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 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-5.54K- 3.17% |
$167K - $188K
|
169K
$5.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.96K- 16.96% |
$180K - $202K
|
29.2K
$915K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-6.02K- 0.95% |
$182K - $204K
|
626K
$19.7M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.56K- 1.79% |
$228K - $256K
|
415K
$13M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-7.95K- 4.02% |
$240K - $269K
|
190K
$5.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-8.83K- 5.08% |
$267K - $299K
|
165K
$5.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-8.85K- 28.8% |
$267K - $300K
|
21.9K
$687K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-11.9K- 4.24% |
$358K - $402K
|
268K
$8.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-12.2K- 6.12% |
$368K - $413K
|
187K
$5.86M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-12.8K- 16.24% |
$387K - $435K
|
66.2K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-14.8K- 5.75% |
$445K - $500K
|
242K
$7.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-15.4K- 18.2% |
$464K - $520K
|
69K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.8K- 31.29% |
$478K - $537K
|
34.8K
$1.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-16.1K- 25.45% |
$485K - $544K
|
47.1K
$1.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-16.3K- 1.31% |
$491K - $551K
|
1.23M
$38.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-17.6K- 23.61% |
$532K - $597K
|
57K
$1.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-18.1K- 2.76% |
$546K - $613K
|
639K
$20M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-21.2K- 6.72% |
$639K - $717K
|
294K
$9.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-24.4K- 3.71% |
$737K - $827K
|
634K
$19.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-30.9K- 50.62% |
$931K - $1.04M
|
30.1K
$944K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-42.8K- 27.18% |
$1.29M - $1.45M
|
115K
$3.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-46K- 79.02% |
$1.39M - $1.56M
|
12.2K
$383K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-73.6K- 15.18% |
$2.22M - $2.49M
|
412K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-120K- 93.54% |
$3.62M - $4.06M
|
8.27K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-189K- 8.07% |
$5.7M - $6.4M
|
2.15M
$67.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
SELL
|
- |
-395K- 62.83% |
$11.9M - $13.4M
|
234K
$7.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-584K- 7.12% |
$17.6M - $19.8M
|
7.62M
$239M
|