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
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
18.5K+ 32.99% |
$559K - $628K
|
74.7K
$2.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
18.3K+ 3.99% |
$553K - $620K
|
478K
$15M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
17.8KNew |
$536K - $602K
|
17.8K
$557K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
17.5K+ 6.3% |
$530K - $594K
|
296K
$9.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
17.5K+ 4.39% |
$528K - $592K
|
416K
$13M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.4K+ 6.12% |
$524K - $588K
|
301K
$9.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
17.3KNew |
$523K - $587K
|
17.3K
$543K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
17K+ 17.35% |
$512K - $575K
|
115K
$3.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
16.6K+ 3.18% |
$502K - $564K
|
539K
$16.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.6K+ 12.21% |
$471K - $529K
|
144K
$4.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.5K+ 1.85% |
$467K - $524K
|
854K
$26.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
15.3KNew |
$461K - $517K
|
15.3K
$479K
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
15.3K+ 1.26% |
$460K - $517K
|
1.22M
$38.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
15.1KNew |
$456K - $511K
|
15.1K
$474K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14.8K+ 3.01% |
$447K - $502K
|
506K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
14.4KNew |
$433K - $486K
|
14.4K
$450K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
14.3KNew |
$431K - $484K
|
14.3K
$448K
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
14.1KNew |
$425K - $477K
|
14.1K
$442K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.7K+ 60.16% |
$413K - $463K
|
36.4K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
13.2K+ 4.7% |
$398K - $446K
|
293K
$9.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
12.6KNew |
$382K - $428K
|
12.6K
$397K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.4KNew |
$373K - $419K
|
12.4K
$388K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12K+ 4.5% |
$363K - $408K
|
279K
$8.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
11.1K+ 4.16% |
$336K - $377K
|
279K
$8.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
10.8K+ 27.76% |
$325K - $365K
|
49.6K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
10.7K+ 4.13% |
$323K - $362K
|
269K
$8.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
10.4K+ 8.76% |
$315K - $353K
|
129K
$4.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
10.4K+ 14.62% |
$313K - $351K
|
81.3K
$2.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
10.3KNew |
$312K - $350K
|
10.3K
$324K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
10.3K+ 17.43% |
$310K - $348K
|
69.3K
$2.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
9.55K+ 4.89% |
$288K - $323K
|
205K
$6.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
9.52KNew |
$287K - $322K
|
9.52K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
9.24KNew |
$279K - $313K
|
9.24K
$290K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.23K+ 12.35% |
$278K - $312K
|
83.9K
$2.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
9.14KNew |
$276K - $310K
|
9.14K
$287K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
8.73KNew |
$264K - $296K
|
8.73K
$274K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
8.58K+ 12.56% |
$259K - $290K
|
76.9K
$2.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
8.54KNew |
$258K - $289K
|
8.54K
$268K
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
8.54KNew |
$258K - $289K
|
8.54K
$268K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.94K+ 1.37% |
$239K - $269K
|
588K
$18.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
7.77KNew |
$235K - $263K
|
7.77K
$244K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
7.77KNew |
$234K - $263K
|
7.77K
$244K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
7.67KNew |
$232K - $260K
|
7.67K
$241K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
7.49K+ 4.04% |
$226K - $254K
|
193K
$6.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.26KNew |
$219K - $246K
|
7.26K
$228K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.21KNew |
$218K - $244K
|
7.21K
$226K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
7.05K+ 4.99% |
$213K - $239K
|
148K
$4.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
7.01KNew |
$212K - $237K
|
7.01K
$220K
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
6.85K+ 5.96% |
$207K - $232K
|
122K
$3.82M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
6.83KNew |
$206K - $231K
|
6.83K
$214K
|