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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
3.16K+ 0.88% |
$95.3K - $107K
|
362K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.89K+ 1.17% |
$87.3K - $98K
|
250K
$7.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.88K+ 8.36% |
$86.9K - $97.5K
|
37.3K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.86K+ 13.28% |
$86.2K - $96.7K
|
24.4K
$752K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.81K+ 6.06% |
$84.7K - $95.1K
|
49.2K
$1.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.72K+ 3.21% |
$82.2K - $92.2K
|
87.6K
$2.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2.7KNew |
$81.6K - $91.6K
|
2.7K
$83.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.68K+ 43.98% |
$81K - $90.9K
|
8.78K
$271K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.25K+ 21.43% |
$67.9K - $76.2K
|
12.7K
$393K
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
2.16K+ 5.81% |
$65.2K - $73.1K
|
39.3K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.07K+ 0.28% |
$62.4K - $70.1K
|
738K
$22.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.06K+ 11.76% |
$62.2K - $69.8K
|
19.6K
$605K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.04K+ 7.23% |
$61.5K - $69K
|
30.2K
$933K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.86K+ 12.58% |
$56.1K - $63K
|
16.7K
$514K
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1.82K+ 7.12% |
$54.8K - $61.5K
|
27.3K
$844K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1.76K+ 1.24% |
$53K - $59.5K
|
143K
$4.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1.68KNew |
$50.7K - $56.9K
|
1.68K
$51.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.63K+ 9.81% |
$49.2K - $55.2K
|
18.3K
$563K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.55K+ 18.56% |
$46.7K - $52.4K
|
9.89K
$305K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.54K+ 14.81% |
$46.4K - $52K
|
11.9K
$367K
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.37K+ 7.37% |
$41.4K - $46.4K
|
20K
$616K
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1.37K+ 1.88% |
$41.3K - $46.3K
|
74.3K
$2.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.31K+ 1.93% |
$39.7K - $44.5K
|
69.6K
$2.15M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.29K+ 5.94% |
$39K - $43.7K
|
23K
$710K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.28KNew |
$38.6K - $43.3K
|
1.28K
$39.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.2K+ 3.86% |
$36.2K - $40.6K
|
32.3K
$997K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.19K+ 7.78% |
$35.8K - $40.2K
|
16.4K
$507K
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.06K+ 12.8% |
$32K - $35.9K
|
9.35K
$289K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.05KNew |
$31.7K - $35.5K
|
1.05K
$32.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.01K+ 6.41% |
$30.6K - $34.3K
|
16.8K
$519K
|
|
|
Feb 13, 2025
Q4 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
1K+ 0.89% |
$30.2K - $33.9K
|
113K
$3.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
950New |
$28.7K - $32.2K
|
950
$29.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
925+ 4.64% |
$27.9K - $31.3K
|
20.9K
$644K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
884+ 696.06% |
$26.7K - $29.9K
|
1.01K
$31.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
861+ 5.88% |
$26K - $29.2K
|
15.5K
$479K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
788New |
$23.8K - $26.7K
|
788
$24.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
749+ 4.64% |
$22.6K - $25.4K
|
16.9K
$522K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
719New |
$21.7K - $24.4K
|
719
$22.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
695+ 1.54% |
$21K - $23.5K
|
45.8K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
548+ 0.7% |
$16.5K - $18.6K
|
79.2K
$2.44M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
528New |
$15.9K - $17.9K
|
528
$16.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
519+ 1.8% |
$15.7K - $17.6K
|
29.4K
$907K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
499+ 2.54% |
$15.1K - $16.9K
|
20.1K
$621K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
352New |
$10.6K - $11.9K
|
352
$10.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
307New |
$9.27K - $10.4K
|
307
$9.47K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
305+ 0.48% |
$9.2K - $10.3K
|
63.8K
$1.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
290+ 4.27% |
$8.75K - $9.82K
|
7.08K
$219K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
275+ 98.21% |
$8.3K - $9.31K
|
555
$17.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
269+ 0.79% |
$8.12K - $9.11K
|
34.2K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
266+ 2.79% |
$8.03K - $9.01K
|
9.8K
$302K
|