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 |
|---|---|---|---|---|---|---|---|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
47.4K+ 18.34% |
$1.34M - $1.5M
|
306K
$9.45M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.79KNew |
$192K - $215K
|
6.79K
$210K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
18.9K+ 11.73% |
$533K - $598K
|
180K
$5.56M
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
1.48K+ 0.58% |
$41.9K - $47K
|
256K
$7.91M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
19.5K+ 19.54% |
$551K - $618K
|
119K
$3.69M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.41K+ 9.48% |
$68K - $76.3K
|
27.8K
$859K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.13K+ 12.49% |
$88.4K - $99.2K
|
28.2K
$871K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
522+ 0.2% |
$14.7K - $16.5K
|
264K
$8.14M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.07K- 15.91% |
$115K - $129K
|
21.5K
$665K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.3K+ 7.71% |
$855K - $959K
|
423K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
451K+ 87.7% |
$12.8M - $14.3M
|
966K
$29.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.53K+ 5.39% |
$43.1K - $48.4K
|
29.8K
$923K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
17.2K+ 29.44% |
$487K - $547K
|
75.8K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.73KNew |
$105K - $118K
|
3.73K
$115K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.09K- 0.92% |
$30.9K - $34.6K
|
118K
$3.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1.68K+ 0.66% |
$47.6K - $53.4K
|
257K
$7.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.06K- 6.74% |
$29.9K - $33.6K
|
14.6K
$453K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
206K+ 17.96% |
$5.81M - $6.52M
|
1.35M
$41.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
36+ 0.04% |
$1.02K - $1.14K
|
89K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
31.9KNew |
$900K - $1.01M
|
31.9K
$985K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
57K+ 8.59% |
$1.61M - $1.81M
|
721K
$22.3M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-6.86K- 5.69% |
$194K - $217K
|
114K
$3.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
40+ 0.21% |
$1.13K - $1.27K
|
19.4K
$599K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
65K+ 7.22% |
$1.84M - $2.06M
|
965K
$29.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
316KNew |
$8.92M - $10M
|
316K
$9.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
68.2KNew |
$1.93M - $2.16M
|
68.2K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
BUY
|
- |
46.6K+ 7.58% |
$1.32M - $1.48M
|
662K
$20.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-33.7K- 6.69% |
$952K - $1.07M
|
470K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
6.2K+ 18.97% |
$175K - $196K
|
38.8K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.41K+ 9.8% |
$39.9K - $44.8K
|
15.8K
$489K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
6.1KNew |
$172K - $193K
|
6.1K
$189K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-73.5K- 89.25% |
$2.08M - $2.33M
|
8.86K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.1K+ 14.24% |
$455K - $511K
|
129K
$3.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28K+ 123.64% |
$791K - $887K
|
50.6K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
10.1KNew |
$285K - $320K
|
10.1K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.48K+ 2.62% |
$41.9K - $47K
|
58K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-10.6K- 11.79% |
$298K - $335K
|
79K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
152KNew |
$4.29M - $4.81M
|
152K
$4.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-172K- 6.84% |
$4.85M - $5.44M
|
2.34M
$72.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.1K- 25.18% |
$313K - $351K
|
32.9K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.1K+ 118.22% |
$343K - $385K
|
22.4K
$693K
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
11K+ 55.0% |
$311K - $349K
|
31K
$958K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
354+ 0.77% |
$10K - $11.2K
|
46.4K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
516New |
$14.6K - $16.4K
|
516
$15.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
266+ 19.22% |
$7.51K - $8.43K
|
1.65K
$51K
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
8.65K+ 18.31% |
$244K - $274K
|
55.9K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
6.52KNew |
$184K - $207K
|
6.52K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.92K+ 1.58% |
$82.5K - $92.6K
|
188K
$5.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
987+ 1.81% |
$27.9K - $31.3K
|
55.5K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
75.3K+ 14.36% |
$2.13M - $2.39M
|
600K
$18.5M
|