Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr Dimensional (DFSV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
65.5KNew |
$1.98M - $2.22M
|
65.5K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
63.6KNew |
$1.92M - $2.15M
|
63.6K
$1.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
60.7K+ 7.33% |
$1.83M - $2.06M
|
889K
$27.4M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
60.2K+ 493.15% |
$1.82M - $2.04M
|
72.5K
$2.24M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
59.7KNew |
$1.8M - $2.02M
|
59.7K
$1.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
57.2KNew |
$1.73M - $1.94M
|
57.2K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
56.4K+ 3.41% |
$1.7M - $1.91M
|
1.71M
$52.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
56KNew |
$1.69M - $1.9M
|
56K
$1.73M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
55.9KNew |
$1.69M - $1.89M
|
55.9K
$1.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
54.8K+ 17.35% |
$1.66M - $1.86M
|
371K
$11.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
53.1K+ 73.49% |
$1.6M - $1.8M
|
125K
$3.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
50.1K+ 250.6% |
$1.51M - $1.7M
|
70.1K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
49.3KNew |
$1.49M - $1.67M
|
49.3K
$1.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
47.5KNew |
$1.43M - $1.61M
|
47.5K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
47K+ 4.86% |
$1.42M - $1.59M
|
1.01M
$31.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
45.3K+ 6.28% |
$1.37M - $1.53M
|
766K
$23.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
43KNew |
$1.3M - $1.46M
|
43K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
42.8KNew |
$1.29M - $1.45M
|
42.8K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
42.4K+ 55.9% |
$1.28M - $1.44M
|
118K
$3.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
42.3KNew |
$1.28M - $1.43M
|
42.3K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
41.9K+ 627.49% |
$1.26M - $1.42M
|
48.6K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
41.6K+ 18.05% |
$1.26M - $1.41M
|
272K
$8.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
41.1KNew |
$1.24M - $1.39M
|
41.1K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
40.2K+ 13.15% |
$1.21M - $1.36M
|
346K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
39.8K+ 4.82% |
$1.2M - $1.35M
|
865K
$26.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
39.3K+ 6.0% |
$1.19M - $1.33M
|
695K
$21.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
39.3K+ 18.91% |
$1.19M - $1.33M
|
247K
$7.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36.5K+ 10.52% |
$1.1M - $1.24M
|
383K
$11.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
36.5KNew |
$1.1M - $1.24M
|
36.5K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
35.4KNew |
$1.07M - $1.2M
|
35.4K
$1.09M
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
34.3KNew |
$1.04M - $1.16M
|
34.3K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
33.9KNew |
$1.02M - $1.15M
|
33.9K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.5K+ 3.36% |
$1.01M - $1.14M
|
1.03M
$31.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
32.9KNew |
$994K - $1.12M
|
32.9K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
32.6K+ 9.26% |
$983K - $1.1M
|
385K
$11.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
32.2KNew |
$972K - $1.09M
|
32.2K
$993K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
32KNew |
$966K - $1.08M
|
32K
$988K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
31.3K+ 32.56% |
$946K - $1.06M
|
128K
$3.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
30K+ 4.62% |
$906K - $1.02M
|
679K
$21M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
30K+ 37.18% |
$905K - $1.02M
|
111K
$3.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
29.6K+ 3.91% |
$892K - $1M
|
785K
$24.2M
|
|
|
Apr 11, 2025
Q4 2024
|
Clg LLC
Long Beach, CA |
BUY
|
- |
28.7KNew |
$867K - $974K
|
28.7K
$887K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
28.1K+ 6.97% |
$848K - $951K
|
431K
$13.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
26.4K+ 37.65% |
$796K - $894K
|
96.5K
$2.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
26.4K+ 7.43% |
$796K - $893K
|
381K
$11.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
26.4KNew |
$796K - $893K
|
26.4K
$814K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
25.3K+ 39.85% |
$763K - $856K
|
88.7K
$2.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
25.2K+ 5.98% |
$761K - $854K
|
447K
$13.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
24.9K+ 7.02% |
$750K - $842K
|
379K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
24.8K+ 5.09% |
$748K - $839K
|
512K
$15.8M
|