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 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-46- 2.58% |
$1.28K - $1.39K
|
1.73K
$53.5K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
39.7KNew |
$1.1M - $1.2M
|
39.7K
$1.22M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
436New |
$12.1K - $13.1K
|
436
$13.5K
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-597- 39.88% |
$16.6K - $18K
|
900
$27.8K
|
|
Q1 2024 | |||||||
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.25KNew |
$61.8K - $67.7K
|
2.25K
$69.4K
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9.5KNew |
$261K - $286K
|
9.5K
$293K
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
368New |
$10.1K - $11.1K
|
368
$11.4K
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
190K+ 245.3% |
$5.23M - $5.73M
|
268K
$8.27M
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
895New |
$24.6K - $26.9K
|
895
$27.6K
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
272New |
$7.47K - $8.19K
|
272
$8.39K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.05K+ 5.34% |
$139K - $152K
|
99.6K
$3.07M
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
155New |
$4.25K - $4.67K
|
155
$4.78K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
7.08KNew |
$194K - $213K
|
7.08K
$218K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.87K+ 4.41% |
$51.3K - $56.3K
|
44.3K
$1.37M
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-7.44K- 78.52% |
$204K - $224K
|
2.03K
$62.8K
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
190+ 0.86% |
$5.22K - $5.72K
|
22.4K
$690K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
30+ 11.81% |
$824 - $903
|
284
$8.76K
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
16.8K+ 21.98% |
$462K - $507K
|
93.4K
$2.88M
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
97New |
$2.66K - $2.92K
|
97
$2.99K
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-77- 35.81% |
$2.11K - $2.32K
|
138
$4.26K
|
|
Q4 2023 | |||||||
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
2.53K+ 3.5% |
$59.7K - $74.6K
|
74.8K
$2.31M
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
54New |
$1.27K - $1.59K
|
54
$1.67K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
190New |
$4.49K - $5.61K
|
190
$5.86K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.79KNew |
$160K - $200K
|
6.79K
$210K
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
64.1K+ 48.33% |
$1.51M - $1.89M
|
197K
$6.07M
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3New |
$70.8 - $88.6
|
3
$92.6
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1K+ 5.24% |
$23.6K - $29.5K
|
20.1K
$620K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
120+ 32.0% |
$2.83K - $3.54K
|
495
$15.3K
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
410New |
$9.68K - $12.1K
|
410
$12.7K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
80+ 0.58% |
$1.89K - $2.36K
|
13.9K
$429K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
65.1K+ 12.92% |
$1.54M - $1.92M
|
569K
$17.6M
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
6.91KNew |
$163K - $204K
|
6.91K
$213K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.93KNew |
$69.2K - $86.6K
|
2.93K
$90.5K
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
12New |
$283 - $354
|
12
$370
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
28.7KNew |
$678K - $848K
|
28.7K
$886K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
9.64K+ 9.35% |
$228K - $285K
|
113K
$3.48M
|
|
Q3 2023 | |||||||
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
100New |
$2.5K - $2.77K
|
100
$3.09K
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-24- 0.09% |
$599 - $665
|
25.4K
$784K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.8K+ 118.07% |
$370K - $410K
|
27.4K
$845K
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
12.4KNew |
$310K - $344K
|
12.4K
$384K
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
186New |
$4.64K - $5.15K
|
186
$5.74K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-160- 0.2% |
$4K - $4.43K
|
79K
$2.44M
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-29K- 7.92% |
$725K - $804K
|
337K
$10.4M
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.65KNew |
$91.1K - $101K
|
3.65K
$113K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
100New |
$2.5K - $2.77K
|
100
$3.09K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-333- 20.42% |
$8.32K - $9.22K
|
1.3K
$40.1K
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
60+ 0.62% |
$1.5K - $1.66K
|
9.69K
$299K
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9.13KNew |
$228K - $253K
|
9.13K
$282K
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
44.1K+ 31.4% |
$1.1M - $1.22M
|
184K
$5.69M
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
4.61KNew |
$115K - $128K
|
4.61K
$142K
|