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 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
3.32K+ 5.96% |
$93.7K - $105K
|
59K
$1.83M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
35.1KNew |
$992K - $1.11M
|
35.1K
$1.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
20KNew |
$565K - $634K
|
20K
$622K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
4.29K+ 5.19% |
$121K - $136K
|
86.9K
$2.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-50- 0.25% |
$1.41K - $1.59K
|
19.6K
$610K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27KNew |
$762K - $855K
|
27K
$839K
|
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
4.29K+ 10.52% |
$121K - $136K
|
45.1K
$1.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-74- 0.09% |
$2.09K - $2.35K
|
82.9K
$2.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
8.56K+ 1.18% |
$242K - $271K
|
736K
$22.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13K+ 1.57% |
$366K - $411K
|
839K
$26.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
155K+ 25.87% |
$4.39M - $4.93M
|
757K
$23.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
14.8K+ 2446.03% |
$417K - $468K
|
15.4K
$478K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.02K+ 11.7% |
$28.8K - $32.3K
|
9.73K
$303K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-1.31K- 1.39% |
$37K - $41.5K
|
92.6K
$2.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
33.9KNew |
$958K - $1.07M
|
33.9K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-7.64K- 25.24% |
$216K - $242K
|
22.6K
$704K
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
6.94K+ 1.34% |
$196K - $220K
|
523K
$16.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-364- 2.26% |
$10.3K - $11.5K
|
15.8K
$490K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.85K+ 27.93% |
$80.5K - $90.3K
|
13K
$406K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
964+ 1.75% |
$27.2K - $30.6K
|
56.2K
$1.75M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
3.09K+ 0.82% |
$87.3K - $98K
|
382K
$11.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
352+ 1.6% |
$9.94K - $11.2K
|
22.4K
$696K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-2.17K- 3.25% |
$61.2K - $68.7K
|
64.5K
$2M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
24.2K+ 10.86% |
$684K - $767K
|
247K
$7.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
2.15K+ 6.93% |
$60.8K - $68.2K
|
33.2K
$1.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
22.3K+ 31.47% |
$631K - $708K
|
93.3K
$2.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.56K- 0.51% |
$44.1K - $49.5K
|
307K
$9.54M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
29.1K+ 19.86% |
$822K - $922K
|
175K
$5.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
402+ 1.22% |
$11.4K - $12.7K
|
33.4K
$1.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
6.96K+ 57.33% |
$197K - $221K
|
19.1K
$594K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2.85K- 0.23% |
$80.5K - $90.3K
|
1.24M
$38.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
43K+ 15.74% |
$1.21M - $1.36M
|
316K
$9.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
538+ 1.38% |
$15.2K - $17.1K
|
39.5K
$1.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16- 1.83% |
$452 - $507
|
857
$26.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
2.28K+ 3.0% |
$64.3K - $72.1K
|
78K
$2.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.82K+ 14.52% |
$79.7K - $89.4K
|
22.3K
$692K
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-809- 5.9% |
$22.9K - $25.6K
|
12.9K
$401K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
6.11K+ 9.82% |
$172K - $194K
|
68.3K
$2.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
5.23K+ 18.17% |
$148K - $166K
|
34K
$1.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-242- 2.28% |
$6.84K - $7.67K
|
10.4K
$322K
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
353KNew |
$9.97M - $11.2M
|
353K
$11M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
50.8K+ 9.44% |
$1.44M - $1.61M
|
589K
$18.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
6.59KNew |
$186K - $209K
|
6.59K
$205K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
14.7K+ 5.8% |
$414K - $465K
|
267K
$8.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
14.1K+ 3.62% |
$398K - $446K
|
403K
$12.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
21.3K+ 25.96% |
$602K - $675K
|
103K
$3.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
28.9KNew |
$815K - $915K
|
28.9K
$897K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.59K- 5.05% |
$45K - $50.5K
|
30K
$932K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.54K+ 8.9% |
$71.8K - $80.6K
|
31.1K
$967K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
32.2K+ 7.07% |
$908K - $1.02M
|
487K
$15.1M
|