Latest Institutional Purchases of Dimensional ETF Tr Dimensional (DFSB)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DFSB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.46MNew |
N/A
|
1.46M
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
38.9K+ 43.39% |
N/A
|
128K
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
17.1KNew |
N/A
|
17.1K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
16K+ 5.04% |
N/A
|
334K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
7.15K+ 5.29% |
N/A
|
142K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
7.05KNew |
N/A
|
7.05K
$0
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
7.02K+ 8.93% |
N/A
|
85.7K
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
6.46K+ 0.31% |
N/A
|
2.1M
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.68K+ 3.32% |
N/A
|
83.5K
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
1.61K+ 21.74% |
N/A
|
9.03K
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
1.39K+ 7.52% |
N/A
|
19.9K
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
1.33K+ 1.56% |
N/A
|
86.6K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
815New |
N/A
|
815
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
BUY
|
- |
584+ 4.31% |
N/A
|
14.1K
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
321+ 1.37% |
N/A
|
23.7K
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
132+ 2.52% |
N/A
|
5.38K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
126+ 3.04% |
N/A
|
4.26K
$0
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
13+ 0.25% |
N/A
|
5.28K
$0
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
376KNew |
N/A
|
376K
$0
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
176KNew |
N/A
|
176K
$0
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
147KNew |
N/A
|
147K
$0
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
32.4K+ 22.77% |
N/A
|
175K
$0
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
21.2K+ 19.99% |
N/A
|
127K
$0
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
15.2KNew |
N/A
|
15.2K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.4K+ 29.65% |
N/A
|
63.1K
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
14.2K+ 27.54% |
N/A
|
65.9K
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.7KNew |
N/A
|
13.7K
$0
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.2KNew |
N/A
|
13.2K
$0
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
11.7KNew |
N/A
|
11.7K
$0
|
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
8.9K+ 6.49% |
N/A
|
146K
$0
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.23KNew |
N/A
|
7.23K
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.77KNew |
N/A
|
6.77K
$0
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.43K+ 15.73% |
N/A
|
47.3K
$0
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.68K+ 23.37% |
N/A
|
30K
$0
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.96KNew |
N/A
|
4.96K
$0
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
4.78KNew |
N/A
|
4.78K
$0
|
|
|
May 05, 2025
Q1 2025
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
4.72K+ 36.13% |
N/A
|
17.8K
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
4.66KNew |
N/A
|
4.66K
$0
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
4.51KNew |
N/A
|
4.51K
$0
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
4.27KNew |
N/A
|
4.27K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
3.95K+ 79.65% |
N/A
|
8.91K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.91K+ 45.3% |
N/A
|
12.5K
$0
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3.11K+ 6483.33% |
N/A
|
3.16K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.07K+ 35.93% |
N/A
|
7.82K
$0
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.6K+ 6.93% |
N/A
|
24.6K
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
1.57K+ 18.06% |
N/A
|
10.3K
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.52K+ 3.89% |
N/A
|
40.4K
$0
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.27K+ 2.34% |
N/A
|
55.6K
$0
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
725+ 37.05% |
N/A
|
2.68K
$0
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
578+ 1.96% |
N/A
|
30.1K
$0
|
|