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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
7.78K+ 46.73% |
$214K - $250K
|
24.4K
$754K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
21.2K+ 50.07% |
$584K - $680K
|
63.5K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.57K+ 15.24% |
$70.7K - $82.3K
|
19.4K
$598K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-317K- 20.2% |
$8.74M - $10.2M
|
1.25M
$38.7M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-132K- 13.06% |
$3.65M - $4.25M
|
881K
$27.2M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
833+ 0.93% |
$23K - $26.7K
|
90K
$2.78M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.86K+ 10.9% |
$51.3K - $59.7K
|
18.9K
$585K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
28.4K+ 116.73% |
$784K - $913K
|
52.8K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
179K+ 5.77% |
$4.94M - $5.75M
|
3.28M
$101M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.87K- 3.8% |
$51.5K - $60K
|
47.3K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
BUY
|
- |
3.62K+ 0.49% |
$99.7K - $116K
|
748K
$23.1M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.3K+ 6.55% |
$504K - $588K
|
298K
$9.19M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
9.48K+ 1.28% |
$261K - $304K
|
750K
$23.2M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
238K+ 46.48% |
$6.56M - $7.64M
|
750K
$23.1M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-2.7K- 32.93% |
$74.4K - $86.7K
|
5.5K
$170K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.1K+ 83.77% |
$803K - $935K
|
63.9K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.4K+ 11.5% |
$452K - $527K
|
159K
$4.91M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-181K- 99.67% |
$4.98M - $5.8M
|
607
$18.7K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-32.1K- 50.47% |
$885K - $1.03M
|
31.5K
$972K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
262K+ 36.38% |
$7.21M - $8.4M
|
981K
$30.3M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
34.6K+ 11.68% |
$952K - $1.11M
|
330K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.92K+ 107.83% |
$246K - $286K
|
17.2K
$531K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
125KNew |
$3.45M - $4.02M
|
125K
$3.87M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.4KNew |
$369K - $430K
|
13.4K
$413K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-795- 4.14% |
$21.9K - $25.5K
|
18.4K
$568K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-98.3K- 51.82% |
$2.71M - $3.16M
|
91.5K
$2.82M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-123K- 5.72% |
$3.39M - $3.95M
|
2.03M
$62.6M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
204K+ 172.56% |
$5.62M - $6.55M
|
322K
$9.94M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
28.2K+ 16.71% |
$777K - $905K
|
197K
$6.08M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
31+ 1.87% |
$854 - $995
|
1.69K
$52.2K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.25K+ 97.73% |
$34.5K - $40.1K
|
2.53K
$78K
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1.5K+ 6.82% |
$41.2K - $48K
|
23.4K
$723K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.75K+ 18.13% |
$214K - $249K
|
50.5K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
3.61K+ 3.19% |
$99.4K - $116K
|
117K
$3.6M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.07M+ 26.92% |
$29.5M - $34.4M
|
5.05M
$156M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
11.9KNew |
$327K - $381K
|
11.9K
$366K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.83K+ 2.82% |
$216K - $251K
|
285K
$8.81M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-32- 0.32% |
$882 - $1.03K
|
9.86K
$304K
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-172K- 69.8% |
$4.73M - $5.51M
|
74.2K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
72.7K+ 4.25% |
$2M - $2.33M
|
1.78M
$55M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
349+ 0.12% |
$9.62K - $11.2K
|
294K
$9.08M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
28.8K+ 84.96% |
$794K - $924K
|
62.7K
$1.93M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.49KNew |
$41.1K - $47.9K
|
1.49K
$46.1K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.23KNew |
$227K - $264K
|
8.23K
$254K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.07K+ 9.0% |
$57.1K - $66.5K
|
25.1K
$774K
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-3.89K- 6.95% |
$107K - $125K
|
52K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.97K+ 40.48% |
$109K - $127K
|
13.8K
$425K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
47.6KNew |
$1.31M - $1.53M
|
47.6K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.18K+ 19.32% |
$170K - $198K
|
38.1K
$1.18M
|