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 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.48M+ 22.58% |
$44.8M - $50.2M
|
8.05M
$250M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.2M+ 40.57% |
$36.4M - $40.8M
|
4.17M
$130M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.2MNew |
$36.3M - $40.8M
|
1.2M
$37.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
991K+ 6397.87% |
$29.9M - $33.6M
|
1.01M
$31.3M
|
|
|
Feb 10, 2025
Q4 2024
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
708KNew |
$21.4M - $24M
|
708K
$22M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
545K+ 15.9% |
$16.5M - $18.5M
|
3.98M
$124M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
356KNew |
$10.7M - $12.1M
|
356K
$11.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
341K+ 30.05% |
$10.3M - $11.5M
|
1.47M
$45.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
332KNew |
$10M - $11.3M
|
332K
$10.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
317K+ 12.36% |
$9.57M - $10.7M
|
2.88M
$89.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
308K+ 20.36% |
$9.3M - $10.4M
|
1.82M
$56.7M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
274KNew |
$8.28M - $9.29M
|
274K
$8.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
236K+ 4.53% |
$7.12M - $7.99M
|
5.44M
$169M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
227KNew |
$6.84M - $7.67M
|
227K
$7.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
188K+ 18.19% |
$5.69M - $6.38M
|
1.22M
$38.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
178KNew |
$5.38M - $6.04M
|
178K
$5.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
169KNew |
$5.11M - $5.74M
|
169K
$5.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
163K+ 46.25% |
$4.93M - $5.53M
|
516K
$16.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
154KNew |
$4.64M - $5.21M
|
154K
$4.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
129KNew |
$3.89M - $4.37M
|
129K
$4.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
127K+ 19.1% |
$3.82M - $4.29M
|
789K
$24.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
123KNew |
$3.7M - $4.15M
|
123K
$3.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
115KNew |
$3.46M - $3.88M
|
115K
$3.56M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
112KNew |
$3.37M - $3.79M
|
112K
$3.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
109K+ 105.89% |
$3.3M - $3.71M
|
213K
$6.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
98.9K+ 10.11% |
$2.99M - $3.35M
|
1.08M
$33.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
94.1KNew |
$2.84M - $3.19M
|
94.1K
$2.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
89.4K+ 37.36% |
$2.7M - $3.03M
|
329K
$10.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
87.2KNew |
$2.63M - $2.96M
|
87.2K
$2.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
83.8K+ 43.22% |
$2.53M - $2.84M
|
278K
$8.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
82.3K+ 4.55% |
$2.48M - $2.79M
|
1.89M
$58.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
80.1K+ 9.93% |
$2.42M - $2.71M
|
886K
$27.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
78.6K+ 3.87% |
$2.37M - $2.66M
|
2.11M
$65.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
74.7K+ 12.68% |
$2.25M - $2.53M
|
664K
$20.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
74.1KNew |
$2.24M - $2.51M
|
74.1K
$2.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
73.6K+ 82.84% |
$2.22M - $2.49M
|
162K
$5.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
72.5K+ 7.52% |
$2.19M - $2.46M
|
1.04M
$32.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
72KNew |
$2.17M - $2.44M
|
72K
$2.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
67.7K+ 401.97% |
$2.04M - $2.29M
|
84.6K
$2.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
65.5KNew |
$1.98M - $2.22M
|
65.5K
$2.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
60.7K+ 7.33% |
$1.83M - $2.06M
|
889K
$27.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
57.2KNew |
$1.73M - $1.94M
|
57.2K
$1.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
56KNew |
$1.69M - $1.9M
|
56K
$1.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
54.8K+ 17.35% |
$1.66M - $1.86M
|
371K
$11.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
50.1K+ 250.6% |
$1.51M - $1.7M
|
70.1K
$2.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
49.3KNew |
$1.49M - $1.67M
|
49.3K
$1.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
47.5KNew |
$1.43M - $1.61M
|
47.5K
$1.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
45.3K+ 6.28% |
$1.37M - $1.53M
|
766K
$23.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
43KNew |
$1.3M - $1.46M
|
43K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
41.9K+ 627.49% |
$1.26M - $1.42M
|
48.6K
$1.51M
|