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 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-144K- 59.42% |
$3.96M - $4.61M
|
98.2K
$3.03M
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.69K- 4.54% |
$46.6K - $54.3K
|
35.6K
$1.1M
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
20.1KNew |
$553K - $644K
|
20.1K
$619K
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-33- 0.21% |
$909 - $1.06K
|
15.5K
$478K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
217New |
$5.98K - $6.97K
|
217
$6.7K
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
9.09K+ 3.51% |
$250K - $292K
|
268K
$8.27M
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.9K+ 42.33% |
$245K - $286K
|
29.9K
$924K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
19K+ 9.78% |
$523K - $609K
|
213K
$6.57M
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
930+ 1.41% |
$25.6K - $29.9K
|
67.1K
$2.07M
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
57.8K+ 8.31% |
$1.59M - $1.85M
|
753K
$23.2M
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
192K+ 18.56% |
$5.3M - $6.18M
|
1.23M
$37.9M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
65.9K+ 43.56% |
$1.82M - $2.12M
|
217K
$6.7M
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
46.1K+ 80.79% |
$1.27M - $1.48M
|
103K
$3.18M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.12K- 28.91% |
$30.9K - $36K
|
2.76K
$85.1K
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
325+ 0.63% |
$8.96K - $10.4K
|
51.7K
$1.6M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.4K+ 24.84% |
$66.2K - $77.1K
|
12.1K
$373K
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
35+ 4.87% |
$965 - $1.12K
|
754
$23.3K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
34New |
$937 - $1.09K
|
34
$1.05K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
77.9K+ 66.74% |
$2.15M - $2.5M
|
195K
$6M
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
362K+ 58.65% |
$9.98M - $11.6M
|
980K
$30.2M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
36.3K+ 209.77% |
$1M - $1.17M
|
53.7K
$1.66M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
164K+ 13.59% |
$4.51M - $5.25M
|
1.37M
$42.2M
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.92KNew |
$218K - $254K
|
7.92K
$244K
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
22K+ 174.32% |
$608K - $708K
|
34.7K
$1.07M
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.95KNew |
$53.8K - $62.6K
|
1.95K
$60.2K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-28.8K- 90.61% |
$795K - $926K
|
2.99K
$92.2K
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
21.7K+ 19.37% |
$598K - $697K
|
134K
$4.13M
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
4.78K+ 1.77% |
$132K - $153K
|
274K
$8.46M
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
7.77KNew |
$214K - $249K
|
7.77K
$240K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.03K+ 23.77% |
$83.5K - $97.3K
|
15.8K
$487K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29.1K+ 9.68% |
$803K - $935K
|
330K
$10.2M
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
2.35K+ 2.05% |
$64.8K - $75.5K
|
117K
$3.61M
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
355K+ 55.94% |
$9.77M - $11.4M
|
988K
$30.5M
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
35.2K+ 109.43% |
$971K - $1.13M
|
67.4K
$2.08M
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.11K+ 29.07% |
$58.1K - $67.7K
|
9.36K
$289K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
9.36K+ 27.67% |
$258K - $300K
|
43.2K
$1.33M
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
10.8KNew |
$296K - $345K
|
10.8K
$332K
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
31.5K+ 9.47% |
$868K - $1.01M
|
364K
$11.2M
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-16.1K- 4.67% |
$445K - $518K
|
330K
$10.2M
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
7.43KNew |
$205K - $239K
|
7.43K
$229K
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
19.5K+ 188.86% |
$538K - $626K
|
29.9K
$921K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25.1K+ 6.05% |
$692K - $806K
|
440K
$13.6M
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-6.83K- 36.21% |
$188K - $219K
|
12K
$372K
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
11.7K+ 6.25% |
$322K - $375K
|
199K
$6.13M
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
2.07K+ 5.44% |
$57K - $66.4K
|
40.1K
$1.24M
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
24KNew |
$661K - $770K
|
24K
$740K
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-36.1K- 22.25% |
$996K - $1.16M
|
126K
$3.9M
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
3.5K+ 6.31% |
$96.5K - $112K
|
59K
$1.82M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.05K+ 21.25% |
$84.1K - $97.9K
|
17.4K
$537K
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-13.3K- 15.28% |
$367K - $428K
|
73.9K
$2.28M
|