Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr Dimensional (DFSV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSV) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
14.5KNew |
$342K - $427K
|
14.5K
$445K
|
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
14.2KNew |
$334K - $418K
|
14.2K
$435K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
14K+ 103.62% |
$330K - $413K
|
27.5K
$845K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.6K+ 14.69% |
$322K - $403K
|
106K
$3.27M
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
13.4KNew |
$317K - $397K
|
13.4K
$413K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
13K+ 111.01% |
$306K - $383K
|
24.6K
$757K
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
12.9K+ 20.22% |
$304K - $380K
|
76.6K
$2.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
12.7KNew |
$299K - $374K
|
12.7K
$389K
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
12.1K+ 9.35% |
$286K - $358K
|
142K
$4.36M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11.9K+ 40.64% |
$281K - $352K
|
41.2K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
11.6K+ 5.96% |
$273K - $341K
|
205K
$6.32M
|
|
|
Feb 26, 2024
Q4 2023
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
11.5KNew |
$271K - $339K
|
11.5K
$353K
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
11.3KNew |
$268K - $335K
|
11.3K
$349K
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
11.2K+ 30.0% |
$264K - $331K
|
48.5K
$1.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
11.2K+ 32.37% |
$264K - $330K
|
45.7K
$1.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
10.7K+ 4.04% |
$254K - $317K
|
277K
$8.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
10.7KNew |
$253K - $316K
|
10.7K
$329K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
10.2KNew |
$240K - $300K
|
10.2K
$312K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
9.88K+ 74.52% |
$233K - $292K
|
23.1K
$712K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
9.64K+ 9.35% |
$228K - $285K
|
113K
$3.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
9.63K+ 20.0% |
$227K - $284K
|
57.8K
$1.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
9.28K+ 72.89% |
$219K - $274K
|
22K
$677K
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
9.15K+ 24.07% |
$216K - $270K
|
47.2K
$1.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
8.91KNew |
$210K - $263K
|
8.91K
$274K
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
8.46KNew |
$200K - $250K
|
8.46K
$260K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8.38K+ 23.92% |
$198K - $248K
|
43.4K
$1.34M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
8.35KNew |
$197K - $247K
|
8.35K
$257K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
8.32K+ 16.6% |
$197K - $246K
|
58.5K
$1.8M
|
|
|
Aug 20, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
7.93K+ 42.99% |
$187K - $234K
|
26.4K
$811K
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
7.75KNew |
$183K - $229K
|
7.75K
$238K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.37KNew |
$174K - $218K
|
7.37K
$227K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
7.35K+ 55.89% |
$174K - $217K
|
20.5K
$631K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.31KNew |
$173K - $216K
|
7.31K
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
7.3KNew |
$172K - $216K
|
7.3K
$225K
|
|
|
Jan 08, 2024
Q4 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
7.24KNew |
$171K - $214K
|
7.24K
$223K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
7.23KNew |
$171K - $214K
|
7.23K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.2KNew |
$170K - $213K
|
7.2K
$221K
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
6.91KNew |
$163K - $204K
|
6.91K
$212K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.9K+ 1150.17% |
$163K - $204K
|
7.5K
$231K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.79KNew |
$160K - $200K
|
6.79K
$209K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
5.77K+ 3.54% |
$136K - $170K
|
169K
$5.19M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5.76K+ 4.92% |
$136K - $170K
|
123K
$3.78M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
5.7K+ 131.19% |
$135K - $168K
|
10K
$309K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
5.66KNew |
$134K - $167K
|
5.66K
$174K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
5.28K+ 13.27% |
$125K - $156K
|
45K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.24K+ 35.62% |
$124K - $155K
|
19.9K
$613K
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
4.98K+ 59.46% |
$117K - $147K
|
13.3K
$410K
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
4.94K+ 7.12% |
$117K - $146K
|
74.3K
$2.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
4.85K+ 5.4% |
$114K - $143K
|
94.6K
$2.91M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
4.32K+ 9.55% |
$102K - $128K
|
49.5K
$1.52M
|