Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr Dimensional (DFSV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.84K+ 12.76% |
$78.9K - $85.4K
|
25.1K
$799K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.79K+ 23.5% |
$77.6K - $84K
|
14.7K
$467K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
2.64K+ 3.33% |
$73.5K - $79.6K
|
82.1K
$2.62M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.48K+ 9.49% |
$68.9K - $74.6K
|
28.6K
$911K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
2.25K+ 26.84% |
$62.5K - $67.7K
|
10.6K
$338K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.21K+ 16.15% |
$61.5K - $66.6K
|
15.9K
$507K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.99K+ 3.52% |
$55.4K - $60K
|
58.5K
$1.87M
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.92K+ 5.19% |
$53.5K - $57.9K
|
39K
$1.24M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.92K+ 11.45% |
$53.3K - $57.8K
|
18.7K
$595K
|
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.9K+ 12.54% |
$52.8K - $57.2K
|
17.1K
$544K
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.83K+ 18.66% |
$50.9K - $55.1K
|
11.6K
$371K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.83K+ 18.0% |
$50.9K - $55.1K
|
12K
$382K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.8K+ 1.04% |
$49.9K - $54.1K
|
174K
$5.54M
|
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.78K+ 14.96% |
$49.6K - $53.8K
|
13.7K
$437K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.74K+ 2.97% |
$48.3K - $52.3K
|
60.2K
$1.92M
|
|
|
Jul 25, 2024
Q2 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.66K+ 1.49% |
$46.2K - $50.1K
|
114K
$3.62M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.53K+ 3.42% |
$42.4K - $46K
|
46.2K
$1.47M
|
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.5K+ 16.56% |
$41.8K - $45.3K
|
10.6K
$337K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1K+ 44.92% |
$27.8K - $30.1K
|
3.23K
$103K
|
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
995+ 7.44% |
$27.7K - $30K
|
14.4K
$458K
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
954+ 13.18% |
$26.5K - $28.7K
|
8.19K
$261K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
912New |
$25.4K - $27.5K
|
912
$29.1K
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Planning LLC
|
BUY
|
- |
873+ 2.89% |
$24.3K - $26.3K
|
31.1K
$990K
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
870+ 9.39% |
$24.2K - $26.2K
|
10.1K
$323K
|
|
|
Aug 13, 2024
Q2 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
727+ 4.56% |
$20.2K - $21.9K
|
16.7K
$532K
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
690+ 0.74% |
$19.2K - $20.8K
|
93.9K
$2.99M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
580+ 8.05% |
$16.1K - $17.5K
|
7.79K
$248K
|
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
568+ 2.56% |
$15.8K - $17.1K
|
22.8K
$726K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
436New |
$12.1K - $13.1K
|
436
$13.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
385New |
$10.7K - $11.6K
|
385
$12.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
351+ 0.4% |
$9.76K - $10.6K
|
88.9K
$2.84M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
337+ 32.19% |
$9.37K - $10.2K
|
1.38K
$44.1K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
314+ 0.26% |
$8.73K - $9.46K
|
120K
$3.84M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
252+ 73.04% |
$7.01K - $7.59K
|
597
$19K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
235New |
$6.54K - $7.08K
|
235
$7.49K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
198New |
$5.51K - $5.97K
|
198
$6.31K
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
183+ 0.72% |
$5.09K - $5.51K
|
25.5K
$814K
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
170+ 0.21% |
$4.73K - $5.12K
|
81.5K
$2.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
154+ 1.8% |
$4.28K - $4.64K
|
8.71K
$278K
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
124+ 0.4% |
$3.45K - $3.74K
|
31.1K
$991K
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
BUY
|
- |
104+ 0.14% |
$2.89K - $3.13K
|
74.5K
$2.38M
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
98+ 0.5% |
$2.73K - $2.95K
|
19.7K
$627K
|
|
|
Jul 24, 2024
Q2 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
92+ 0.25% |
$2.56K - $2.77K
|
37.1K
$1.18M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
55New |
$1.53K - $1.66K
|
55
$1.75K
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
55+ 0.4% |
$1.53K - $1.66K
|
13.7K
$436K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
50+ 0.26% |
$1.39K - $1.51K
|
19.3K
$616K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
44+ 0.6% |
$1.22K - $1.33K
|
7.36K
$235K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
42+ 0.53% |
$1.17K - $1.27K
|
7.95K
$254K
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
BUY
|
- |
36+ 62.07% |
$1K - $1.08K
|
94
$3K
|
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
31+ 0.4% |
$862 - $934
|
7.79K
$248K
|