Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr Dimensional (DFSV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSV) during Q4 2023. 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 31, 2024
Q4 2023
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
66.6KNew |
$1.57M - $1.97M
|
66.6K
$2.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
65.1K+ 12.92% |
$1.54M - $1.92M
|
569K
$18M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
64.1K+ 48.33% |
$1.51M - $1.89M
|
197K
$6.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
63.6KNew |
$1.5M - $1.88M
|
63.6K
$2.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
62.9K+ 18.02% |
$1.48M - $1.86M
|
412K
$13M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
62.2K+ 14.41% |
$1.47M - $1.84M
|
493K
$15.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
60.7KNew |
$1.43M - $1.79M
|
60.7K
$1.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
59.1K+ 3.24% |
$1.39M - $1.74M
|
1.88M
$59.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
57.9K+ 8.94% |
$1.37M - $1.71M
|
705K
$22.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
53KNew |
$1.25M - $1.57M
|
53K
$1.67M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
52.2K+ 115.07% |
$1.23M - $1.54M
|
97.6K
$3.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
49.6K+ 22.09% |
$1.17M - $1.47M
|
274K
$8.66M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
47.6K+ 10.1% |
$1.12M - $1.41M
|
519K
$16.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
42.4KNew |
$1M - $1.25M
|
42.4K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
42K+ 24.38% |
$992K - $1.24M
|
214K
$6.77M
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
41.4K+ 76.64% |
$976K - $1.22M
|
95.3K
$3.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
41.2K+ 22.87% |
$973K - $1.22M
|
221K
$6.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
40.5K+ 8.19% |
$956K - $1.2M
|
535K
$16.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
40.4K+ 5.86% |
$954K - $1.19M
|
729K
$23M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
39.7K+ 72.1% |
$937K - $1.17M
|
94.7K
$2.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
39.1KNew |
$922K - $1.15M
|
39.1K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
39KNew |
$921K - $1.15M
|
39K
$1.23M
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
34.3K+ 115.04% |
$809K - $1.01M
|
64K
$2.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
33.7K+ 4.43% |
$797K - $996K
|
796K
$25.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.2K+ 48.67% |
$713K - $891K
|
92.2K
$2.91M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
30.1K+ 38.08% |
$710K - $889K
|
109K
$3.45M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
29.7KNew |
$702K - $878K
|
29.7K
$939K
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
29.5K+ 19.48% |
$697K - $872K
|
181K
$5.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.2K+ 53.09% |
$689K - $861K
|
84.1K
$2.66M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
28.7KNew |
$678K - $848K
|
28.7K
$906K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
27.1K+ 244.14% |
$639K - $799K
|
38.2K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
26.4KNew |
$622K - $779K
|
26.4K
$833K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.3K+ 7.84% |
$622K - $778K
|
362K
$11.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
BUY
|
- |
25.2KNew |
$595K - $744K
|
25.2K
$796K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
22.7K+ 59.98% |
$536K - $670K
|
60.5K
$1.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
22.6K+ 8.81% |
$535K - $669K
|
280K
$8.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
22.2K+ 3.59% |
$524K - $656K
|
641K
$20.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
21.2K+ 10.69% |
$500K - $625K
|
219K
$6.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
19.5K+ 108.81% |
$460K - $576K
|
37.4K
$1.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
19.4KNew |
$458K - $573K
|
19.4K
$613K
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
19.1K+ 7.1% |
$451K - $564K
|
288K
$9.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
18.7K+ 5.98% |
$441K - $552K
|
331K
$10.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
17.7KNew |
$419K - $524K
|
17.7K
$560K
|
|
|
Feb 02, 2024
Q4 2023
|
Retirement Solution Inc.
|
BUY
|
- |
17.1K+ 2.77% |
$403K - $504K
|
634K
$20M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.7K+ 12.03% |
$393K - $492K
|
155K
$4.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.3K+ 72.64% |
$384K - $480K
|
38.7K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.2KNew |
$383K - $479K
|
16.2K
$513K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
15.7K+ 194.26% |
$371K - $464K
|
23.8K
$752K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.7K+ 74.01% |
$347K - $434K
|
34.6K
$1.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
14.6KNew |
$346K - $432K
|
14.6K
$462K
|