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 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
253New |
$7.64K - $8.57K
|
253
$7.81K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
251+ 3.06% |
$7.58K - $8.5K
|
8.44K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
200+ 0.22% |
$6.04K - $6.77K
|
89.2K
$2.75M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
189+ 1.99% |
$5.7K - $6.4K
|
9.67K
$299K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
135+ 0.43% |
$4.07K - $4.57K
|
31.3K
$966K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
133+ 2.02% |
$4.01K - $4.5K
|
6.72K
$207K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
122+ 0.13% |
$3.68K - $4.13K
|
92.7K
$2.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
98+ 3.66% |
$2.96K - $3.32K
|
2.77K
$85.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
94+ 0.37% |
$2.84K - $3.18K
|
25.3K
$781K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
75+ 0.96% |
$2.26K - $2.54K
|
7.89K
$244K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
72+ 0.43% |
$2.17K - $2.44K
|
16.9K
$522K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
72+ 0.5% |
$2.17K - $2.44K
|
14.3K
$442K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
66+ 0.13% |
$1.99K - $2.24K
|
51.6K
$1.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
57+ 0.43% |
$1.72K - $1.93K
|
13.2K
$407K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
55+ 0.28% |
$1.66K - $1.86K
|
19.4K
$600K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
54+ 0.18% |
$1.63K - $1.83K
|
29.9K
$923K
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.04% |
$664 - $745
|
55.9K
$1.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
20+ 26.67% |
$604 - $677
|
95
$2.93K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
16+ 0.07% |
$483 - $542
|
23.1K
$714K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
9+ 0.55% |
$272 - $305
|
1.66K
$51.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
6+ 0.07% |
$181 - $203
|
8.48K
$262K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 0.44% |
$121 - $135
|
912
$28.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
4+ 0.05% |
$121 - $135
|
7.35K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-21- 0.07% |
$634 - $711
|
31.8K
$983K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-34- 3.97% |
$1.03K - $1.15K
|
823
$25.4K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-43- 0.33% |
$1.3K - $1.46K
|
12.9K
$397K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-66- 0.34% |
$1.99K - $2.24K
|
19.2K
$592K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-76- 0.15% |
$2.29K - $2.57K
|
51.4K
$1.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-133- 0.4% |
$4.01K - $4.5K
|
33.1K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-137- 0.61% |
$4.13K - $4.64K
|
22.5K
$694K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-158- 3.89% |
$4.77K - $5.35K
|
3.9K
$120K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-245- 2.47% |
$7.39K - $8.3K
|
9.66K
$298K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-259- 2.79% |
$7.82K - $8.77K
|
9.01K
$278K
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-285- 1.49% |
$8.6K - $9.65K
|
18.8K
$581K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-313- 0.07% |
$9.45K - $10.6K
|
470K
$14.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-389- 9.12% |
$11.7K - $13.2K
|
3.88K
$120K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-395- 0.15% |
$11.9K - $13.4K
|
263K
$8.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-398- 1.24% |
$12K - $13.5K
|
31.8K
$982K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-426- 4.38% |
$12.9K - $14.4K
|
9.31K
$287K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-427- 3.86% |
$12.9K - $14.5K
|
10.6K
$328K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-449- 4.36% |
$13.6K - $15.2K
|
9.84K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-477- 0.31% |
$14.4K - $16.2K
|
151K
$4.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-524- 0.9% |
$15.8K - $17.7K
|
57.4K
$1.77M
|
|
|
Feb 26, 2025
Q4 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-656- 0.26% |
$19.8K - $22.2K
|
255K
$7.87M
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-660- 3.85% |
$19.9K - $22.4K
|
16.5K
$509K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-674- 4.0% |
$20.3K - $22.8K
|
16.2K
$499K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-767- 0.25% |
$23.1K - $26K
|
306K
$9.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-769- 1.95% |
$23.2K - $26K
|
38.7K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-906- 7.78% |
$27.3K - $30.7K
|
10.7K
$331K
|