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 |
---|---|---|---|---|---|---|---|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-100- 0.52% |
$2.83K - $3.17K
|
19.3K
$581K
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
9.23K+ 15.17% |
$261K - $293K
|
70.1K
$2.12M
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
31.5K+ 58.42% |
$890K - $998K
|
85.4K
$2.58M
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
17.7K+ 17.47% |
$500K - $561K
|
119K
$3.59M
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
12.6K+ 18.43% |
$355K - $398K
|
80.6K
$2.43M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.66KNew |
$245K - $274K
|
8.66K
$261K
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
23+ 0.06% |
$650 - $729
|
37.1K
$1.12M
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
15.8K+ 13.01% |
$445K - $499K
|
137K
$4.13M
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
11KNew |
$312K - $350K
|
11K
$333K
|
|
Q2 2024 | |||||||
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
32.1KNew |
$892K - $967K
|
32.1K
$968K
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-51.4K- 18.84% |
$1.43M - $1.55M
|
221K
$6.68M
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
10.3KNew |
$287K - $311K
|
10.3K
$312K
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-82K- 56.54% |
$2.28M - $2.47M
|
63.1K
$1.9M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
18.1K+ 30.45% |
$503K - $545K
|
77.5K
$2.34M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-155K- 5.81% |
$4.31M - $4.67M
|
2.51M
$75.8M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
337+ 32.19% |
$9.37K - $10.2K
|
1.38K
$41.8K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.44K- 38.54% |
$179K - $194K
|
10.3K
$310K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
29.9K+ 7.02% |
$830K - $900K
|
455K
$13.7M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-110K- 17.67% |
$3.07M - $3.33M
|
515K
$15.5M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
236K+ 25.94% |
$6.56M - $7.11M
|
1.15M
$34.6M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
31.6K+ 3.14% |
$879K - $952K
|
1.04M
$31.4M
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
2.84K+ 22.41% |
$78.9K - $85.5K
|
15.5K
$468K
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
50+ 0.26% |
$1.39K - $1.51K
|
19.3K
$584K
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.57K- 23.35% |
$71.4K - $77.3K
|
8.43K
$254K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
252+ 73.04% |
$7.01K - $7.59K
|
597
$18K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.41K+ 38.84% |
$123K - $133K
|
15.7K
$475K
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-701- 1.5% |
$19.5K - $21.1K
|
46K
$1.39M
|
|
Aug 14, 2024
Q2 2024
|
Jentner Corp
|
BUY
|
- |
56.7K+ 10.16% |
$1.58M - $1.71M
|
615K
$18.6M
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-3.12K- 16.55% |
$86.6K - $93.9K
|
15.7K
$474K
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
90.2KNew |
$2.51M - $2.72M
|
90.2K
$2.72M
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
27.3KNew |
$759K - $822K
|
27.3K
$823K
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
89K+ 30.0% |
$2.48M - $2.68M
|
386K
$11.6M
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
7.55K+ 14.79% |
$210K - $227K
|
58.6K
$1.77M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
75.7K+ 13.98% |
$2.1M - $2.28M
|
617K
$18.6M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
59K+ 48.69% |
$1.64M - $1.78M
|
180K
$5.43M
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
24.8K+ 68.41% |
$690K - $747K
|
61.1K
$1.84M
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
18.4K+ 2.34% |
$510K - $553K
|
803K
$24.2M
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-154- 0.27% |
$4.28K - $4.64K
|
56.5K
$1.7M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-100K- 69.52% |
$2.79M - $3.02M
|
44K
$1.33M
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.04% |
$584 - $633
|
47.2K
$1.43M
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-1.33K- 36.39% |
$36.9K - $40K
|
2.32K
$70K
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-30.5K- 25.42% |
$849K - $920K
|
89.6K
$2.7M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-22.7K- 50.11% |
$632K - $685K
|
22.6K
$683K
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
59.6K+ 111.51% |
$1.66M - $1.8M
|
113K
$3.41M
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
314+ 0.26% |
$8.73K - $9.46K
|
120K
$3.63M
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
39.2K+ 90.77% |
$1.09M - $1.18M
|
82.4K
$2.49M
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
8K+ 66.67% |
$222K - $241K
|
20K
$604K
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-35- 0.21% |
$973 - $1.05K
|
16.8K
$508K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
351+ 0.4% |
$9.76K - $10.6K
|
88.9K
$2.68M
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
402KNew |
$11.2M - $12.1M
|
402K
$12.1M
|