Institutional shares held 113 Million
600 calls
8.2K puts
Total value of holdings $3.01B
$15K calls
$217K puts
# of Institutions 422


Latest Institutional Activity in DFSV

Top Purchases

Q1 2025
Mather Group, Llc. Shares Held: 5.01M ($133M)
Q1 2025
Rfg Advisory, LLC Shares Held: 480K ($12.8M)
Q1 2025
Ritholtz Wealth Management Shares Held: 2.45M ($65.1M)
Q1 2025
Cwm, LLC Shares Held: 348K ($9.24M)
Q1 2025
Avantax Planning Partners, Inc. Shares Held: 272K ($7.21M)

Top Sells

Q1 2025
Alpha Financial Advisors, LLC Shares Held: 521K ($13.8M)
Q1 2025
Root Financial Partners, LLC Shares Held: 1.3M ($34.5M)
Q1 2025
Better Wealth, LLC Shares Held: 122K ($3.23M)
Q1 2025
Aurelius Family Office LLC Shares Held: 18.1K ($482K)
Q1 2025
Diversified Trust CO Shares Held: 33.2K ($883K)

About DFSV

Track Institutional and Insider Activities on DFSV

Follow DIMENSIONAL ETF TR DIMENSIONAL and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells DFSV shares.

Notify only if

Insider Trading

Get notified when an Dimensional ETF Tr Dimensional insider buys or sells DFSV shares.

Notify only if

News

Receive news related to DIMENSIONAL ETF TR DIMENSIONAL

Track Activities on DFSV