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 |
---|---|---|---|---|---|---|---|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
70.5K+ 6.48% |
$1.96M - $2.12M
|
1.16M
$35.2M
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
8.96K+ 6.76% |
$249K - $270K
|
142K
$4.3M
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
690+ 0.74% |
$19.2K - $20.8K
|
93.9K
$2.85M
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
50.9K+ 15.07% |
$1.42M - $1.53M
|
389K
$11.8M
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
98+ 0.5% |
$2.73K - $2.95K
|
19.7K
$598K
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
72.5K+ 29.46% |
$2.02M - $2.18M
|
319K
$9.67M
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
10.2KNew |
$284K - $307K
|
10.2K
$310K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
49.5K+ 8.98% |
$1.38M - $1.49M
|
601K
$18.2M
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
52.5K+ 10.82% |
$1.46M - $1.58M
|
538K
$16.3M
|
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
BUY
|
- |
13.7K+ 2.3% |
$381K - $413K
|
611K
$18.5M
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-49.3K- 8.72% |
$1.37M - $1.49M
|
516K
$15.7M
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
8.55K+ 13.71% |
$238K - $258K
|
71K
$2.15M
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-8.75K- 35.16% |
$243K - $264K
|
16.1K
$490K
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
36.7K+ 15.2% |
$1.02M - $1.11M
|
278K
$8.45M
|
|
Jul 18, 2024
Q2 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
149KNew |
$4.14M - $4.49M
|
149K
$4.52M
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.83K+ 18.0% |
$50.9K - $55.1K
|
12K
$364K
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
16.3K+ 4.5% |
$454K - $492K
|
379K
$11.5M
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-4- 0.06% |
$111 - $121
|
7.22K
$219K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
39.7KNew |
$1.1M - $1.2M
|
39.7K
$1.2M
|
|
Jul 17, 2024
Q2 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-217- 0.26% |
$6.03K - $6.54K
|
83K
$2.52M
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.06K- 4.59% |
$29.5K - $32K
|
22K
$669K
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
11.2K+ 16.37% |
$311K - $337K
|
79.5K
$2.41M
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
154+ 1.8% |
$4.28K - $4.64K
|
8.71K
$265K
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.83K+ 18.66% |
$50.9K - $55.1K
|
11.6K
$353K
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.01K- 6.71% |
$28.1K - $30.5K
|
14.1K
$427K
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
7.03KNew |
$195K - $212K
|
7.03K
$213K
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
26.6K+ 91.43% |
$740K - $801K
|
55.7K
$1.69M
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
17.1K+ 13.23% |
$476K - $516K
|
146K
$4.45M
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.48K+ 9.49% |
$68.9K - $74.6K
|
28.6K
$867K
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-597- 39.88% |
$16.6K - $18K
|
900
$27.3K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31.2K+ 7.84% |
$867K - $939K
|
429K
$13M
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
11.7K+ 4.86% |
$326K - $353K
|
253K
$7.67M
|
|
Jul 16, 2024
Q2 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
7.02K+ 32.25% |
$195K - $212K
|
28.8K
$874K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
436New |
$12.1K - $13.1K
|
436
$13.2K
|
|
Jul 16, 2024
Q2 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
10.1K+ 3.78% |
$282K - $305K
|
278K
$8.43M
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
113K+ 48.16% |
$3.14M - $3.4M
|
347K
$10.5M
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
6.03K+ 8.66% |
$168K - $182K
|
75.7K
$2.3M
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3.28K+ 5.06% |
$91.2K - $98.8K
|
68.1K
$2.07M
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
580+ 8.05% |
$16.1K - $17.5K
|
7.79K
$236K
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
8.9K+ 1.08% |
$247K - $268K
|
831K
$25.2M
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
41.7K+ 346.58% |
$1.16M - $1.26M
|
53.8K
$1.63M
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
BUY
|
- |
36+ 62.07% |
$1K - $1.08K
|
94
$2.85K
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.92K+ 5.19% |
$53.5K - $57.9K
|
39K
$1.18M
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.69K- 7.85% |
$74.7K - $81K
|
31.6K
$958K
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
104K+ 16.43% |
$2.89M - $3.13M
|
736K
$22.3M
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
22.9K+ 41.48% |
$637K - $690K
|
78.1K
$2.37M
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
15.9KNew |
$442K - $479K
|
15.9K
$483K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.1KNew |
$280K - $303K
|
10.1K
$306K
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-351- 0.83% |
$9.76K - $10.6K
|
42K
$1.28M
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.19K- 4.96% |
$33K - $35.7K
|
22.7K
$690K
|