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 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
8.62K+ 44.13% |
$209K - $254K
|
28.1K
$867K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-643- 0.11% |
$15.6K - $18.9K
|
560K
$17.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
18.1K+ 12.9% |
$439K - $535K
|
159K
$4.89M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-7.9K- 18.46% |
$191K - $233K
|
34.9K
$1.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.02K- 5.56% |
$97.3K - $118K
|
68.3K
$2.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
76+ 0.45% |
$1.84K - $2.24K
|
17K
$525K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
15+ 0.15% |
$363 - $442
|
9.87K
$304K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-9.42K- 3.25% |
$228K - $278K
|
280K
$8.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
83.2K+ 19.39% |
$2.02M - $2.45M
|
513K
$15.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
21+ 0.27% |
$508 - $619
|
7.94K
$244K
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
35.4K+ 327.99% |
$858K - $1.04M
|
46.2K
$1.42M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
609+ 8.03% |
$14.7K - $17.9K
|
8.2K
$252K
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
37K+ 127.45% |
$896K - $1.09M
|
66.1K
$2.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
205New |
$4.96K - $6.04K
|
205
$6.31K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.05K- 1.62% |
$25.3K - $30.8K
|
63.5K
$1.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.1K+ 13.31% |
$365K - $445K
|
128K
$3.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
6.95KNew |
$168K - $205K
|
6.95K
$214K
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
5.94K+ 51.16% |
$144K - $175K
|
17.6K
$541K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2+ 0.03% |
$48.4 - $58.9
|
7.77K
$239K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-31K- 30.03% |
$750K - $912K
|
72.2K
$2.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$24.2 - $29.5
|
8.47K
$261K
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
12.6KNew |
$304K - $370K
|
12.6K
$387K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
20.9K+ 202.31% |
$506K - $616K
|
31.2K
$962K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-5.04K- 9.73% |
$122K - $148K
|
46.7K
$1.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-373- 1.27% |
$9.03K - $11K
|
29.1K
$896K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.54KNew |
$207K - $252K
|
8.54K
$263K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
19.6K+ 97.97% |
$476K - $579K
|
39.7K
$1.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
8.48KNew |
$205K - $250K
|
8.48K
$261K
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
4.72K+ 37.04% |
$114K - $139K
|
17.5K
$538K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-27.4K- 21.02% |
$663K - $807K
|
103K
$3.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
8.61KNew |
$208K - $254K
|
8.61K
$265K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-10.8K- 3.49% |
$261K - $318K
|
298K
$9.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
125K+ 60.05% |
$3.02M - $3.67M
|
332K
$10.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
21.1KNew |
$512K - $623K
|
21.1K
$651K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
7.1K+ 7.1% |
$172K - $209K
|
107K
$3.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
52K+ 25.55% |
$1.26M - $1.53M
|
255K
$7.86M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-38.1K- 83.48% |
$923K - $1.12M
|
7.55K
$232K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
11K+ 13.19% |
$267K - $325K
|
94.6K
$2.91M
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
11.1K+ 28.04% |
$268K - $327K
|
50.6K
$1.56M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
14.2K+ 132.52% |
$345K - $420K
|
25K
$770K
|
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
2.52K+ 8.35% |
$61K - $74.3K
|
32.7K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
18.5K+ 4.88% |
$447K - $545K
|
397K
$12.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
BUY
|
- |
20.2K+ 16032.54% |
$489K - $595K
|
20.3K
$626K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2+ 0.38% |
$48.4 - $58.9
|
532
$16.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-13K- 53.33% |
$316K - $384K
|
11.4K
$351K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-696- 3.18% |
$16.9K - $20.5K
|
21.2K
$653K
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
4.74K+ 11.83% |
$115K - $140K
|
44.9K
$1.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-10.6K- 21.18% |
$256K - $312K
|
39.4K
$1.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
230KNew |
$5.58M - $6.79M
|
230K
$7.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8.35K+ 13.25% |
$202K - $246K
|
71.4K
$2.2M
|