
$255K
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
61+ 0.13% |
$1.72K - $1.93K
|
45.7K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
40+ 0.21% |
$1.13K - $1.27K
|
19.4K
$596K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
36+ 0.04% |
$1.02K - $1.14K
|
89K
$2.74M
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
BUY
|
- |
32+ 34.04% |
$904 - $1.01K
|
126
$3.87K
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
25+ 0.32% |
$706 - $793
|
7.82K
$240K
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
23+ 0.06% |
$650 - $729
|
37.1K
$1.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
20+ 36.36% |
$565 - $634
|
75
$2.31K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
13+ 0.32% |
$367 - $412
|
4.06K
$125K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
8+ 0.07% |
$226 - $254
|
11.1K
$340K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
4+ 0.05% |
$113 - $127
|
7.56K
$232K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3New |
$84.8 - $95.1
|
3
$92.3
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.33% |
$84.8 - $95.1
|
908
$27.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1+ 0.0% |
$28.3 - $31.7
|
25.5K
$785K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.67% |
$28.3 - $31.7
|
150
$4.61K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$28.3 - $31.7
|
16.8K
$518K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-10- 0.06% |
$283 - $317
|
15.5K
$476K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16- 1.83% |
$452 - $507
|
857
$26.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-38- 0.44% |
$1.07K - $1.2K
|
8.69K
$267K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-50- 0.25% |
$1.41K - $1.59K
|
19.6K
$604K
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-56- 0.33% |
$1.58K - $1.78K
|
17.1K
$526K
|
|
|
Oct 18, 2024
Q3 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-74- 0.09% |
$2.09K - $2.35K
|
82.9K
$2.55M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-100- 0.52% |
$2.83K - $3.17K
|
19.3K
$592K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-120- 1.66% |
$3.39K - $3.8K
|
7.1K
$218K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-242- 2.28% |
$6.84K - $7.67K
|
10.4K
$319K
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-364- 2.26% |
$10.3K - $11.5K
|
15.8K
$485K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-462- 0.77% |
$13.1K - $14.6K
|
59.6K
$1.83M
|
|
|
Nov 05, 2024
Q3 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-516- 0.7% |
$14.6K - $16.4K
|
72.9K
$2.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-801- 0.71% |
$22.6K - $25.4K
|
112K
$3.45M
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-809- 5.9% |
$22.9K - $25.6K
|
12.9K
$397K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-898- 2.14% |
$25.4K - $28.5K
|
41.1K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-904- 8.35% |
$25.5K - $28.7K
|
9.92K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.06K- 6.74% |
$29.9K - $33.6K
|
14.6K
$450K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.09K- 0.92% |
$30.9K - $34.6K
|
118K
$3.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.11K- 0.35% |
$31.4K - $35.3K
|
315K
$9.69M
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.14K- 0.8% |
$32.1K - $36.1K
|
142K
$4.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.19K- 0.48% |
$33.7K - $37.8K
|
249K
$7.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.19K- 8.19% |
$33.7K - $37.8K
|
13.4K
$411K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-1.31K- 1.39% |
$37K - $41.5K
|
92.6K
$2.85M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.34K- 4.18% |
$37.9K - $42.5K
|
30.7K
$946K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.34K- 1.49% |
$37.9K - $42.5K
|
88.8K
$2.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.37K- 9.6% |
$38.6K - $43.3K
|
12.9K
$396K
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-1.55K- 15.33% |
$43.9K - $49.3K
|
8.59K
$264K
|