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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
28.9K+ 11.58% |
$816K - $916K
|
278K
$8.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-12.4K- 16.95% |
$351K - $394K
|
60.9K
$1.89M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
603+ 4.11% |
$17K - $19.1K
|
15.3K
$474K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-28K- 5.46% |
$791K - $888K
|
485K
$15.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.3K+ 18.83% |
$573K - $642K
|
128K
$3.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
7.3K+ 2.08% |
$206K - $231K
|
359K
$11.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-16.3K- 3.2% |
$459K - $516K
|
492K
$15.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
60.6K+ 103.51% |
$1.71M - $1.92M
|
119K
$3.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
5.1K+ 11.31% |
$144K - $162K
|
50.2K
$1.56M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
405+ 5.2% |
$11.4K - $12.8K
|
8.19K
$255K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
44.1K+ 31.15% |
$1.25M - $1.4M
|
186K
$5.77M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.02K+ 16.76% |
$142K - $159K
|
35K
$1.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
17.2K+ 114.79% |
$486K - $546K
|
32.2K
$1M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-7.24K- 2.35% |
$205K - $230K
|
301K
$9.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
29.5K+ 4.27% |
$833K - $935K
|
721K
$22.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-120- 1.66% |
$3.39K - $3.8K
|
7.1K
$221K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
217K+ 9.24% |
$6.13M - $6.88M
|
2.57M
$79.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.16K+ 27.12% |
$89.1K - $100K
|
14.8K
$460K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.19K- 8.19% |
$33.7K - $37.8K
|
13.4K
$416K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.67% |
$28.3 - $31.7
|
150
$4.66K
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
580+ 0.28% |
$16.4K - $18.4K
|
208K
$6.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.88K+ 40.9% |
$81.2K - $91.2K
|
9.91K
$308K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-2.22K- 4.13% |
$62.7K - $70.3K
|
51.5K
$1.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
372New |
$10.5K - $11.8K
|
372
$11.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3.39K+ 4.16% |
$95.8K - $108K
|
84.9K
$2.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
829+ 2.74% |
$23.4K - $26.3K
|
31.1K
$968K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
2.57K+ 0.92% |
$72.5K - $81.3K
|
280K
$8.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-898- 2.14% |
$25.4K - $28.5K
|
41.1K
$1.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
93.3K+ 16.79% |
$2.64M - $2.96M
|
649K
$20.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.27K- 1.84% |
$92.2K - $104K
|
174K
$5.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-24.7K- 9.35% |
$698K - $783K
|
239K
$7.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
9.02K+ 4.07% |
$255K - $286K
|
230K
$7.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.8K- 9.66% |
$50.9K - $57.2K
|
16.9K
$524K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.92K+ 2.72% |
$54.1K - $60.7K
|
72.3K
$2.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
136K+ 31.66% |
$3.83M - $4.3M
|
564K
$17.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-9.31K- 77.68% |
$263K - $295K
|
2.68K
$83.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
205+ 1.46% |
$5.79K - $6.5K
|
14.3K
$444K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
193K+ 11.91% |
$5.44M - $6.1M
|
1.81M
$56.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.74K+ 0.62% |
$49.2K - $55.2K
|
280K
$8.71M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
61+ 0.13% |
$1.72K - $1.93K
|
45.7K
$1.42M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
295K+ 6.01% |
$8.34M - $9.35M
|
5.2M
$162M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
226+ 2.25% |
$6.38K - $7.16K
|
10.3K
$320K
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
BUY
|
- |
17.9K+ 2.94% |
$507K - $569K
|
629K
$19.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
1.11K+ 4.87% |
$31.3K - $35.1K
|
23.9K
$742K
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
100+ 1.22% |
$2.83K - $3.17K
|
8.29K
$258K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3New |
$84.8 - $95.1
|
3
$93.3
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.34K- 4.18% |
$37.9K - $42.5K
|
30.7K
$956K
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.69K+ 16.91% |
$76K - $85.3K
|
18.6K
$578K
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
9.69K+ 2.16% |
$274K - $307K
|
459K
$14.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.78K+ 12.38% |
$50.3K - $56.4K
|
16.2K
$502K
|