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 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
54.8K+ 17.35% |
$1.66M - $1.86M
|
371K
$11.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
50.1K+ 250.6% |
$1.51M - $1.7M
|
70.1K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
49.3KNew |
$1.49M - $1.67M
|
49.3K
$1.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
47.5KNew |
$1.43M - $1.61M
|
47.5K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
47K+ 4.86% |
$1.42M - $1.59M
|
1.01M
$31.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
45.3K+ 6.28% |
$1.37M - $1.53M
|
766K
$24M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
43KNew |
$1.3M - $1.46M
|
43K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
42.8KNew |
$1.29M - $1.45M
|
42.8K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
42.4K+ 55.9% |
$1.28M - $1.44M
|
118K
$3.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
42.3KNew |
$1.28M - $1.43M
|
42.3K
$1.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
41.9K+ 627.49% |
$1.26M - $1.42M
|
48.6K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
41.6K+ 18.05% |
$1.26M - $1.41M
|
272K
$8.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
41.1KNew |
$1.24M - $1.39M
|
41.1K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
40.2K+ 13.15% |
$1.21M - $1.36M
|
346K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
39.3K+ 6.0% |
$1.19M - $1.33M
|
695K
$21.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
39.3K+ 18.91% |
$1.19M - $1.33M
|
247K
$7.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36.5K+ 10.52% |
$1.1M - $1.24M
|
383K
$12M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
36.5KNew |
$1.1M - $1.24M
|
36.5K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
35.4KNew |
$1.07M - $1.2M
|
35.4K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
33.9KNew |
$1.02M - $1.15M
|
33.9K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.5K+ 3.36% |
$1.01M - $1.14M
|
1.03M
$32.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
32.9KNew |
$994K - $1.12M
|
32.9K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
32.6K+ 9.26% |
$983K - $1.1M
|
385K
$12.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
32.2KNew |
$972K - $1.09M
|
32.2K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
32KNew |
$966K - $1.08M
|
32K
$1M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
31.3K+ 32.56% |
$946K - $1.06M
|
128K
$4M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
30K+ 4.62% |
$906K - $1.02M
|
679K
$21.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
30K+ 37.18% |
$905K - $1.02M
|
111K
$3.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
29.6K+ 3.91% |
$892K - $1M
|
785K
$24.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
28.1K+ 6.97% |
$848K - $951K
|
431K
$13.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
26.4K+ 37.65% |
$796K - $894K
|
96.5K
$3.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
26.4K+ 7.43% |
$796K - $893K
|
381K
$12M
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
26.4KNew |
$796K - $893K
|
26.4K
$827K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
25.3K+ 39.85% |
$763K - $856K
|
88.7K
$2.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
25.2K+ 5.98% |
$761K - $854K
|
447K
$14M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
24.9K+ 7.02% |
$750K - $842K
|
379K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
24.8K+ 5.09% |
$748K - $839K
|
512K
$16.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
22.7K+ 262.14% |
$685K - $769K
|
31.4K
$984K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
21.5K+ 173.54% |
$648K - $727K
|
33.8K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
21.4K+ 22.95% |
$646K - $725K
|
115K
$3.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
21KNew |
$635K - $712K
|
21K
$660K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
20.9K+ 15.25% |
$630K - $707K
|
158K
$4.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
20.7KNew |
$624K - $700K
|
20.7K
$648K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
20.5KNew |
$618K - $693K
|
20.5K
$642K
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
20.1K+ 2.78% |
$606K - $680K
|
741K
$23.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
19.5KNew |
$589K - $661K
|
19.5K
$613K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.4K+ 48.38% |
$587K - $659K
|
59.7K
$1.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
19KNew |
$575K - $645K
|
19K
$598K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
18.9K+ 24.19% |
$570K - $639K
|
96.9K
$3.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
18.9KNew |
$570K - $639K
|
18.9K
$592K
|