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 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.1K+ 14.24% |
$455K - $511K
|
129K
$4.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.7K+ 7.6% |
$387K - $434K
|
194K
$6.17M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.7K+ 5.07% |
$386K - $433K
|
284K
$9.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
13.1KNew |
$371K - $416K
|
13.1K
$418K
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
13K+ 5.29% |
$367K - $412K
|
259K
$8.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13K+ 1.57% |
$366K - $411K
|
839K
$26.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
12.5K+ 118.46% |
$354K - $397K
|
23.1K
$735K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
12.4KNew |
$349K - $392K
|
12.4K
$394K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.1K+ 118.22% |
$343K - $385K
|
22.4K
$713K
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
11KNew |
$312K - $350K
|
11K
$351K
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
11K+ 55.0% |
$311K - $349K
|
31K
$986K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.8K+ 4.21% |
$305K - $343K
|
267K
$8.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
10.1KNew |
$285K - $320K
|
10.1K
$321K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.1K+ 79.37% |
$284K - $319K
|
22.7K
$724K
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
9.69K+ 2.16% |
$274K - $307K
|
459K
$14.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.53KNew |
$269K - $302K
|
9.53K
$303K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
9.3K+ 58.47% |
$263K - $295K
|
25.2K
$802K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
9.02K+ 4.07% |
$255K - $286K
|
230K
$7.33M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.89K+ 1488.61% |
$251K - $282K
|
9.48K
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
8.65K+ 18.31% |
$244K - $274K
|
55.9K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
7.14K+ 26.16% |
$202K - $226K
|
34.4K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
6.91K+ 8.92% |
$195K - $219K
|
84.4K
$2.68M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.79KNew |
$192K - $215K
|
6.79K
$216K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
6.75KNew |
$191K - $214K
|
6.75K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
6.72KNew |
$190K - $213K
|
6.72K
$214K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
6.68KNew |
$189K - $212K
|
6.68K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
6.52KNew |
$184K - $207K
|
6.52K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
6.2K+ 18.97% |
$175K - $196K
|
38.8K
$1.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
6.13K+ 17.51% |
$173K - $194K
|
41.1K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6.12K+ 3.17% |
$173K - $194K
|
199K
$6.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
5.64K+ 8.31% |
$159K - $179K
|
73.5K
$2.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.27K+ 11.42% |
$149K - $167K
|
51.5K
$1.64M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
5.1K+ 11.31% |
$144K - $162K
|
50.2K
$1.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
4.29K+ 10.52% |
$121K - $136K
|
45.1K
$1.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
4.29K+ 5.19% |
$121K - $136K
|
86.9K
$2.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.27KNew |
$121K - $135K
|
4.27K
$136K
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
4.21K+ 7.1% |
$119K - $133K
|
63.5K
$2.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3.75K+ 29.16% |
$106K - $119K
|
16.6K
$529K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3.75K+ 20.82% |
$106K - $119K
|
21.7K
$691K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.73KNew |
$105K - $118K
|
3.73K
$119K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.18K+ 17.39% |
$89.7K - $101K
|
21.4K
$682K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.13K+ 12.49% |
$88.4K - $99.2K
|
28.2K
$897K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
3.09K+ 0.82% |
$87.3K - $98K
|
382K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.92K+ 1.58% |
$82.5K - $92.6K
|
188K
$5.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.88K+ 40.9% |
$81.2K - $91.2K
|
9.91K
$315K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.85K+ 27.93% |
$80.5K - $90.3K
|
13K
$415K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.82K+ 14.52% |
$79.7K - $89.4K
|
22.3K
$708K
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2.69K+ 13.99% |
$76K - $85.3K
|
21.9K
$698K
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.69K+ 16.91% |
$76K - $85.3K
|
18.6K
$592K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.53K+ 687.77% |
$71.5K - $80.2K
|
2.9K
$92.2K
|