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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-205K- 50.84% |
$5.78M - $6.48M
|
198K
$6.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
98.1K+ 10.47% |
$2.77M - $3.11M
|
1.04M
$32.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
6.13K+ 17.51% |
$173K - $194K
|
41.1K
$1.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.08K+ 0.62% |
$30.5K - $34.3K
|
175K
$5.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-56- 0.33% |
$1.58K - $1.78K
|
17.1K
$532K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-10- 0.06% |
$283 - $317
|
15.5K
$482K
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
89.6K+ 13.45% |
$2.53M - $2.84M
|
756K
$23.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
21K+ 24.61% |
$594K - $667K
|
107K
$3.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.65M+ 159.23% |
$46.8M - $52.5M
|
2.69M
$83.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-43.3K- 72.0% |
$1.22M - $1.37M
|
16.8K
$524K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
35.5K+ 11.14% |
$1M - $1.12M
|
354K
$11M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
187K+ 92.29% |
$5.27M - $5.92M
|
389K
$12.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
13.1KNew |
$371K - $416K
|
13.1K
$408K
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
12.5K+ 118.46% |
$354K - $397K
|
23.1K
$718K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-3.6K- 4.59% |
$102K - $114K
|
74.8K
$2.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
290K+ 40.9% |
$8.18M - $9.18M
|
998K
$31M
|
|
|
Nov 05, 2024
Q3 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-516- 0.7% |
$14.6K - $16.4K
|
72.9K
$2.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.78K+ 18.01% |
$50.2K - $56.3K
|
11.6K
$362K
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
57.6K+ 9.62% |
$1.63M - $1.83M
|
657K
$20.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.53K+ 687.77% |
$71.5K - $80.2K
|
2.9K
$90.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
101+ 0.32% |
$2.85K - $3.2K
|
31.2K
$969K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
49.7K+ 4.29% |
$1.4M - $1.58M
|
1.21M
$37.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
158KNew |
$4.45M - $5M
|
158K
$4.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.08K+ 10.66% |
$172K - $193K
|
63.2K
$1.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.93M+ 41.46% |
$54.4M - $61M
|
6.57M
$204M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
13+ 0.32% |
$367 - $412
|
4.06K
$126K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
16.1K+ 38.33% |
$455K - $511K
|
58.2K
$1.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
13.2K+ 15.63% |
$374K - $419K
|
97.8K
$3.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
9.3K+ 58.47% |
$263K - $295K
|
25.2K
$784K
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-8.45K- 1.32% |
$239K - $268K
|
632K
$19.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
13K+ 5.29% |
$367K - $412K
|
259K
$8.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
10.5K+ 149.4% |
$297K - $333K
|
17.5K
$545K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3.75K+ 29.16% |
$106K - $119K
|
16.6K
$517K
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-1.55K- 15.33% |
$43.9K - $49.3K
|
8.59K
$267K
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.9K+ 17.01% |
$81.9K - $91.9K
|
20K
$620K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
6.75KNew |
$191K - $214K
|
6.75K
$210K
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1+ 0.0% |
$28.3 - $31.7
|
25.5K
$794K
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
34.3K+ 8.85% |
$969K - $1.09M
|
421K
$13.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.35K+ 1.19% |
$38.2K - $42.9K
|
115K
$3.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.63K- 10.72% |
$46.1K - $51.7K
|
13.6K
$423K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
23.4K+ 13.6% |
$660K - $740K
|
195K
$6.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
151K+ 18.25% |
$4.27M - $4.79M
|
979K
$30.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
162+ 2.2% |
$4.58K - $5.14K
|
7.53K
$234K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
1.64K+ 2.13% |
$46.3K - $52K
|
78.6K
$2.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
338K+ 42.4% |
$9.54M - $10.7M
|
1.13M
$35.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
108K+ 31.19% |
$3.06M - $3.43M
|
455K
$14.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.37K- 9.6% |
$38.6K - $43.3K
|
12.9K
$400K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
4+ 0.05% |
$113 - $127
|
7.56K
$235K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-16K- 20.17% |
$453K - $508K
|
63.4K
$1.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
84.2K+ 5.36% |
$2.38M - $2.67M
|
1.65M
$51.4M
|