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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
50+ 2.88% |
$1.46K - $1.64K
|
1.78K
$56K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
42+ 0.44% |
$1.23K - $1.38K
|
9.54K
$300K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
41+ 0.23% |
$1.2K - $1.34K
|
18.2K
$570K
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
37+ 0.06% |
$1.08K - $1.21K
|
64.7K
$2.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
35+ 0.45% |
$1.02K - $1.15K
|
7.76K
$244K
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
33New |
$964 - $1.08K
|
33
$1.04K
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
22+ 0.28% |
$642 - $720
|
7.96K
$250K
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
21+ 0.22% |
$613 - $688
|
9.36K
$294K
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
20+ 0.19% |
$584 - $655
|
10.7K
$337K
|
|
|
Dec 23, 2025
Q3 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
19+ 0.22% |
$555 - $622
|
8.77K
$275K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
18+ 0.46% |
$526 - $589
|
3.95K
$124K
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
14+ 0.21% |
$409 - $458
|
6.82K
$214K
|
|
|
Oct 08, 2025
Q3 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
10+ 0.06% |
$292 - $327
|
17.9K
$562K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
6+ 0.03% |
$175 - $196
|
23.3K
$732K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.04% |
$146 - $164
|
14.2K
$447K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 0.44% |
$117 - $131
|
923
$29K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3+ 0.01% |
$87.6 - $98.2
|
27.3K
$859K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3+ 0.45% |
$87.6 - $98.2
|
663
$20.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.56% |
$87.6 - $98.2
|
535
$16.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.51% |
$58.4 - $65.5
|
398
$12.5K
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2+ 0.01% |
$58.4 - $65.5
|
23.3K
$730K
|
|
|
Nov 20, 2025
Q3 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1+ 0.0% |
$29.2 - $32.7
|
27.7K
$871K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.4% |
$29.2 - $32.7
|
251
$7.88K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 0.49% |
$29.2 - $32.7
|
206
$6.47K
|
|
| Q2 2025 | |||||||
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
230KNew |
$5.58M - $6.79M
|
230K
$7.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
117KNew |
$2.83M - $3.45M
|
117K
$3.68M
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
105KNew |
$2.54M - $3.09M
|
105K
$3.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
BUY
|
- |
83.3K+ 11.15% |
$2.02M - $2.46M
|
831K
$26.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
75K+ 110.37% |
$1.82M - $2.21M
|
143K
$4.49M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
50K+ 10.21% |
$1.21M - $1.47M
|
540K
$16.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
48.8KNew |
$1.18M - $1.44M
|
48.8K
$1.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
35.6K+ 5785.37% |
$861K - $1.05M
|
36.2K
$1.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
35.4K+ 327.99% |
$858K - $1.04M
|
46.2K
$1.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
32.3KNew |
$781K - $951K
|
32.3K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
26.4K+ 269.45% |
$639K - $778K
|
36.2K
$1.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
25KNew |
$604K - $735K
|
25K
$784K
|
|
|
Aug 11, 2025
Q2 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
24.9K+ 142.67% |
$603K - $734K
|
42.3K
$1.33M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
23.1KNew |
$559K - $680K
|
23.1K
$725K
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
21.1KNew |
$512K - $623K
|
21.1K
$664K
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
BUY
|
- |
20.2K+ 16032.54% |
$489K - $595K
|
20.3K
$638K
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
19.9KNew |
$483K - $587K
|
19.9K
$626K
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
19.3KNew |
$467K - $568K
|
19.3K
$605K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
19.2KNew |
$464K - $565K
|
19.2K
$602K
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
17.2K+ 1030.23% |
$416K - $506K
|
18.8K
$592K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
16KNew |
$388K - $472K
|
16K
$503K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
BUY
|
- |
15.6KNew |
$377K - $458K
|
15.6K
$488K
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
13.2K+ 15.84% |
$320K - $390K
|
96.8K
$3.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
12.6KNew |
$304K - $370K
|
12.6K
$395K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
9.93KNew |
$240K - $293K
|
9.93K
$312K
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
8.62K+ 44.13% |
$209K - $254K
|
28.1K
$884K
|
|