Latest Institutional Purchases of Dimensional ETF Tr Dimensional (DFSV)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DFSV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.39M+ 25.52% |
$58M - $70.5M
|
11.8M
$370M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.1M+ 225.26% |
$50.9M - $61.9M
|
3.04M
$95.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.45M+ 28.99% |
$35.2M - $42.8M
|
6.46M
$203M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.44M+ 117.24% |
$34.9M - $42.5M
|
2.67M
$83.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.33M+ 611636.88% |
$32.1M - $39.1M
|
1.33M
$41.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
770K+ 15.27% |
$18.7M - $22.7M
|
5.82M
$183M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
759K+ 30.95% |
$18.4M - $22.4M
|
3.21M
$101M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
678K+ 69.15% |
$16.4M - $20M
|
1.66M
$52.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
643K+ 85.7% |
$15.6M - $18.9M
|
1.39M
$43.7M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
397K+ 90.19% |
$9.61M - $11.7M
|
837K
$26.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
387K+ 39.12% |
$9.36M - $11.4M
|
1.38M
$43.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
378K+ 62313.51% |
$9.16M - $11.1M
|
379K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
265K+ 121.78% |
$6.41M - $7.8M
|
482K
$15.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
240K+ 1430.72% |
$5.8M - $7.06M
|
256K
$8.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
234KNew |
$5.66M - $6.89M
|
234K
$7.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
234K+ 442.75% |
$5.66M - $6.89M
|
287K
$9M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
230KNew |
$5.58M - $6.79M
|
230K
$7.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
228K+ 11.67% |
$5.53M - $6.73M
|
2.19M
$68.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
188K+ 148.71% |
$4.55M - $5.53M
|
314K
$9.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
162K+ 129.35% |
$3.92M - $4.78M
|
287K
$9.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
157K+ 57.85% |
$3.8M - $4.63M
|
429K
$13.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
156K+ 12.38% |
$3.77M - $4.59M
|
1.41M
$44.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
155KNew |
$3.75M - $4.57M
|
155K
$4.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
150K+ 11.98% |
$3.63M - $4.42M
|
1.4M
$44.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
136K+ 72.02% |
$3.3M - $4.02M
|
326K
$10.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
125K+ 60.05% |
$3.02M - $3.67M
|
332K
$10.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
117KNew |
$2.83M - $3.45M
|
117K
$3.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
114K+ 8.33% |
$2.76M - $3.36M
|
1.48M
$46.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
112K+ 14.23% |
$2.7M - $3.29M
|
896K
$28.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
108KNew |
$2.62M - $3.19M
|
108K
$3.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
105KNew |
$2.54M - $3.09M
|
105K
$3.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
99.7K+ 13.72% |
$2.41M - $2.94M
|
826K
$25.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
99.5K+ 555.06% |
$2.41M - $2.93M
|
117K
$3.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
96.7K+ 7.81% |
$2.34M - $2.85M
|
1.34M
$41.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
93.8KNew |
$2.27M - $2.76M
|
93.8K
$2.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
90.1K+ 22.05% |
$2.18M - $2.65M
|
499K
$15.7M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
89.3K+ 26.26% |
$2.16M - $2.63M
|
429K
$13.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
89.1K+ 20.08% |
$2.16M - $2.63M
|
533K
$16.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
85.8K+ 105.31% |
$2.08M - $2.53M
|
167K
$5.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
83.5K+ 229.0% |
$2.02M - $2.46M
|
120K
$3.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
BUY
|
- |
83.3K+ 11.15% |
$2.02M - $2.46M
|
831K
$26.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
83.2K+ 19.39% |
$2.02M - $2.45M
|
513K
$16.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
83.2K+ 26.79% |
$2.01M - $2.45M
|
394K
$12.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
80.1K+ 10.65% |
$1.94M - $2.36M
|
833K
$26.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
77.3K+ 23.98% |
$1.87M - $2.28M
|
399K
$12.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
75K+ 110.37% |
$1.82M - $2.21M
|
143K
$4.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
74.6KNew |
$1.81M - $2.2M
|
74.6K
$2.34M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
71K+ 52.93% |
$1.72M - $2.09M
|
205K
$6.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
68.9K+ 3.87% |
$1.67M - $2.03M
|
1.85M
$58.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
68.4KNew |
$1.65M - $2.01M
|
68.4K
$2.15M
|