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
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-189K- 8.07% |
$5.7M - $6.4M
|
2.15M
$66.4M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-290K- 32.15% |
$8.76M - $9.83M
|
612K
$18.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
SELL
|
- |
-395K- 62.83% |
$11.9M - $13.4M
|
234K
$7.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-584K- 7.12% |
$17.6M - $19.8M
|
7.62M
$235M
|