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 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
290K+ 40.9% |
$8.18M - $9.18M
|
998K
$31.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
217K+ 9.24% |
$6.13M - $6.88M
|
2.57M
$81.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
206K+ 17.96% |
$5.81M - $6.52M
|
1.35M
$43M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
187K+ 92.29% |
$5.27M - $5.92M
|
389K
$12.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
155K+ 25.87% |
$4.39M - $4.93M
|
757K
$24.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
152KNew |
$4.29M - $4.81M
|
152K
$4.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
151K+ 18.25% |
$4.27M - $4.79M
|
979K
$31.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
138K+ 26.34% |
$3.9M - $4.38M
|
663K
$21.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
136K+ 31.66% |
$3.83M - $4.3M
|
564K
$18M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
134K+ 62.73% |
$3.78M - $4.24M
|
347K
$11M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
108K+ 31.19% |
$3.06M - $3.43M
|
455K
$14.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
107K+ 27.66% |
$3.02M - $3.38M
|
493K
$15.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
105K+ 21.98% |
$2.95M - $3.32M
|
580K
$18.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
98.1K+ 10.47% |
$2.77M - $3.11M
|
1.04M
$33M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
84.2K+ 5.36% |
$2.38M - $2.67M
|
1.65M
$52.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
75.3K+ 14.36% |
$2.13M - $2.39M
|
600K
$19.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
68.2KNew |
$1.93M - $2.16M
|
68.2K
$2.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
65K+ 7.22% |
$1.84M - $2.06M
|
965K
$30.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
61K+ 20.97% |
$1.72M - $1.93M
|
352K
$11.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
60.6K+ 103.51% |
$1.71M - $1.92M
|
119K
$3.79M
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
57.6K+ 9.62% |
$1.63M - $1.83M
|
657K
$20.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
57K+ 8.59% |
$1.61M - $1.81M
|
721K
$22.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
53.7K+ 555.72% |
$1.52M - $1.7M
|
63.4K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
51.5K+ 46.48% |
$1.45M - $1.63M
|
162K
$5.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
49.7K+ 4.29% |
$1.4M - $1.58M
|
1.21M
$38.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
48K+ 6.18% |
$1.36M - $1.52M
|
825K
$26.3M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
47.4K+ 18.34% |
$1.34M - $1.5M
|
306K
$9.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
BUY
|
- |
46.6K+ 7.58% |
$1.32M - $1.48M
|
662K
$21.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
38.9K+ 6.31% |
$1.1M - $1.23M
|
656K
$20.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
37.6K+ 41.46% |
$1.06M - $1.19M
|
128K
$4.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
35.1KNew |
$992K - $1.11M
|
35.1K
$1.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
34.3K+ 8.85% |
$969K - $1.09M
|
421K
$13.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
32.2K+ 7.07% |
$908K - $1.02M
|
487K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
31.9KNew |
$900K - $1.01M
|
31.9K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.3K+ 7.71% |
$855K - $959K
|
423K
$13.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
29.1K+ 19.86% |
$822K - $922K
|
175K
$5.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
28.9K+ 11.58% |
$816K - $916K
|
278K
$8.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
28.9KNew |
$815K - $915K
|
28.9K
$918K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28K+ 123.64% |
$791K - $887K
|
50.6K
$1.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27KNew |
$762K - $855K
|
27K
$858K
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
24.9K+ 3.1% |
$704K - $789K
|
828K
$26.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.5K+ 155.27% |
$691K - $775K
|
40.2K
$1.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
24.2K+ 10.86% |
$684K - $767K
|
247K
$7.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
23.4K+ 13.6% |
$660K - $740K
|
195K
$6.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
21K+ 24.61% |
$594K - $667K
|
107K
$3.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.3K+ 18.83% |
$573K - $642K
|
128K
$4.07M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
19.5K+ 19.54% |
$551K - $618K
|
119K
$3.8M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
18.9K+ 11.73% |
$533K - $598K
|
180K
$5.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
17.2K+ 29.44% |
$487K - $547K
|
75.8K
$2.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
16.1K+ 38.33% |
$455K - $511K
|
58.2K
$1.85M
|