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 |
|---|---|---|---|---|---|---|---|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
17.2K+ 14.45% |
$520K - $584K
|
137K
$4.1M
|
|
|
Feb 26, 2025
Q4 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-656- 0.26% |
$19.8K - $22.2K
|
255K
$7.66M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
59.7KNew |
$1.8M - $2.02M
|
59.7K
$1.79M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.62KNew |
$230K - $258K
|
7.62K
$229K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
528New |
$15.9K - $17.9K
|
528
$15.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
53.1K+ 73.49% |
$1.6M - $1.8M
|
125K
$3.77M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.81K+ 6.06% |
$84.7K - $95.1K
|
49.2K
$1.48M
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
34.3KNew |
$1.04M - $1.16M
|
34.3K
$1.03M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-427- 3.86% |
$12.9K - $14.5K
|
10.6K
$319K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
106KNew |
$3.19M - $3.58M
|
106K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
42.4K+ 55.9% |
$1.28M - $1.44M
|
118K
$3.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
125K+ 25.36% |
$3.77M - $4.23M
|
617K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.94K+ 3.16% |
$179K - $201K
|
194K
$5.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
63.6KNew |
$1.92M - $2.15M
|
63.6K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36.5K+ 10.52% |
$1.1M - $1.24M
|
383K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
181KNew |
$5.47M - $6.14M
|
181K
$5.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
24.8K+ 5.09% |
$748K - $839K
|
512K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1.69K- 10.33% |
$50.9K - $57.1K
|
14.6K
$439K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
17.3KNew |
$523K - $587K
|
17.3K
$520K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
200+ 0.22% |
$6.04K - $6.77K
|
89.2K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-674- 4.0% |
$20.3K - $22.8K
|
16.2K
$486K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
42.3KNew |
$1.28M - $1.43M
|
42.3K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.6K+ 12.21% |
$471K - $529K
|
144K
$4.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4.75K+ 1.5% |
$143K - $161K
|
320K
$9.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
219K+ 16.19% |
$6.6M - $7.41M
|
1.57M
$47.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
BUY
|
- |
82.6K+ 12.48% |
$2.49M - $2.8M
|
744K
$22.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
20.1K+ 2.78% |
$606K - $680K
|
741K
$22.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.27K- 7.13% |
$38.4K - $43.1K
|
16.6K
$497K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-477- 0.31% |
$14.4K - $16.2K
|
151K
$4.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
4.91K+ 1.63% |
$148K - $166K
|
306K
$9.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
5.56KNew |
$168K - $188K
|
5.56K
$167K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-12.8K- 16.24% |
$387K - $435K
|
66.2K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-14.8K- 5.75% |
$445K - $500K
|
242K
$7.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
8.2KNew |
$247K - $278K
|
8.2K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
410K+ 15.22% |
$12.4M - $13.9M
|
3.1M
$93.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
199KNew |
$6.01M - $6.74M
|
199K
$5.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
12.8K+ 7.14% |
$388K - $435K
|
193K
$5.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.04% |
$664 - $745
|
55.9K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
119K+ 19.87% |
$3.6M - $4.04M
|
719K
$21.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
39.8K+ 4.82% |
$1.2M - $1.35M
|
865K
$26M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
3.59K+ 4.89% |
$108K - $122K
|
77.1K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.88K+ 8.36% |
$86.9K - $97.5K
|
37.3K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.8K- 31.29% |
$478K - $537K
|
34.8K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.5K+ 10.44% |
$407K - $457K
|
143K
$4.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
14.4KNew |
$433K - $486K
|
14.4K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
9.24KNew |
$279K - $313K
|
9.24K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
68KNew |
$2.05M - $2.3M
|
68K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
7.01KNew |
$212K - $237K
|
7.01K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.01K+ 6.41% |
$30.6K - $34.3K
|
16.8K
$505K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.53K- 87.31% |
$76.4K - $85.7K
|
368
$11.1K
|