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 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
33.1K+ 3.94% |
$912K - $1.06M
|
872K
$26.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
32.7K+ 25.27% |
$901K - $1.05M
|
162K
$5M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
32.2K+ 65.32% |
$887K - $1.03M
|
81.5K
$2.51M
|
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
31.5K+ 9.47% |
$868K - $1.01M
|
364K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.1K+ 83.77% |
$803K - $935K
|
63.9K
$1.97M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29.1K+ 9.68% |
$803K - $935K
|
330K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
28.8K+ 84.96% |
$794K - $924K
|
62.7K
$1.93M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
28.7K+ 51.43% |
$791K - $921K
|
84.5K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
28.4K+ 116.73% |
$784K - $913K
|
52.8K
$1.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
28.3K+ 13.8% |
$779K - $907K
|
233K
$7.19M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
28.2K+ 16.71% |
$777K - $905K
|
197K
$6.08M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
26.3K+ 9.99% |
$725K - $844K
|
289K
$8.93M
|
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
BUY
|
- |
25.6KNew |
$704K - $820K
|
25.6K
$789K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25.1K+ 6.05% |
$692K - $806K
|
440K
$13.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
24.2K+ 18.8% |
$668K - $778K
|
153K
$4.73M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
24KNew |
$661K - $770K
|
24K
$740K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
23.8KNew |
$656K - $764K
|
23.8K
$734K
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
22K+ 174.32% |
$608K - $708K
|
34.7K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
21.7K+ 19.37% |
$598K - $697K
|
134K
$4.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
21.6K+ 4.0% |
$594K - $692K
|
561K
$17.3M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
21.2K+ 50.07% |
$584K - $680K
|
63.5K
$1.96M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
21.1KNew |
$581K - $677K
|
21.1K
$651K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
20.1KNew |
$553K - $644K
|
20.1K
$619K
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
19.6KNew |
$540K - $628K
|
19.6K
$604K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
19.5K+ 188.86% |
$538K - $626K
|
29.9K
$921K
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
19.1K+ 55.77% |
$528K - $615K
|
53.5K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
19K+ 9.78% |
$523K - $609K
|
213K
$6.57M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.3K+ 6.55% |
$504K - $588K
|
298K
$9.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
18.2K+ 14.85% |
$501K - $584K
|
141K
$4.34M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
18.1K+ 9.4% |
$499K - $582K
|
211K
$6.51M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
17.9KNew |
$494K - $576K
|
17.9K
$553K
|
|
|
Jul 14, 2025
Q1 2025
|
Argent Capital Management LLC
|
BUY
|
- |
17.6KNew |
$486K - $566K
|
17.6K
$544K
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
17.4KNew |
$481K - $560K
|
17.4K
$538K
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
17K+ 6.9% |
$470K - $547K
|
264K
$8.15M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
16.9K+ 21.37% |
$466K - $543K
|
96.1K
$2.97M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
16.6KNew |
$456K - $531K
|
16.6K
$511K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.4K+ 11.5% |
$452K - $527K
|
159K
$4.91M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
15.1K+ 4.93% |
$416K - $485K
|
321K
$9.92M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
15.1K+ 4.93% |
$416K - $485K
|
321K
$9.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
13.8K+ 9.61% |
$379K - $442K
|
157K
$4.85M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
13.5KNew |
$372K - $433K
|
13.5K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.4KNew |
$369K - $430K
|
13.4K
$413K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
11.9KNew |
$327K - $381K
|
11.9K
$366K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
11.7K+ 6.25% |
$322K - $375K
|
199K
$6.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
11.6K+ 16.1% |
$319K - $372K
|
83.6K
$2.58M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.9K+ 142.71% |
$300K - $349K
|
18.5K
$571K
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
10.8KNew |
$298K - $347K
|
10.8K
$333K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
9.88KNew |
$272K - $317K
|
9.88K
$305K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.8KNew |
$270K - $315K
|
9.8K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
9.48K+ 1.28% |
$261K - $304K
|
750K
$23.2M
|