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 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1.5K+ 6.82% |
$41.2K - $48K
|
23.4K
$723K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.49KNew |
$41.1K - $47.9K
|
1.49K
$46.1K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.35K+ 6.87% |
$37.1K - $43.2K
|
20.9K
$646K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.32K+ 7.99% |
$36.5K - $42.5K
|
17.9K
$552K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.25K+ 97.73% |
$34.5K - $40.1K
|
2.53K
$78K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1.24K+ 3.4% |
$34.2K - $39.8K
|
37.7K
$1.16M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
1.21K+ 1.57% |
$33.3K - $38.7K
|
78.3K
$2.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.2K+ 12.38% |
$33K - $38.4K
|
10.9K
$335K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.16K+ 5.17% |
$32.1K - $37.4K
|
23.7K
$730K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
1.11KNew |
$30.6K - $35.6K
|
1.11K
$34.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1.05KNew |
$28.9K - $33.6K
|
1.05K
$32.3K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
930+ 1.41% |
$25.6K - $29.9K
|
67.1K
$2.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
883+ 5.85% |
$24.3K - $28.3K
|
16K
$493K
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
849+ 0.18% |
$23.4K - $27.3K
|
479K
$14.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
839+ 2.17% |
$23.1K - $26.9K
|
39.6K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
833+ 0.93% |
$23K - $26.7K
|
90K
$2.78M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
803+ 1.11% |
$22.1K - $25.8K
|
73.3K
$2.26M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
758+ 11.1% |
$20.9K - $24.3K
|
7.59K
$234K
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
573+ 5.19% |
$15.8K - $18.4K
|
11.6K
$358K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
500New |
$13.8K - $16.1K
|
500
$15.4K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
499+ 4.65% |
$13.8K - $16K
|
11.2K
$347K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
400New |
$11K - $12.8K
|
400
$12.3K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
380+ 7.51% |
$10.5K - $12.2K
|
5.44K
$168K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
349+ 0.12% |
$9.62K - $11.2K
|
294K
$9.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
335+ 3.81% |
$9.23K - $10.8K
|
9.12K
$281K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
325+ 0.63% |
$8.96K - $10.4K
|
51.7K
$1.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
304+ 0.41% |
$8.38K - $9.76K
|
74.4K
$2.3M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
245+ 163.33% |
$6.75K - $7.86K
|
395
$12.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
218+ 0.33% |
$6.01K - $7K
|
65.7K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
217New |
$5.98K - $6.97K
|
217
$6.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
144+ 0.28% |
$3.97K - $4.62K
|
51.7K
$1.6M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
127+ 0.31% |
$3.5K - $4.08K
|
41.2K
$1.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
121+ 0.11% |
$3.33K - $3.88K
|
111K
$3.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
83+ 0.28% |
$2.29K - $2.66K
|
29.5K
$909K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
77+ 13.87% |
$2.12K - $2.47K
|
632
$19.5K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
60New |
$1.65K - $1.93K
|
60
$1.85K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
57+ 0.28% |
$1.57K - $1.83K
|
20.2K
$623K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
45+ 0.27% |
$1.24K - $1.44K
|
17K
$524K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
42+ 0.29% |
$1.16K - $1.35K
|
14.4K
$444K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
37+ 0.28% |
$1.02K - $1.19K
|
13.2K
$408K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
35+ 4.87% |
$965 - $1.12K
|
754
$23.3K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
34New |
$937 - $1.09K
|
34
$1.05K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
31+ 1.87% |
$854 - $995
|
1.69K
$52.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
25+ 0.3% |
$689 - $803
|
8.47K
$261K
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
22+ 0.28% |
$606 - $706
|
7.92K
$244K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11+ 0.28% |
$303 - $353
|
3.91K
$121K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
6+ 0.07% |
$165 - $193
|
8.48K
$262K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.33% |
$82.7 - $96.3
|
915
$28.2K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
57.2KNew |
$1.73M - $1.94M
|
57.2K
$1.77M
|
|