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 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1K+ 7.07% |
$27.5K - $30.1K
|
15.2K
$434K
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
19.6KNew |
$538K - $589K
|
19.6K
$560K
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
187KNew |
$5.13M - $5.63M
|
187K
$5.35M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.9K- 56.76% |
$602K - $660K
|
16.7K
$478K
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-129- 0.83% |
$3.54K - $3.88K
|
15.3K
$439K
|
|
May 07, 2024
Q1 2024
|
Retirement Solution Inc.
|
BUY
|
- |
1.06K+ 0.17% |
$29.1K - $31.9K
|
635K
$18.2M
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-319- 14.48% |
$8.76K - $9.6K
|
1.88K
$53.9K
|
|
May 07, 2024
Q1 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-370- 0.44% |
$10.2K - $11.1K
|
83.2K
$2.38M
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
645+ 0.33% |
$17.7K - $19.4K
|
195K
$5.57M
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.41K+ 32.7% |
$66.2K - $72.5K
|
9.78K
$280K
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
29.3K+ 75.08% |
$804K - $881K
|
68.3K
$1.95M
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.24K+ 8.96% |
$34K - $37.3K
|
15.1K
$431K
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
5.82K+ 4.18% |
$160K - $175K
|
145K
$4.15M
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
11.8K+ 8.32% |
$324K - $355K
|
154K
$4.39M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.81K- 1.53% |
$160K - $175K
|
375K
$10.7M
|
|
May 03, 2024
Q1 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
8.24K+ 3.51% |
$226K - $248K
|
243K
$6.97M
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
81.1K+ 19.7% |
$2.23M - $2.44M
|
493K
$14.1M
|
|
May 03, 2024
Q1 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
9.19K+ 11.45% |
$252K - $277K
|
89.5K
$2.56M
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
BUY
|
- |
43.6KNew |
$1.2M - $1.31M
|
43.6K
$1.25M
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-19.6K- 97.89% |
$537K - $588K
|
422
$12.1K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.05K- 0.41% |
$56.3K - $61.8K
|
501K
$14.3M
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-648- 2.46% |
$17.8K - $19.5K
|
25.7K
$736K
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
30.2K+ 5.65% |
$830K - $910K
|
565K
$16.2M
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.22% |
$54.9 - $60.2
|
902
$25.8K
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
569K+ 25.18% |
$15.6M - $17.1M
|
2.83M
$80.9M
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
5.41K+ 10.21% |
$149K - $163K
|
58.4K
$1.67M
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-2.79K- 26.08% |
$76.6K - $84K
|
7.91K
$226K
|
|
May 02, 2024
Q1 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
16.3KNew |
$447K - $490K
|
16.3K
$466K
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
931+ 1.16% |
$25.6K - $28K
|
81.3K
$2.33M
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
272New |
$7.47K - $8.19K
|
272
$7.78K
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
307K+ 111.17% |
$8.44M - $9.26M
|
584K
$16.7M
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.84K+ 37.36% |
$188K - $206K
|
25.1K
$719K
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
26.9K+ 14.87% |
$740K - $811K
|
208K
$5.96M
|
|
May 01, 2024
Q1 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
11.2K+ 2.06% |
$308K - $338K
|
555K
$15.9M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14K+ 33.85% |
$383K - $420K
|
55.2K
$1.58M
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
21.4KNew |
$587K - $644K
|
21.4K
$612K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.9KNew |
$326K - $357K
|
11.9K
$340K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.05K+ 5.34% |
$139K - $152K
|
99.6K
$2.85M
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-9.96K- 4.65% |
$273K - $300K
|
204K
$5.84M
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
15+ 0.19% |
$412 - $452
|
7.76K
$222K
|
|
Apr 30, 2024
Q1 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
3.66K+ 5.49% |
$100K - $110K
|
70.2K
$2.01M
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2.36K+ 20.89% |
$64.7K - $70.9K
|
13.6K
$390K
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
291K+ 6.66% |
$7.99M - $8.77M
|
4.66M
$133M
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1.48K+ 0.34% |
$40.7K - $44.6K
|
439K
$12.6M
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
72.8K+ 13.73% |
$2M - $2.19M
|
603K
$17.3M
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
57+ 0.18% |
$1.56K - $1.72K
|
31K
$886K
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
7.98K+ 44.33% |
$219K - $240K
|
26K
$743K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-6.48K- 2.15% |
$178K - $195K
|
295K
$8.44M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
7.08KNew |
$194K - $213K
|
7.08K
$202K
|