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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
9.44KNew |
$260K - $303K
|
9.44K
$291K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
9.41KNew |
$259K - $302K
|
9.41K
$290K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
9.36K+ 27.67% |
$258K - $300K
|
43.2K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
9.09K+ 3.51% |
$250K - $292K
|
268K
$8.27M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.92K+ 107.83% |
$246K - $286K
|
17.2K
$531K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.9K+ 42.33% |
$245K - $286K
|
29.9K
$924K
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
8.43K+ 2.87% |
$232K - $271K
|
302K
$9.31M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.23KNew |
$227K - $264K
|
8.23K
$254K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.92KNew |
$218K - $254K
|
7.92K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.83K+ 2.82% |
$216K - $251K
|
285K
$8.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
7.82KNew |
$215K - $251K
|
7.82K
$241K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
7.77KNew |
$214K - $249K
|
7.77K
$240K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.75K+ 18.13% |
$214K - $249K
|
50.5K
$1.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
7.69KNew |
$212K - $247K
|
7.69K
$237K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.62K+ 20.91% |
$210K - $245K
|
44K
$1.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
7.18KNew |
$198K - $230K
|
7.18K
$222K
|
|
|
Apr 28, 2025
Q1 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
6.74K+ 2.64% |
$186K - $216K
|
262K
$8.08M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.18K+ 19.32% |
$170K - $198K
|
38.1K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
6.04K+ 13.19% |
$166K - $194K
|
51.8K
$1.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
6.03K+ 7.84% |
$166K - $193K
|
82.9K
$2.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
5.85K+ 0.66% |
$161K - $188K
|
895K
$27.6M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.36K+ 59.53% |
$148K - $172K
|
14.4K
$444K
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
4.78K+ 1.77% |
$132K - $153K
|
274K
$8.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
4.56K+ 5.49% |
$126K - $146K
|
87.6K
$2.7M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4.48K+ 14.99% |
$123K - $144K
|
34.4K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
4.13K+ 16.32% |
$114K - $133K
|
29.4K
$908K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.97K+ 40.48% |
$109K - $127K
|
13.8K
$425K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.89K+ 2.29% |
$107K - $125K
|
173K
$5.35M
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
3.69K+ 23.12% |
$102K - $118K
|
19.6K
$606K
|
|
|
May 14, 2025
Q1 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
3.61K+ 3.19% |
$99.4K - $116K
|
117K
$3.6M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
3.5K+ 6.31% |
$96.5K - $112K
|
59K
$1.82M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
3.49K+ 6.25% |
$96.3K - $112K
|
59.3K
$1.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3.44K+ 28.85% |
$94.7K - $110K
|
15.3K
$473K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.4K+ 8.49% |
$93.7K - $109K
|
43.4K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.05K+ 21.25% |
$84.1K - $97.9K
|
17.4K
$537K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.03K+ 23.77% |
$83.5K - $97.3K
|
15.8K
$487K
|
|
|
Apr 24, 2025
Q1 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
2.85K+ 8.81% |
$78.5K - $91.5K
|
35.2K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.57K+ 15.24% |
$70.7K - $82.3K
|
19.4K
$598K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.4K+ 24.84% |
$66.2K - $77.1K
|
12.1K
$373K
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
2.35K+ 2.05% |
$64.8K - $75.5K
|
117K
$3.61M
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
2.21K+ 3.65% |
$61K - $71K
|
62.8K
$1.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.21K+ 3.15% |
$60.9K - $70.9K
|
72.3K
$2.23M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.12K+ 25.5% |
$58.5K - $68.1K
|
10.4K
$322K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.11K+ 29.07% |
$58.1K - $67.7K
|
9.36K
$289K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.07K+ 9.0% |
$57.1K - $66.5K
|
25.1K
$774K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.03K+ 3.24% |
$55.9K - $65.1K
|
64.6K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.95KNew |
$53.8K - $62.6K
|
1.95K
$60.2K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.86K+ 10.9% |
$51.3K - $59.7K
|
18.9K
$585K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.79K+ 20.98% |
$49.4K - $57.5K
|
10.3K
$319K
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
1.67KNew |
$45.9K - $53.5K
|
1.67K
$51.4K
|