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 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-19.9K- 1.93% |
$546K - $598K
|
1.01M
$28.8M
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
895New |
$24.6K - $26.9K
|
895
$25.6K
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
679+ 3.65% |
$18.6K - $20.4K
|
19.3K
$552K
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12KNew |
$330K - $362K
|
12K
$344K
|
|
May 13, 2024
Q1 2024
|
Schubert & CO
|
BUY
|
- |
2.41K+ 6.27% |
$66.1K - $72.5K
|
40.8K
$1.17M
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
11K+ 10.11% |
$303K - $332K
|
120K
$3.44M
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
9.27KNew |
$254K - $279K
|
9.27K
$265K
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-329- 1.11% |
$9.03K - $9.9K
|
29.4K
$842K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
454K+ 292.78% |
$12.5M - $13.7M
|
609K
$17.4M
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
32+ 0.24% |
$878 - $963
|
13.4K
$383K
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
105K+ 8.0% |
$2.87M - $3.15M
|
1.41M
$40.4M
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
6.45K+ 26.18% |
$177K - $194K
|
31.1K
$890K
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.34K+ 10.72% |
$36.6K - $40.2K
|
13.8K
$395K
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
7.14K+ 40.22% |
$196K - $215K
|
24.9K
$712K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.28K+ 4.2% |
$62.5K - $68.6K
|
56.5K
$1.62M
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
5.94K+ 25.68% |
$163K - $179K
|
29.1K
$832K
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
18.9K+ 88.73% |
$519K - $569K
|
40.2K
$1.15M
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
66.8K+ 12.87% |
$1.83M - $2.01M
|
586K
$16.8M
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
14.3K+ 30.22% |
$391K - $429K
|
61.4K
$1.76M
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
190K+ 245.3% |
$5.23M - $5.73M
|
268K
$7.67M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.2K+ 14.28% |
$417K - $457K
|
122K
$3.48M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
66.3K+ 8.35% |
$1.82M - $1.99M
|
860K
$24.6M
|
|
May 10, 2024
Q1 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
9.02K+ 4.12% |
$248K - $271K
|
228K
$6.53M
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
13.4K+ 6.25% |
$368K - $404K
|
228K
$6.53M
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
9.81KNew |
$269K - $295K
|
9.81K
$281K
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.99K+ 13.3% |
$164K - $180K
|
51K
$1.46M
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
82.4K+ 56.79% |
$2.26M - $2.48M
|
228K
$6.51M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
32.3K+ 13.85% |
$887K - $973K
|
266K
$7.6M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
52.6K+ 14.11% |
$1.44M - $1.58M
|
425K
$12.2M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
895+ 1.53% |
$24.6K - $26.9K
|
59.4K
$1.7M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
40.8K+ 12.58% |
$1.12M - $1.23M
|
365K
$10.5M
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
193K+ 36.44% |
$5.31M - $5.82M
|
724K
$20.7M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
23K+ 24.24% |
$630K - $691K
|
118K
$3.37M
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
30K+ 13.56% |
$824K - $904K
|
251K
$7.2M
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
7.45K+ 17.05% |
$205K - $224K
|
51.2K
$1.46M
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.3KNew |
$366K - $402K
|
13.3K
$382K
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
792+ 1.85% |
$21.7K - $23.8K
|
43.7K
$1.25M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
285K+ 14.81% |
$7.82M - $8.58M
|
2.21M
$63.2M
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
571K+ 88.65% |
$15.7M - $17.2M
|
1.22M
$34.8M
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-38.1K- 5.22% |
$1.05M - $1.15M
|
691K
$19.8M
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
6.69KNew |
$184K - $201K
|
6.69K
$191K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
4.87K+ 20.47% |
$134K - $147K
|
28.7K
$821K
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
883+ 9.91% |
$24.2K - $26.6K
|
9.8K
$280K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
234K+ 267.94% |
$6.42M - $7.04M
|
321K
$9.19M
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
13.4K+ 5.69% |
$367K - $403K
|
248K
$7.11M
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
6.55K+ 31.93% |
$180K - $197K
|
27.1K
$775K
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-821- 1.43% |
$22.5K - $24.7K
|
56.6K
$1.62M
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
10.6KNew |
$291K - $319K
|
10.6K
$303K
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
33.7K+ 15.89% |
$926K - $1.02M
|
246K
$7.04M
|