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 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
2.52K+ 8.35% |
$61K - $74.3K
|
32.7K
$1.01M
|
|
|
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
$7.88M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-38.1K- 83.48% |
$923K - $1.12M
|
7.55K
$233K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
11K+ 13.19% |
$267K - $325K
|
94.6K
$2.92M
|
|
|
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
$771K
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
BUY
|
- |
20.2K+ 16032.54% |
$489K - $595K
|
20.3K
$627K
|
|
|
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
$352K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-696- 3.18% |
$16.9K - $20.5K
|
21.2K
$654K
|
|
|
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
$1.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
230KNew |
$5.58M - $6.79M
|
230K
$7.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
18.5K+ 4.88% |
$447K - $545K
|
397K
$12.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8.35K+ 13.25% |
$202K - $246K
|
71.4K
$2.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-7.68K- 39.63% |
$186K - $226K
|
11.7K
$361K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-5.58K- 16.9% |
$135K - $164K
|
27.4K
$846K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
96.7K+ 7.81% |
$2.34M - $2.85M
|
1.34M
$41.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
4.74K+ 4.66% |
$115K - $140K
|
106K
$3.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-35.6K- 38.74% |
$861K - $1.05M
|
56.3K
$1.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.65K- 9.23% |
$39.9K - $48.6K
|
16.2K
$500K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
16KNew |
$388K - $472K
|
16K
$494K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-996- 6.21% |
$24.1K - $29.4K
|
15K
$464K
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
14.8KNew |
$359K - $437K
|
14.8K
$458K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
42.8K+ 28.59% |
$1.04M - $1.26M
|
193K
$5.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
6.04K+ 10.43% |
$146K - $178K
|
63.9K
$1.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
12.9K+ 4.71% |
$313K - $381K
|
288K
$8.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
240K+ 1430.72% |
$5.8M - $7.06M
|
256K
$7.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-134K- 60.53% |
$3.26M - $3.96M
|
87.7K
$2.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
BUY
|
- |
83.3K+ 11.15% |
$2.02M - $2.46M
|
831K
$25.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
3.63K+ 19.13% |
$87.9K - $107K
|
22.6K
$698K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
33.3K+ 23.93% |
$806K - $981K
|
172K
$5.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
75K+ 110.37% |
$1.82M - $2.21M
|
143K
$4.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
26K+ 170.1% |
$629K - $766K
|
41.3K
$1.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
12K+ 12.77% |
$291K - $355K
|
106K
$3.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
95+ 3.17% |
$2.3K - $2.8K
|
3.09K
$95.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
68K+ 396.47% |
$1.65M - $2M
|
85.1K
$2.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-11.2K- 10.4% |
$271K - $330K
|
96.5K
$2.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
540+ 0.59% |
$13.1K - $15.9K
|
92.8K
$2.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
24.6K+ 36.1% |
$596K - $726K
|
92.8K
$2.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
BUY
|
- |
936+ 6.99% |
$22.7K - $27.6K
|
14.3K
$442K
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
826+ 7.58% |
$20K - $24.3K
|
11.7K
$362K
|
|
|
Jul 15, 2025
Q2 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
1.58K+ 1.91% |
$38.2K - $46.5K
|
84.4K
$2.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
155KNew |
$3.75M - $4.57M
|
155K
$4.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
375+ 0.22% |
$9.08K - $11.1K
|
174K
$5.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
54.1K+ 14.11% |
$1.31M - $1.6M
|
438K
$13.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
10.5K+ 45.04% |
$254K - $309K
|
33.7K
$1.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
68.2K+ 9.13% |
$1.65M - $2.01M
|
815K
$25.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
35.8K+ 9.22% |
$866K - $1.05M
|
424K
$13.1M
|