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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10.6KNew |
$257K - $313K
|
10.6K
$327K
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
10.5K+ 45.04% |
$254K - $309K
|
33.7K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
8.54KNew |
$207K - $252K
|
8.54K
$263K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.35K+ 49.06% |
$202K - $246K
|
25.4K
$783K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8.35K+ 13.25% |
$202K - $246K
|
71.4K
$2.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
8.13K+ 49.73% |
$197K - $239K
|
24.5K
$755K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
7.76KNew |
$188K - $229K
|
7.76K
$239K
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
7.46K+ 19.45% |
$181K - $220K
|
45.8K
$1.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
7.28KNew |
$176K - $215K
|
7.28K
$225K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
7.18KNew |
$174K - $211K
|
7.18K
$221K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
7.12K+ 21.53% |
$172K - $210K
|
40.2K
$1.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
7.1K+ 7.1% |
$172K - $209K
|
107K
$3.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
6.04K+ 10.43% |
$146K - $178K
|
63.9K
$1.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
4.74K+ 11.83% |
$115K - $140K
|
44.9K
$1.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
4.74K+ 4.66% |
$115K - $140K
|
106K
$3.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
4.48K+ 18.34% |
$108K - $132K
|
28.9K
$892K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
3.63K+ 19.13% |
$87.9K - $107K
|
22.6K
$698K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3.63K+ 14.05% |
$87.8K - $107K
|
29.4K
$908K
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
3.44K+ 2.31% |
$83.4K - $101K
|
152K
$4.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
BUY
|
- |
2.57K+ 14.72% |
$62.2K - $75.7K
|
20K
$618K
|
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
2.52K+ 8.35% |
$61K - $74.3K
|
32.7K
$1.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2.14K+ 7.55% |
$51.8K - $63.1K
|
30.5K
$941K
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
2.08K+ 2.02% |
$50.4K - $61.3K
|
105K
$3.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
1.68K+ 22.54% |
$40.6K - $49.4K
|
9.11K
$281K
|
|
|
Jul 15, 2025
Q2 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
1.58K+ 1.91% |
$38.2K - $46.5K
|
84.4K
$2.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.12K+ 0.82% |
$27.1K - $32.9K
|
137K
$4.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
BUY
|
- |
936+ 6.99% |
$22.7K - $27.6K
|
14.3K
$442K
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
826+ 7.58% |
$20K - $24.3K
|
11.7K
$362K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
540+ 0.59% |
$13.1K - $15.9K
|
92.8K
$2.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
375+ 0.22% |
$9.08K - $11.1K
|
174K
$5.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
95+ 3.17% |
$2.3K - $2.8K
|
3.09K
$95.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
59+ 0.3% |
$1.43K - $1.74K
|
19.5K
$603K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
39+ 0.22% |
$944 - $1.15K
|
18.2K
$561K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
22+ 0.24% |
$533 - $648
|
9.34K
$288K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2+ 0.38% |
$48.4 - $58.9
|
532
$16.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$48.4 - $58.9
|
20.6K
$636K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1+ 100.0% |
$24.2 - $29.5
|
2
$61.7
|
|
| Q1 2025 | |||||||
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.33M+ 16.46% |
$36.5M - $42.6M
|
9.38M
$289M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.07M+ 26.92% |
$29.5M - $34.4M
|
5.05M
$156M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
592KNew |
$16.3M - $19M
|
592K
$18.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
480KNew |
$13.2M - $15.4M
|
480K
$14.8M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
379K+ 6.96% |
$10.4M - $12.1M
|
5.82M
$180M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
362K+ 58.65% |
$9.98M - $11.6M
|
980K
$30.2M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
355K+ 55.94% |
$9.77M - $11.4M
|
988K
$30.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
343K+ 16.26% |
$9.45M - $11M
|
2.45M
$75.7M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
301K+ 16.5% |
$8.28M - $9.65M
|
2.12M
$65.5M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
272KNew |
$7.49M - $8.73M
|
272K
$8.39M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
262K+ 36.38% |
$7.21M - $8.4M
|
981K
$30.3M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
259K+ 292.19% |
$7.14M - $8.32M
|
348K
$10.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
251K+ 1226.26% |
$6.92M - $8.06M
|
272K
$8.38M
|
|