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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
242K+ 19.77% |
$6.67M - $7.77M
|
1.47M
$45.2M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
238K+ 46.48% |
$6.56M - $7.64M
|
750K
$23.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
210K+ 40.72% |
$5.79M - $6.75M
|
726K
$22.4M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
204K+ 172.56% |
$5.62M - $6.55M
|
322K
$9.94M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
192K+ 18.56% |
$5.3M - $6.18M
|
1.23M
$37.9M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
179K+ 16.64% |
$4.94M - $5.76M
|
1.26M
$38.8M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
179K+ 5.77% |
$4.94M - $5.75M
|
3.28M
$101M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
164K+ 13.59% |
$4.51M - $5.25M
|
1.37M
$42.2M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
149K+ 1613.94% |
$4.11M - $4.79M
|
158K
$4.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
147K+ 14.27% |
$4.06M - $4.73M
|
1.18M
$36.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
144K+ 18.21% |
$3.96M - $4.62M
|
933K
$28.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
120K+ 36.46% |
$3.3M - $3.85M
|
449K
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
106K+ 27.68% |
$2.93M - $3.41M
|
490K
$15.1M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
103KNew |
$2.84M - $3.31M
|
103K
$3.18M
|
|
|
May 01, 2025
Q1 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
97.5K+ 13.78% |
$2.69M - $3.13M
|
805K
$24.9M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
85.8K+ 70.4% |
$2.36M - $2.75M
|
208K
$6.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
84.8K+ 10.8% |
$2.34M - $2.72M
|
870K
$26.8M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
77.9K+ 66.74% |
$2.15M - $2.5M
|
195K
$6M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
75K+ 33.09% |
$2.07M - $2.41M
|
302K
$9.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
73.3K+ 20.59% |
$2.02M - $2.35M
|
429K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
72.7K+ 4.25% |
$2M - $2.33M
|
1.78M
$55M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
72.3K+ 16.19% |
$1.99M - $2.32M
|
519K
$16M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
71.8K+ 36.08% |
$1.98M - $2.31M
|
271K
$8.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
66.3K+ 140.71% |
$1.83M - $2.13M
|
113K
$3.5M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
65.9K+ 43.56% |
$1.82M - $2.12M
|
217K
$6.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
65.4K+ 3.46% |
$1.8M - $2.1M
|
1.96M
$60.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
65K+ 17.16% |
$1.79M - $2.09M
|
444K
$13.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
63.6K+ 16.47% |
$1.75M - $2.04M
|
450K
$13.9M
|
|
|
Jul 08, 2025
Q1 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
61.7K+ 382.21% |
$1.7M - $1.98M
|
77.8K
$2.4M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
61.4K+ 7.1% |
$1.69M - $1.97M
|
926K
$28.6M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
60.1K+ 4.92% |
$1.66M - $1.93M
|
1.28M
$39.6M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
57.8K+ 8.31% |
$1.59M - $1.85M
|
753K
$23.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
55.8KNew |
$1.54M - $1.79M
|
55.8K
$1.72M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
53.7K+ 1.86% |
$1.48M - $1.72M
|
2.94M
$90.6M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
52.4K+ 13.63% |
$1.45M - $1.68M
|
437K
$13.5M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
47.6KNew |
$1.31M - $1.53M
|
47.6K
$1.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
46.6K+ 7.3% |
$1.28M - $1.5M
|
685K
$21.1M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
46.1K+ 80.79% |
$1.27M - $1.48M
|
103K
$3.18M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.9K+ 5.14% |
$1.21M - $1.41M
|
898K
$27.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
40.4K+ 15.05% |
$1.11M - $1.3M
|
309K
$9.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
39.3K+ 23.21% |
$1.08M - $1.26M
|
209K
$6.44M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
37.1K+ 53.28% |
$1.02M - $1.19M
|
107K
$3.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
36.8K+ 20.61% |
$1.01M - $1.18M
|
215K
$6.64M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
36.3K+ 209.77% |
$1M - $1.17M
|
53.7K
$1.66M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
35.2K+ 109.43% |
$971K - $1.13M
|
67.4K
$2.08M
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
35K+ 58.99% |
$964K - $1.12M
|
94.3K
$2.91M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
34.6K+ 11.68% |
$952K - $1.11M
|
330K
$10.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
34.2K+ 5.16% |
$944K - $1.1M
|
698K
$21.5M
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
33.9K+ 32.07% |
$935K - $1.09M
|
140K
$4.31M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
33.8K+ 35.0% |
$931K - $1.08M
|
130K
$4.02M
|