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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-965- 2.92% |
$26.6K - $31K
|
32.1K
$991K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
9.88KNew |
$272K - $317K
|
9.88K
$305K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
147K+ 14.27% |
$4.06M - $4.73M
|
1.18M
$36.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
40.4K+ 15.05% |
$1.11M - $1.3M
|
309K
$9.53M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
125+ 1.27% |
$3.45K - $4.01K
|
9.97K
$308K
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
55.8KNew |
$1.54M - $1.79M
|
55.8K
$1.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.32K+ 7.99% |
$36.5K - $42.5K
|
17.9K
$552K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
63.6K+ 16.47% |
$1.75M - $2.04M
|
450K
$13.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
121+ 0.11% |
$3.33K - $3.88K
|
111K
$3.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
28.3K+ 13.8% |
$779K - $907K
|
233K
$7.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
251K+ 1226.26% |
$6.92M - $8.06M
|
272K
$8.38M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
500New |
$13.8K - $16.1K
|
500
$15.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.4K+ 8.49% |
$93.7K - $109K
|
43.4K
$1.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
6.74K+ 2.64% |
$186K - $216K
|
262K
$8.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2+ 0.38% |
$55.1 - $64.2
|
530
$16.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-8.22K- 43.67% |
$227K - $264K
|
10.6K
$327K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
57+ 0.28% |
$1.57K - $1.83K
|
20.2K
$623K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
84.8K+ 10.8% |
$2.34M - $2.72M
|
870K
$26.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.52K- 9.82% |
$69.4K - $80.9K
|
23.1K
$714K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
304+ 0.41% |
$8.38K - $9.76K
|
74.4K
$2.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
23.8KNew |
$656K - $764K
|
23.8K
$734K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.56K- 5.89% |
$43.1K - $50.2K
|
25K
$770K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.45K+ 2.35% |
$39.9K - $46.4K
|
63K
$1.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
11.3K+ 0.92% |
$311K - $362K
|
1.24M
$38.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-3.94K- 86.49% |
$108K - $126K
|
615
$19K
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
16.4K+ 4.53% |
$453K - $527K
|
379K
$11.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
836K+ 20.01% |
$23M - $26.8M
|
5.01M
$155M
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
1.67KNew |
$45.9K - $53.5K
|
1.67K
$51.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
SELL
|
- |
-112K- 47.97% |
$3.09M - $3.6M
|
122K
$3.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-212- 0.72% |
$5.84K - $6.81K
|
29K
$896K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
36.5KNew |
$1.01M - $1.17M
|
36.5K
$1.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-39.3K- 54.16% |
$1.08M - $1.26M
|
33.2K
$1.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
2.85K+ 8.81% |
$78.5K - $91.5K
|
35.2K
$1.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
45+ 0.27% |
$1.24K - $1.44K
|
17K
$524K
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
8.43K+ 2.87% |
$232K - $271K
|
302K
$9.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-177K- 11.97% |
$4.87M - $5.67M
|
1.3M
$40.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-8.79K- 2.11% |
$242K - $282K
|
407K
$12.6M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
758+ 11.1% |
$20.9K - $24.3K
|
7.59K
$234K
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
67.5K+ 9.94% |
$1.86M - $2.17M
|
747K
$23M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
10.3K+ 5.31% |
$283K - $329K
|
203K
$6.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
42+ 0.29% |
$1.16K - $1.35K
|
14.4K
$444K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-5.74K- 8.29% |
$158K - $184K
|
63.5K
$1.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
9.44KNew |
$260K - $303K
|
9.44K
$291K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3.44K+ 28.85% |
$94.7K - $110K
|
15.3K
$473K
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
75K+ 33.09% |
$2.07M - $2.41M
|
302K
$9.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-217K- 29.36% |
$5.97M - $6.95M
|
521K
$16.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
218+ 0.32% |
$6.01K - $7K
|
68.2K
$2.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
10.8KNew |
$298K - $347K
|
10.8K
$333K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-320- 1.1% |
$8.82K - $10.3K
|
28.9K
$890K
|
|
|
Apr 23, 2025
Q1 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
841+ 1.03% |
$23.2K - $27K
|
82.8K
$2.55M
|