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
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
13.2K+ 4.7% |
$398K - $446K
|
293K
$9.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
12.6KNew |
$382K - $428K
|
12.6K
$393K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
11.1K+ 4.16% |
$336K - $377K
|
279K
$8.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
10.8K+ 27.76% |
$325K - $365K
|
49.6K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
10.7K+ 4.13% |
$323K - $362K
|
269K
$8.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
10.4K+ 8.76% |
$315K - $353K
|
129K
$4.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
10.4K+ 14.62% |
$313K - $351K
|
81.3K
$2.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
10.3KNew |
$312K - $350K
|
10.3K
$322K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
10.3K+ 17.43% |
$310K - $348K
|
69.3K
$2.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
9.55K+ 4.89% |
$288K - $323K
|
205K
$6.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
9.52KNew |
$287K - $322K
|
9.52K
$296K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.23K+ 12.35% |
$278K - $312K
|
83.9K
$2.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
9.14KNew |
$276K - $310K
|
9.14K
$284K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
8.73KNew |
$264K - $296K
|
8.73K
$272K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
8.58K+ 12.56% |
$259K - $290K
|
76.9K
$2.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
8.54KNew |
$258K - $289K
|
8.54K
$266K
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
8.54KNew |
$258K - $289K
|
8.54K
$266K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.94K+ 1.37% |
$239K - $269K
|
588K
$18.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
7.77KNew |
$235K - $263K
|
7.77K
$242K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
7.77KNew |
$234K - $263K
|
7.77K
$242K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
7.67KNew |
$232K - $260K
|
7.67K
$239K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
7.49K+ 4.04% |
$226K - $254K
|
193K
$6.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.26KNew |
$219K - $246K
|
7.26K
$226K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.21KNew |
$218K - $244K
|
7.21K
$224K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
7.05K+ 4.99% |
$213K - $239K
|
148K
$4.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
6.85K+ 5.96% |
$207K - $232K
|
122K
$3.79M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
6.83KNew |
$206K - $231K
|
6.83K
$212K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.71KNew |
$202K - $227K
|
6.71K
$209K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6.59K+ 4.06% |
$199K - $223K
|
169K
$5.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
6.17K+ 71.89% |
$186K - $209K
|
14.8K
$459K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
6.17K+ 0.74% |
$186K - $209K
|
839K
$26.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6.1K+ 39.65% |
$184K - $207K
|
21.5K
$668K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
5.77KNew |
$174K - $195K
|
5.77K
$179K
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
5.38K+ 30.09% |
$162K - $182K
|
23.3K
$723K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
5.33K+ 6.24% |
$161K - $180K
|
90.7K
$2.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
5.33K+ 10.61% |
$161K - $180K
|
55.5K
$1.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
5.11K+ 9.21% |
$154K - $173K
|
60.6K
$1.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
5.06KNew |
$153K - $171K
|
5.06K
$157K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.05K+ 14.42% |
$152K - $171K
|
40K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4.63K+ 4.35% |
$140K - $157K
|
111K
$3.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4.55KNew |
$137K - $154K
|
4.55K
$142K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4.54K+ 6.07% |
$137K - $154K
|
79.3K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.18K+ 32.4% |
$126K - $142K
|
17.1K
$531K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
4.02K+ 11.82% |
$121K - $136K
|
38K
$1.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
3.95K+ 25.05% |
$119K - $134K
|
19.7K
$613K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3.62K+ 15.18% |
$109K - $123K
|
27.5K
$855K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3.4K+ 5.84% |
$103K - $115K
|
61.6K
$1.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.39K+ 25.34% |
$102K - $115K
|
16.8K
$521K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.31K+ 102.73% |
$100K - $112K
|
6.54K
$203K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.25K+ 14.52% |
$98.1K - $110K
|
25.6K
$797K
|