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 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.44K+ 30.22% |
$68.8K - $77.2K
|
10.5K
$334K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.41K+ 9.48% |
$68K - $76.3K
|
27.8K
$885K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.92K+ 2.72% |
$54.1K - $60.7K
|
72.3K
$2.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.78K+ 18.01% |
$50.2K - $56.3K
|
11.6K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1.68K+ 0.66% |
$47.6K - $53.4K
|
257K
$8.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
1.64K+ 2.13% |
$46.3K - $52K
|
78.6K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.53K+ 5.39% |
$43.1K - $48.4K
|
29.8K
$950K
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
1.48K+ 0.58% |
$41.9K - $47K
|
256K
$8.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.48K+ 2.62% |
$41.9K - $47K
|
58K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.41K+ 9.8% |
$39.9K - $44.8K
|
15.8K
$503K
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.35K+ 1.19% |
$38.2K - $42.9K
|
115K
$3.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.25K+ 22.32% |
$35.4K - $39.8K
|
6.87K
$219K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.08K+ 0.62% |
$30.5K - $34.3K
|
175K
$5.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
987+ 1.81% |
$27.9K - $31.3K
|
55.5K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
516New |
$14.6K - $16.4K
|
516
$16.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
389+ 4.89% |
$11K - $12.3K
|
8.34K
$265K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
372New |
$10.5K - $11.8K
|
372
$11.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
354+ 0.77% |
$10K - $11.2K
|
46.4K
$1.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
352+ 1.6% |
$9.94K - $11.2K
|
22.4K
$712K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
266+ 19.22% |
$7.51K - $8.43K
|
1.65K
$52.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
205+ 1.46% |
$5.79K - $6.5K
|
14.3K
$454K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
162+ 2.2% |
$4.58K - $5.14K
|
7.53K
$239K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
151+ 0.2% |
$4.27K - $4.79K
|
74.7K
$2.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
101+ 0.32% |
$2.85K - $3.2K
|
31.2K
$992K
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
61+ 0.13% |
$1.72K - $1.93K
|
45.7K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
36+ 0.04% |
$1.02K - $1.14K
|
89K
$2.83M
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
BUY
|
- |
32+ 34.04% |
$904 - $1.01K
|
126
$4.01K
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
25+ 0.32% |
$706 - $793
|
7.82K
$249K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
13+ 0.32% |
$367 - $412
|
4.06K
$129K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
8+ 0.07% |
$226 - $254
|
11.1K
$352K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
4+ 0.05% |
$113 - $127
|
7.56K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.33% |
$84.8 - $95.1
|
908
$28.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3New |
$84.8 - $95.1
|
3
$95.5
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$28.3 - $31.7
|
16.8K
$536K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.67% |
$28.3 - $31.7
|
150
$4.77K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
267K+ 21.94% |
$7.42M - $8.04M
|
1.48M
$47.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
149KNew |
$4.14M - $4.49M
|
149K
$4.74M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
39.7KNew |
$1.1M - $1.2M
|
39.7K
$1.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
29.4KNew |
$818K - $886K
|
29.4K
$936K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
27.7K+ 68.91% |
$770K - $835K
|
67.9K
$2.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.9KNew |
$441K - $478K
|
15.9K
$505K
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
10.3KNew |
$287K - $311K
|
10.3K
$329K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
8.65KNew |
$241K - $261K
|
8.65K
$275K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.33KNew |
$232K - $251K
|
8.33K
$265K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.47K+ 42.03% |
$180K - $195K
|
21.9K
$696K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.12K+ 31.91% |
$86.8K - $94K
|
12.9K
$411K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1K+ 44.92% |
$27.8K - $30.1K
|
3.23K
$103K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
912New |
$25.4K - $27.5K
|
912
$29K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
436New |
$12.1K - $13.1K
|
436
$13.9K
|
|