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 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.3K+ 4.66% |
$476K - $555K
|
388K
$12M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
25+ 0.3% |
$689 - $803
|
8.47K
$261K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-378- 0.65% |
$10.4K - $12.1K
|
57.9K
$1.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.6K- 11.58% |
$458K - $533K
|
127K
$3.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-124- 2.4% |
$3.42K - $3.98K
|
5.04K
$155K
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
7.25K+ 8.57% |
$200K - $233K
|
91.8K
$2.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
65K+ 17.16% |
$1.79M - $2.09M
|
444K
$13.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
6.71K+ 7.66% |
$185K - $215K
|
94.3K
$2.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
21.6K+ 4.0% |
$594K - $692K
|
561K
$17.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
36.8K+ 20.61% |
$1.01M - $1.18M
|
215K
$6.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
24.2K+ 18.8% |
$668K - $778K
|
153K
$4.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
39.3K+ 23.21% |
$1.08M - $1.26M
|
209K
$6.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.2K+ 12.38% |
$33K - $38.4K
|
10.9K
$335K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
1.41K+ 0.37% |
$38.9K - $45.3K
|
383K
$11.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
839+ 2.17% |
$23.1K - $26.9K
|
39.6K
$1.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
2.08K+ 12.33% |
$57.4K - $66.9K
|
19K
$586K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.21K+ 3.15% |
$60.9K - $70.9K
|
72.3K
$2.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1.24K+ 3.4% |
$34.2K - $39.8K
|
37.7K
$1.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-49- 0.17% |
$1.35K - $1.57K
|
28.7K
$885K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.8K- 2.14% |
$49.5K - $57.6K
|
82.1K
$2.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
11.6K+ 16.1% |
$319K - $372K
|
83.6K
$2.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-6.32K- 32.07% |
$174K - $203K
|
13.4K
$413K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
7.6K+ 0.86% |
$209K - $244K
|
894K
$27.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
8.27K+ 13.84% |
$228K - $265K
|
68K
$2.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-14.2K- 36.72% |
$391K - $456K
|
24.5K
$755K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.42K+ 8.62% |
$39.1K - $45.5K
|
17.9K
$551K
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
SELL
|
- |
-7.8K- 1.25% |
$215K - $250K
|
619K
$19.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
335+ 3.81% |
$9.23K - $10.8K
|
9.12K
$281K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-7.32K- 21.43% |
$202K - $235K
|
26.8K
$828K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-146- 1.49% |
$4.02K - $4.69K
|
9.66K
$298K
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
7.82KNew |
$215K - $251K
|
7.82K
$241K
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
12.4K+ 69.8% |
$342K - $398K
|
30.2K
$931K
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
46.6K+ 7.3% |
$1.28M - $1.5M
|
685K
$21.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-215- 0.5% |
$5.93K - $6.9K
|
42.8K
$1.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1.05KNew |
$28.9K - $33.6K
|
1.05K
$32.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
13.8K+ 9.61% |
$379K - $442K
|
157K
$4.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
225+ 8.11% |
$6.2K - $7.22K
|
3K
$92.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
73.3K+ 20.59% |
$2.02M - $2.35M
|
429K
$13.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
232+ 0.59% |
$6.39K - $7.45K
|
39.5K
$1.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
343K+ 16.26% |
$9.45M - $11M
|
2.45M
$75.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
83+ 0.28% |
$2.29K - $2.66K
|
29.5K
$909K
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
19.6KNew |
$540K - $628K
|
19.6K
$604K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
218+ 0.33% |
$6.01K - $7K
|
65.7K
$2.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
32.7K+ 25.27% |
$901K - $1.05M
|
162K
$5M
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
2.69K+ 32.82% |
$74.2K - $86.4K
|
10.9K
$336K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
34.2K+ 5.16% |
$944K - $1.1M
|
698K
$21.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-10.2K- 78.17% |
$281K - $327K
|
2.85K
$87.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
6.03K+ 7.84% |
$166K - $193K
|
82.9K
$2.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
27K+ 7.09% |
$745K - $868K
|
408K
$12.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
5.66K+ 20.69% |
$156K - $182K
|
33K
$1.02M
|