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 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
3.78K+ 156.05% |
$89.2K - $112K
|
6.2K
$191K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
3.22K+ 7.67% |
$76.1K - $95.1K
|
45.2K
$1.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.17K+ 21.35% |
$74.7K - $93.5K
|
18K
$553K
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
2.97K+ 7.28% |
$70K - $87.6K
|
43.7K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
2.94K+ 6.63% |
$69.3K - $86.7K
|
47.2K
$1.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.93KNew |
$69.2K - $86.6K
|
2.93K
$90.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.69K+ 137.56% |
$63.6K - $79.5K
|
4.65K
$143K
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.61K+ 1.13% |
$61.6K - $77.1K
|
234K
$7.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
2.61K+ 20.23% |
$61.6K - $77.1K
|
15.5K
$477K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.57K+ 16.35% |
$60.7K - $75.9K
|
18.3K
$563K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.55K+ 3.07% |
$60.3K - $75.4K
|
85.6K
$2.63M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
2.53K+ 3.5% |
$59.7K - $74.6K
|
74.8K
$2.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.1K+ 10.94% |
$49.6K - $62K
|
21.3K
$655K
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.98K+ 11.9% |
$46.7K - $58.4K
|
18.6K
$572K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.82K+ 0.79% |
$43K - $53.8K
|
233K
$7.18M
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.7K+ 3.88% |
$40.1K - $50.2K
|
45.5K
$1.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.56K+ 1.14% |
$36.9K - $46.2K
|
139K
$4.28M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.47K+ 16.06% |
$34.6K - $43.3K
|
10.6K
$326K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.47K+ 16.06% |
$34.6K - $43.3K
|
10.6K
$326K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
1.32K+ 8.37% |
$31.2K - $39K
|
17.1K
$526K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.24K+ 34.34% |
$29.3K - $36.7K
|
4.86K
$149K
|
|
|
Jan 16, 2024
Q4 2023
|
Shearwater Capital LLC
|
BUY
|
- |
1.1K+ 7.47% |
$26K - $32.5K
|
15.8K
$486K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.09K+ 0.59% |
$25.7K - $32.2K
|
184K
$5.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1K+ 5.24% |
$23.6K - $29.5K
|
20.1K
$618K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
866+ 3.95% |
$20.4K - $25.6K
|
22.8K
$701K
|
|
|
Jan 18, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
734+ 7.14% |
$17.3K - $21.7K
|
11K
$339K
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
604+ 7.17% |
$14.3K - $17.8K
|
9.03K
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
600+ 138.89% |
$14.2K - $17.7K
|
1.03K
$31.7K
|
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
533+ 2.19% |
$12.6K - $15.7K
|
24.8K
$763K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
420+ 0.06% |
$9.92K - $12.4K
|
741K
$22.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
410New |
$9.68K - $12.1K
|
410
$12.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
407+ 3.74% |
$9.61K - $12K
|
11.3K
$347K
|
|
|
Feb 15, 2024
Q4 2023
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
351+ 0.06% |
$8.29K - $10.4K
|
544K
$16.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
203+ 14.17% |
$4.79K - $5.99K
|
1.64K
$50.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
190New |
$4.49K - $5.61K
|
190
$5.84K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
163+ 1.07% |
$3.85K - $4.81K
|
15.5K
$475K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
122+ 0.4% |
$2.88K - $3.6K
|
30.9K
$950K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
120+ 32.0% |
$2.83K - $3.54K
|
495
$15.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
100+ 0.71% |
$2.36K - $2.95K
|
14.1K
$434K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
80+ 0.4% |
$1.89K - $2.36K
|
20K
$614K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
80+ 0.58% |
$1.89K - $2.36K
|
13.9K
$428K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
71+ 9.13% |
$1.68K - $2.1K
|
849
$26.1K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
54New |
$1.27K - $1.59K
|
54
$1.66K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
47+ 0.39% |
$1.11K - $1.39K
|
12K
$369K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
46+ 0.39% |
$1.09K - $1.36K
|
12K
$369K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
12New |
$283 - $354
|
12
$369
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3New |
$70.8 - $88.6
|
3
$92.3
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-10- 0.15% |
$236 - $295
|
6.74K
$207K
|