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 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
13.7K+ 12.76% |
$381K - $413K
|
121K
$3.47M
|
|
| Q1 2024 | |||||||
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
57.6K+ 8.26% |
$1.58M - $1.73M
|
755K
$21.6M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.64KNew |
$237K - $260K
|
8.64K
$247K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.49K+ 3.29% |
$40.9K - $44.8K
|
46.7K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
164+ 0.19% |
$4.5K - $4.94K
|
88.6K
$2.54M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-224- 1.31% |
$6.15K - $6.74K
|
16.9K
$483K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
368New |
$10.1K - $11.1K
|
368
$10.5K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.88KNew |
$134K - $147K
|
4.88K
$140K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-48.2K- 73.36% |
$1.32M - $1.45M
|
17.5K
$501K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
115K+ 18.43% |
$3.16M - $3.47M
|
741K
$21.2M
|
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
16.5K+ 2.14% |
$452K - $496K
|
785K
$22.5M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-82.7K- 75.2% |
$2.27M - $2.49M
|
27.3K
$781K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
84.4K+ 1173.02% |
$2.32M - $2.54M
|
91.6K
$2.62M
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
BUY
|
- |
61.9K+ 12.46% |
$1.7M - $1.86M
|
558K
$16M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.5K+ 12.83% |
$755K - $828K
|
242K
$6.93M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
37K+ 43.98% |
$1.02M - $1.11M
|
121K
$3.47M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
60New |
$1.65K - $1.81K
|
60
$1.72K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4.18K+ 6.68% |
$115K - $126K
|
66.7K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
562K+ 161.95% |
$15.4M - $16.9M
|
910K
$26M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
26K+ 94.59% |
$714K - $783K
|
53.5K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
15+ 1.45% |
$412 - $452
|
1.05K
$30K
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
4.83K+ 42.59% |
$133K - $145K
|
16.2K
$463K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
45.4KNew |
$1.25M - $1.37M
|
45.4K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
43.2KNew |
$1.19M - $1.3M
|
43.2K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
12KNew |
$329K - $361K
|
12K
$344K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
98.8K+ 107.17% |
$2.71M - $2.97M
|
191K
$5.47M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
308K+ 177.19% |
$8.46M - $9.28M
|
482K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-19.2K- 55.46% |
$526K - $577K
|
15.4K
$441K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9.5KNew |
$261K - $286K
|
9.5K
$272K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
368New |
$10.1K - $11.1K
|
368
$10.5K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.9K- 12.13% |
$547K - $600K
|
144K
$4.13M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
40.4K+ 15.78% |
$1.11M - $1.22M
|
297K
$8.5M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2.82K- 2.3% |
$77.5K - $85K
|
120K
$3.44M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-17.6K- 5.34% |
$484K - $531K
|
313K
$8.95M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
67.3K+ 17.14% |
$1.85M - $2.03M
|
460K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
269K+ 14.24% |
$7.38M - $8.09M
|
2.16M
$61.8M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
74.7K+ 13.57% |
$2.05M - $2.25M
|
625K
$17.9M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-455- 4.04% |
$12.5K - $13.7K
|
10.8K
$310K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.6K+ 14.34% |
$154K - $169K
|
44.7K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.69K+ 143.99% |
$184K - $201K
|
11.3K
$325K
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.02% |
$247 - $271
|
47.2K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-2.01K- 35.56% |
$55.2K - $60.5K
|
3.64K
$104K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.24K- 32.27% |
$144K - $158K
|
11K
$315K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
94.6K+ 3.68% |
$2.6M - $2.85M
|
2.67M
$76.4M
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-14.2K- 4.92% |
$389K - $427K
|
274K
$7.84M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.3K+ 2.33% |
$118K - $130K
|
189K
$5.4M
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
32+ 0.24% |
$878 - $963
|
13.4K
$383K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
895New |
$24.6K - $26.9K
|
895
$25.6K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-19.9K- 1.93% |
$546K - $598K
|
1.01M
$28.9M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
58+ 20.21% |
$1.59K - $1.75K
|
345
$9.88K
|
|