Latest Institutional Transactions on Dimensional ETF Tr Dimensional (DFSV)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DFSV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
17.9KNew |
$433K - $527K
|
17.9K
$552K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2.14K+ 7.55% |
$51.8K - $63.1K
|
30.5K
$941K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
7.12K+ 21.53% |
$172K - $210K
|
40.2K
$1.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-108K- 45.98% |
$2.62M - $3.19M
|
127K
$3.93M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16.5K- 9.68% |
$398K - $485K
|
154K
$4.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
7.18KNew |
$174K - $211K
|
7.18K
$221K
|
|
|
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 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
25.1K+ 28.22% |
$607K - $738K
|
114K
$3.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
136K+ 72.02% |
$3.3M - $4.02M
|
326K
$10M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$48.4 - $58.9
|
20.6K
$636K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
21.2K+ 109.05% |
$513K - $624K
|
40.6K
$1.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-6.73K- 32.21% |
$163K - $198K
|
14.2K
$437K
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
11.8K+ 10.55% |
$286K - $348K
|
124K
$3.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
10.7KNew |
$259K - $315K
|
10.7K
$330K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
7.76KNew |
$188K - $229K
|
7.76K
$239K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
112K+ 14.23% |
$2.7M - $3.29M
|
896K
$27.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
3.44K+ 2.31% |
$83.4K - $101K
|
152K
$4.7M
|
|
|
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
|
Emprise Bank
Wichita, KS |
BUY
|
- |
64.6KNew |
$1.57M - $1.91M
|
64.6K
$2M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
31.2KNew |
$755K - $919K
|
31.2K
$962K
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
7.28KNew |
$176K - $215K
|
7.28K
$225K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.35K+ 49.06% |
$202K - $246K
|
25.4K
$783K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.12K+ 0.82% |
$27.1K - $32.9K
|
137K
$4.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
45.2K+ 5.74% |
$1.1M - $1.33M
|
833K
$25.7M
|
|
|
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
|
Krilogy Financial LLC
|
BUY
|
- |
51K+ 10.9% |
$1.24M - $1.5M
|
519K
$16M
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
39+ 0.22% |
$944 - $1.15K
|
18.2K
$561K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
8.13K+ 49.73% |
$197K - $239K
|
24.5K
$755K
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
19.9KNew |
$483K - $587K
|
19.9K
$615K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
16K+ 12.65% |
$388K - $472K
|
143K
$4.4M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
89.3K+ 26.26% |
$2.16M - $2.63M
|
429K
$13.2M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
71K+ 52.93% |
$1.72M - $2.09M
|
205K
$6.33M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
23.1KNew |
$559K - $680K
|
23.1K
$712K
|
|
|
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 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
2.08K+ 2.02% |
$50.4K - $61.3K
|
105K
$3.24M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-321- 0.9% |
$7.77K - $9.46K
|
35.4K
$1.09M
|
|
| Q1 2025 | |||||||
|
Jul 08, 2025
Q1 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
61.7K+ 382.21% |
$1.7M - $1.98M
|
77.8K
$2.4M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
60New |
$1.65K - $1.93K
|
60
$1.85K
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
14+ 0.15% |
$386 - $449
|
9.32K
$288K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
28.7K+ 51.43% |
$791K - $921K
|
84.5K
$2.61M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
24.9K+ 9.96% |
$686K - $799K
|
275K
$8.48M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-568- 0.12% |
$15.7K - $18.2K
|
468K
$14.5M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
592KNew |
$16.3M - $19M
|
592K
$18.3M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
36.1K+ 76.14% |
$996K - $1.16M
|
83.6K
$2.58M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-496- 0.86% |
$13.7K - $15.9K
|
56.9K
$1.76M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
103KNew |
$2.84M - $3.31M
|
103K
$3.18M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
18.1K+ 9.4% |
$499K - $582K
|
211K
$6.51M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
106K+ 27.68% |
$2.93M - $3.41M
|
490K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-9.78K- 3.05% |
$270K - $314K
|
311K
$9.59M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
72.3K+ 16.19% |
$1.99M - $2.32M
|
519K
$16M
|
|