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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
40.5KNew |
$1.18M - $1.33M
|
40.5K
$1.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
40.1K+ 4.92% |
$1.17M - $1.31M
|
855K
$26.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
38.5K+ 19.96% |
$1.12M - $1.26M
|
231K
$7.26M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
38.2KNew |
$1.12M - $1.25M
|
38.2K
$1.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
37.7KNew |
$1.1M - $1.23M
|
37.7K
$1.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
37.3K+ 8.98% |
$1.09M - $1.22M
|
452K
$14.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
37.2K+ 7.15% |
$1.08M - $1.22M
|
557K
$17.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
33K+ 54.89% |
$964K - $1.08M
|
93.1K
$2.92M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
32.2K+ 7.12% |
$942K - $1.06M
|
485K
$15.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
32.1K+ 13.38% |
$938K - $1.05M
|
272K
$8.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
31.8KNew |
$929K - $1.04M
|
31.8K
$999K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
31K+ 224.7% |
$906K - $1.02M
|
44.8K
$1.41M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
30K+ 9.26% |
$876K - $982K
|
354K
$11.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
29.2K+ 18.27% |
$854K - $957K
|
189K
$5.94M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
29.1K+ 5.68% |
$850K - $953K
|
542K
$17M
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
27.2K+ 9.73% |
$795K - $892K
|
307K
$9.65M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
26.8K+ 132.23% |
$783K - $877K
|
47.1K
$1.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
26.8K+ 6.71% |
$783K - $877K
|
426K
$13.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
26.2K+ 2.92% |
$766K - $859K
|
923K
$29M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
26.2K+ 0.97% |
$764K - $857K
|
2.73M
$85.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
25.9K+ 27.38% |
$757K - $848K
|
121K
$3.79M
|
|
|
Oct 14, 2025
Q3 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
25.4K+ 7.8% |
$742K - $832K
|
351K
$11M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
24.3K+ 1.82% |
$708K - $794K
|
1.36M
$42.7M
|
|
|
Dec 16, 2025
Q3 2025
|
Lindenwold Advisors
|
BUY
|
- |
24K+ 51.73% |
$701K - $787K
|
70.5K
$2.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
23.3K+ 4.91% |
$679K - $762K
|
497K
$15.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
23.2K+ 6.09% |
$677K - $759K
|
404K
$12.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
22.8KNew |
$665K - $746K
|
22.8K
$715K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
22.3KNew |
$652K - $731K
|
22.3K
$701K
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
21.9K+ 14.16% |
$641K - $719K
|
177K
$5.56M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
21.4K+ 117.9% |
$624K - $699K
|
39.5K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
20.4K+ 3.32% |
$597K - $669K
|
637K
$20M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Advisors, Llc/Va
Richmond, VA |
BUY
|
- |
18.7K+ 29.63% |
$547K - $614K
|
82K
$2.57M
|
|
|
Nov 07, 2025
Q3 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
18.1K+ 18.23% |
$529K - $593K
|
117K
$3.69M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.9K+ 3.99% |
$494K - $554K
|
441K
$13.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
16.9K+ 5.87% |
$493K - $552K
|
304K
$9.55M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
16.8K+ 5.35% |
$490K - $550K
|
331K
$10.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
16.7K+ 2.29% |
$487K - $546K
|
747K
$23.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
16.5KNew |
$482K - $540K
|
16.5K
$518K
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
16.4KNew |
$478K - $536K
|
16.4K
$514K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
16.2KNew |
$472K - $529K
|
16.2K
$507K
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
16K+ 5.93% |
$469K - $525K
|
287K
$9.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
15.5K+ 16.71% |
$453K - $508K
|
108K
$3.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
15.5K+ 4.97% |
$452K - $506K
|
327K
$10.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
14.5K+ 2.59% |
$424K - $476K
|
575K
$18.1M
|
|
|
Dec 17, 2025
Q3 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
14.5K+ 15.83% |
$423K - $475K
|
106K
$3.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
14.5KNew |
$423K - $474K
|
14.5K
$455K
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
13.7K+ 69.81% |
$400K - $449K
|
33.3K
$1.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
12.8K+ 4.48% |
$375K - $420K
|
299K
$9.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
12.4K+ 8.68% |
$361K - $405K
|
155K
$4.87M
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
12.1K+ 1.46% |
$354K - $397K
|
845K
$26.5M
|
|