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 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.36K+ 59.53% |
$148K - $172K
|
14.4K
$444K
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
17.4KNew |
$481K - $560K
|
17.4K
$538K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
16.9K+ 21.37% |
$466K - $543K
|
96.1K
$2.97M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
22+ 0.28% |
$606 - $706
|
7.92K
$244K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
13.5KNew |
$372K - $433K
|
13.5K
$417K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
379K+ 6.96% |
$10.4M - $12.1M
|
5.82M
$180M
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
17K+ 6.9% |
$470K - $547K
|
264K
$8.15M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
33.1K+ 3.94% |
$912K - $1.06M
|
872K
$26.9M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
77+ 13.87% |
$2.12K - $2.47K
|
632
$19.5K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2.41K- 7.46% |
$66.4K - $77.4K
|
29.9K
$923K
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.11K+ 6.1% |
$30.7K - $35.7K
|
19.4K
$598K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4.48K+ 14.99% |
$123K - $144K
|
34.4K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-292- 3.34% |
$8.05K - $9.37K
|
8.44K
$260K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
52.4K+ 13.63% |
$1.45M - $1.68M
|
437K
$13.5M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
127+ 0.31% |
$3.5K - $4.08K
|
41.2K
$1.27M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
272KNew |
$7.49M - $8.73M
|
272K
$8.39M
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
4.86K+ 5.02% |
$134K - $156K
|
102K
$3.14M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
803+ 1.11% |
$22.1K - $25.8K
|
73.3K
$2.26M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
17.9KNew |
$494K - $576K
|
17.9K
$553K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
61.4K+ 7.1% |
$1.69M - $1.97M
|
926K
$28.6M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.33% |
$82.7 - $96.3
|
915
$28.2K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-14.3K- 3.46% |
$393K - $458K
|
397K
$12.3M
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
3.69K+ 23.12% |
$102K - $118K
|
19.6K
$606K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
24.4K+ 21.31% |
$674K - $785K
|
139K
$4.29M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
32.2K+ 65.32% |
$887K - $1.03M
|
81.5K
$2.51M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
245+ 163.33% |
$6.75K - $7.86K
|
395
$12.2K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
60.1K+ 4.92% |
$1.66M - $1.93M
|
1.28M
$39.6M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-5.32K- 4.24% |
$147K - $171K
|
120K
$3.7M
|
|
|
May 01, 2025
Q1 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
20.1K+ 13.05% |
$553K - $644K
|
174K
$5.37M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4.6K- 9.48% |
$127K - $148K
|
44K
$1.36M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
1.11KNew |
$30.6K - $35.6K
|
1.11K
$34.3K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
21.1KNew |
$581K - $677K
|
21.1K
$651K
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-3.24K- 4.36% |
$89.3K - $104K
|
71.1K
$2.19M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
259K+ 292.19% |
$7.14M - $8.32M
|
348K
$10.7M
|
|
|
May 01, 2025
Q1 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
97.5K+ 13.78% |
$2.69M - $3.13M
|
805K
$24.9M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
1.21K+ 1.57% |
$33.3K - $38.7K
|
78.3K
$2.42M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-6.14K- 7.74% |
$169K - $197K
|
73.2K
$2.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
4.56K+ 5.49% |
$126K - $146K
|
87.6K
$2.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
65.4K+ 3.46% |
$1.8M - $2.1M
|
1.96M
$60.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
120K+ 36.46% |
$3.3M - $3.85M
|
449K
$13.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.96K+ 21.04% |
$54K - $62.9K
|
11.3K
$348K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.89K+ 2.29% |
$107K - $125K
|
173K
$5.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
144K+ 18.21% |
$3.96M - $4.62M
|
933K
$28.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-7.15K- 6.23% |
$197K - $229K
|
108K
$3.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
883+ 5.85% |
$24.3K - $28.3K
|
16K
$493K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
35K+ 30.49% |
$965K - $1.12M
|
150K
$4.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
30.9K+ 44.78% |
$852K - $992K
|
99.9K
$3.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
5.85K+ 0.66% |
$161K - $188K
|
895K
$27.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
210K+ 40.72% |
$5.79M - $6.75M
|
726K
$22.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-1.97K- 6.56% |
$54.4K - $63.3K
|
28.1K
$868K
|