Purchases and Sales Made in Q2 2025 in Dimensional ETF Tr Dimensional (DFSV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSV) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10.6KNew |
$257K - $313K
|
10.6K
$327K
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
10.5K+ 45.04% |
$254K - $309K
|
33.7K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
8.54KNew |
$207K - $252K
|
8.54K
$263K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.35K+ 49.06% |
$202K - $246K
|
25.4K
$783K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8.35K+ 13.25% |
$202K - $246K
|
71.4K
$2.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
8.13K+ 49.73% |
$197K - $239K
|
24.5K
$755K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
7.76KNew |
$188K - $229K
|
7.76K
$239K
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
7.46K+ 19.45% |
$181K - $220K
|
45.8K
$1.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
7.28KNew |
$176K - $215K
|
7.28K
$225K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
7.18KNew |
$174K - $211K
|
7.18K
$221K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
7.12K+ 21.53% |
$172K - $210K
|
40.2K
$1.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
7.1K+ 7.1% |
$172K - $209K
|
107K
$3.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
6.04K+ 10.43% |
$146K - $178K
|
63.9K
$1.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
4.74K+ 11.83% |
$115K - $140K
|
44.9K
$1.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
4.74K+ 4.66% |
$115K - $140K
|
106K
$3.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
4.48K+ 18.34% |
$108K - $132K
|
28.9K
$892K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
3.63K+ 19.13% |
$87.9K - $107K
|
22.6K
$698K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3.63K+ 14.05% |
$87.8K - $107K
|
29.4K
$908K
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
3.44K+ 2.31% |
$83.4K - $101K
|
152K
$4.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
BUY
|
- |
2.57K+ 14.72% |
$62.2K - $75.7K
|
20K
$618K
|
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
2.52K+ 8.35% |
$61K - $74.3K
|
32.7K
$1.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2.14K+ 7.55% |
$51.8K - $63.1K
|
30.5K
$941K
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
2.08K+ 2.02% |
$50.4K - $61.3K
|
105K
$3.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
1.68K+ 22.54% |
$40.6K - $49.4K
|
9.11K
$281K
|
|
|
Jul 15, 2025
Q2 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
1.58K+ 1.91% |
$38.2K - $46.5K
|
84.4K
$2.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.12K+ 0.82% |
$27.1K - $32.9K
|
137K
$4.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
BUY
|
- |
936+ 6.99% |
$22.7K - $27.6K
|
14.3K
$442K
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
826+ 7.58% |
$20K - $24.3K
|
11.7K
$362K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
540+ 0.59% |
$13.1K - $15.9K
|
92.8K
$2.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
375+ 0.22% |
$9.08K - $11.1K
|
174K
$5.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
95+ 3.17% |
$2.3K - $2.8K
|
3.09K
$95.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
59+ 0.3% |
$1.43K - $1.74K
|
19.5K
$603K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
39+ 0.22% |
$944 - $1.15K
|
18.2K
$561K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
22+ 0.24% |
$533 - $648
|
9.34K
$288K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$48.4 - $58.9
|
20.6K
$636K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2+ 0.38% |
$48.4 - $58.9
|
532
$16.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1+ 100.0% |
$24.2 - $29.5
|
2
$61.7
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-49- 0.49% |
$1.19K - $1.44K
|
9.92K
$306K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-321- 0.9% |
$7.77K - $9.46K
|
35.4K
$1.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-696- 3.18% |
$16.9K - $20.5K
|
21.2K
$654K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-996- 6.21% |
$24.1K - $29.4K
|
15K
$464K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.65K- 9.23% |
$39.9K - $48.6K
|
16.2K
$500K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.82K- 7.85% |
$43.9K - $53.5K
|
21.3K
$658K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-2.51K- 22.29% |
$60.8K - $74K
|
8.75K
$270K
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-3.98K- 0.91% |
$96.4K - $117K
|
436K
$13.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-5.58K- 16.9% |
$135K - $164K
|
27.4K
$846K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-6.73K- 32.21% |
$163K - $198K
|
14.2K
$437K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-7.68K- 39.63% |
$186K - $226K
|
11.7K
$361K
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
SELL
|
- |
-8.84K- 7.27% |
$214K - $260K
|
113K
$3.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-10.6K- 21.18% |
$256K - $312K
|
39.4K
$1.22M
|