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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.21KNew |
$218K - $244K
|
7.21K
$229K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
7.05K+ 4.99% |
$213K - $239K
|
148K
$4.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
6.17K+ 0.74% |
$186K - $209K
|
839K
$26.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6.1K+ 39.65% |
$184K - $207K
|
21.5K
$683K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
5.77KNew |
$174K - $195K
|
5.77K
$184K
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
5.38K+ 30.09% |
$162K - $182K
|
23.3K
$740K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
5.33K+ 6.24% |
$161K - $180K
|
90.7K
$2.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.05K+ 14.42% |
$152K - $171K
|
40K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4.54K+ 6.07% |
$137K - $154K
|
79.3K
$2.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
4.02K+ 11.82% |
$121K - $136K
|
38K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
3.95K+ 25.05% |
$119K - $134K
|
19.7K
$627K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3.62K+ 15.18% |
$109K - $123K
|
27.5K
$875K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.39K+ 25.34% |
$102K - $115K
|
16.8K
$533K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
3.17K+ 4.82% |
$95.6K - $107K
|
68.9K
$2.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
3.16K+ 0.88% |
$95.3K - $107K
|
362K
$11.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.72K+ 3.21% |
$82.2K - $92.2K
|
87.6K
$2.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.68K+ 43.98% |
$81K - $90.9K
|
8.78K
$279K
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
2.16K+ 5.81% |
$65.2K - $73.1K
|
39.3K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.07K+ 0.28% |
$62.4K - $70.1K
|
738K
$23.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.06K+ 11.76% |
$62.2K - $69.8K
|
19.6K
$623K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.86K+ 12.58% |
$56.1K - $63K
|
16.7K
$530K
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1.82K+ 7.12% |
$54.8K - $61.5K
|
27.3K
$870K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.54K+ 14.81% |
$46.4K - $52K
|
11.9K
$379K
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1.37K+ 1.88% |
$41.3K - $46.3K
|
74.3K
$2.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.2K+ 3.86% |
$36.2K - $40.6K
|
32.3K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.19K+ 7.78% |
$35.8K - $40.2K
|
16.4K
$523K
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.06K+ 12.8% |
$32K - $35.9K
|
9.35K
$298K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
925+ 4.64% |
$27.9K - $31.3K
|
20.9K
$664K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
884+ 696.06% |
$26.7K - $29.9K
|
1.01K
$32.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
749+ 4.64% |
$22.6K - $25.4K
|
16.9K
$538K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
719New |
$21.7K - $24.4K
|
719
$22.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
499+ 2.54% |
$15.1K - $16.9K
|
20.1K
$641K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
352New |
$10.6K - $11.9K
|
352
$11.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
269+ 0.79% |
$8.12K - $9.11K
|
34.2K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
251+ 3.06% |
$7.58K - $8.5K
|
8.44K
$269K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
133+ 2.02% |
$4.01K - $4.5K
|
6.72K
$214K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
122+ 0.13% |
$3.68K - $4.13K
|
92.7K
$2.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
98+ 3.66% |
$2.96K - $3.32K
|
2.77K
$88.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
72+ 0.43% |
$2.17K - $2.44K
|
16.9K
$539K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
66+ 0.13% |
$1.99K - $2.24K
|
51.6K
$1.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
55+ 0.28% |
$1.66K - $1.86K
|
19.4K
$618K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
20+ 26.67% |
$604 - $677
|
95
$3.02K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
4+ 0.05% |
$121 - $135
|
7.35K
$234K
|
|
| Q3 2024 | |||||||
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.65M+ 159.23% |
$46.8M - $52.5M
|
2.69M
$85.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
686K+ 25.02% |
$19.4M - $21.8M
|
3.43M
$109M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
502K+ 49.63% |
$14.2M - $15.9M
|
1.51M
$48.2M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
451K+ 87.7% |
$12.8M - $14.3M
|
966K
$30.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
353KNew |
$9.97M - $11.2M
|
353K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
316KNew |
$8.92M - $10M
|
316K
$10M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
295K+ 6.01% |
$8.34M - $9.35M
|
5.2M
$166M
|
|