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 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.8KNew |
$270K - $315K
|
9.8K
$302K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-6.14K- 28.58% |
$169K - $197K
|
15.3K
$473K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
35K+ 58.99% |
$964K - $1.12M
|
94.3K
$2.91M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-21.6K- 68.86% |
$594K - $692K
|
9.75K
$301K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.62K+ 20.91% |
$210K - $245K
|
44K
$1.36M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-49.9K- 18.33% |
$1.37M - $1.6M
|
222K
$6.86M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
4.13K+ 16.32% |
$114K - $133K
|
29.4K
$908K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.9K+ 5.14% |
$1.21M - $1.41M
|
898K
$27.7M
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
19.1K+ 55.77% |
$528K - $615K
|
53.5K
$1.65M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
37.1K+ 53.28% |
$1.02M - $1.19M
|
107K
$3.29M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-35.4K- 99.9% |
$976K - $1.14M
|
34
$1.05K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
16.6KNew |
$456K - $531K
|
16.6K
$511K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
33.9K+ 32.07% |
$935K - $1.09M
|
140K
$4.31M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.1K- 0.81% |
$113K - $132K
|
502K
$15.5M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
85.8K+ 70.4% |
$2.36M - $2.75M
|
208K
$6.41M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
71.8K+ 36.08% |
$1.98M - $2.31M
|
271K
$8.36M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11+ 0.28% |
$303 - $353
|
3.91K
$121K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
2.21K+ 3.65% |
$61K - $71K
|
62.8K
$1.94M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-93K- 62.73% |
$2.56M - $2.99M
|
55.3K
$1.71M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
179K+ 16.64% |
$4.94M - $5.76M
|
1.26M
$38.8M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
499+ 4.65% |
$13.8K - $16K
|
11.2K
$347K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.33M+ 16.46% |
$36.5M - $42.6M
|
9.38M
$289M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.9K+ 142.71% |
$300K - $349K
|
18.5K
$571K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.12K+ 25.5% |
$58.5K - $68.1K
|
10.4K
$322K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
400New |
$11K - $12.8K
|
400
$12.3K
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-5.98K- 25.85% |
$165K - $192K
|
17.1K
$529K
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-994K- 98.77% |
$27.4M - $31.9M
|
12.3K
$381K
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
849+ 0.18% |
$23.4K - $27.3K
|
479K
$14.8M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-5.19K- 8.13% |
$143K - $167K
|
58.6K
$1.81M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-863- 45.81% |
$23.8K - $27.7K
|
1.02K
$31.5K
|
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
BUY
|
- |
25.6KNew |
$704K - $820K
|
25.6K
$789K
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-3.1K- 21.0% |
$85.4K - $99.5K
|
11.7K
$360K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
53.7K+ 1.86% |
$1.48M - $1.72M
|
2.94M
$90.6M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
3.49K+ 6.25% |
$96.3K - $112K
|
59.3K
$1.83M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
16KNew |
$442K - $515K
|
16K
$495K
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
6.04K+ 13.19% |
$166K - $194K
|
51.8K
$1.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
242K+ 19.77% |
$6.67M - $7.77M
|
1.47M
$45.2M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
149K+ 1613.94% |
$4.11M - $4.79M
|
158K
$4.89M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.35K+ 6.87% |
$37.1K - $43.2K
|
20.9K
$646K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
37+ 0.28% |
$1.02K - $1.19K
|
13.2K
$408K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.16K+ 5.17% |
$32.1K - $37.4K
|
23.7K
$730K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
380+ 7.51% |
$10.5K - $12.2K
|
5.44K
$168K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
15.1K+ 4.93% |
$416K - $485K
|
321K
$9.92M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
9.41KNew |
$259K - $302K
|
9.41K
$290K
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-12.3K- 21.89% |
$338K - $394K
|
43.8K
$1.35M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
301K+ 16.5% |
$8.28M - $9.65M
|
2.12M
$65.5M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-106- 13.45% |
$2.92K - $3.4K
|
682
$21K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
26.3K+ 9.99% |
$725K - $844K
|
289K
$8.93M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
15.1K+ 4.93% |
$416K - $485K
|
321K
$9.92M
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1New |
$27.6 - $32.1
|
1
$30.9
|