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 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-64- 2.82% |
$1.51K - $1.89K
|
2.2K
$67.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-70- 0.4% |
$1.65K - $2.07K
|
17.6K
$540K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-443- 8.26% |
$10.5K - $13.1K
|
4.92K
$151K
|
|
|
Feb 12, 2024
Q4 2023
|
Schubert & CO
|
SELL
|
- |
-460- 1.18% |
$10.9K - $13.6K
|
38.4K
$1.18M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-523- 1.2% |
$12.3K - $15.4K
|
42.9K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-529- 0.91% |
$12.5K - $15.6K
|
57.4K
$1.77M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-601- 27.04% |
$14.2K - $17.7K
|
1.62K
$49.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-653- 0.64% |
$15.4K - $19.3K
|
101K
$3.1M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-693- 73.18% |
$16.4K - $20.5K
|
254
$7.81K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-768- 3.84% |
$18.1K - $22.7K
|
19.2K
$592K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-786- 7.04% |
$18.6K - $23.2K
|
10.4K
$319K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-846- 0.44% |
$20K - $25K
|
193K
$5.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.33K- 2.32% |
$31.3K - $39.1K
|
55.9K
$1.72M
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-1.49K- 3.84% |
$35.2K - $44K
|
37.3K
$1.15M
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.61K- 10.43% |
$38K - $47.6K
|
13.8K
$425K
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-1.81K- 4.69% |
$42.6K - $53.3K
|
36.7K
$1.13M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.11K- 2.71% |
$49.9K - $62.4K
|
75.8K
$2.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
SELL
|
- |
-2.35K- 0.4% |
$55.5K - $69.4K
|
590K
$18.1M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.01K- 91.28% |
$70.9K - $88.7K
|
287
$8.83K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-3.35K- 8.57% |
$79K - $98.8K
|
35.7K
$1.1M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-3.54K- 17.83% |
$83.6K - $105K
|
16.3K
$502K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4.01K- 0.32% |
$94.7K - $118K
|
1.24M
$38M
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-4.04K- 21.44% |
$95.3K - $119K
|
14.8K
$455K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-4.48K- 7.52% |
$106K - $132K
|
55K
$1.69M
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-4.6K- 5.41% |
$109K - $136K
|
80.4K
$2.47M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.54K- 1.28% |
$154K - $193K
|
503K
$15.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-8.15K- 8.11% |
$192K - $241K
|
92.3K
$2.84M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.49K- 2.18% |
$200K - $251K
|
381K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-8.7K- 11.69% |
$205K - $257K
|
65.7K
$2.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.84K- 13.6% |
$209K - $261K
|
56.2K
$1.73M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-9.69K- 27.99% |
$229K - $286K
|
24.9K
$766K
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-10.6K- 2.36% |
$250K - $313K
|
438K
$13.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-12.8K- 23.71% |
$301K - $377K
|
41.1K
$1.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-17.3K- 5.44% |
$409K - $512K
|
301K
$9.26M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-17.9K- 5.61% |
$423K - $529K
|
301K
$9.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-18.5K- 22.82% |
$436K - $546K
|
62.5K
$1.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-22K- 16.42% |
$519K - $650K
|
112K
$3.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-31.9K- 14.1% |
$752K - $941K
|
194K
$5.97M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-33.1K- 4.54% |
$782K - $978K
|
697K
$21.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-33.7K- 4.89% |
$795K - $994K
|
655K
$20.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-40.4K- 85.43% |
$955K - $1.19M
|
6.9K
$212K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-50.3K- 17.72% |
$1.19M - $1.48M
|
233K
$7.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-146K- 31.02% |
$3.44M - $4.31M
|
324K
$9.98M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-252K- 5.46% |
$5.96M - $7.45M
|
4.37M
$134M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-3.37M- 92.51% |
$79.5M - $99.4M
|
273K
$8.39M
|