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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
32KNew |
$966K - $1.08M
|
32K
$988K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
20.7KNew |
$624K - $700K
|
20.7K
$638K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
19.5KNew |
$589K - $661K
|
19.5K
$603K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
19KNew |
$575K - $645K
|
19K
$588K
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
15.3KNew |
$461K - $517K
|
15.3K
$471K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
14.3KNew |
$431K - $484K
|
14.3K
$441K
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
14.1KNew |
$425K - $477K
|
14.1K
$435K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.4KNew |
$373K - $419K
|
12.4K
$382K
|
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
10.8K+ 27.76% |
$325K - $365K
|
49.6K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
10.3KNew |
$312K - $350K
|
10.3K
$319K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
9.52KNew |
$287K - $322K
|
9.52K
$294K
|
|
|
Jun 11, 2025
Q4 2024
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
9.44KNew |
$285K - $320K
|
9.44K
$291K
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
7.77KNew |
$235K - $263K
|
7.77K
$240K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
7.77KNew |
$234K - $263K
|
7.77K
$240K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
7.67KNew |
$232K - $260K
|
7.67K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
7.01KNew |
$212K - $237K
|
7.01K
$216K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.71KNew |
$202K - $227K
|
6.71K
$207K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
5.77KNew |
$174K - $195K
|
5.77K
$178K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
5.56KNew |
$168K - $188K
|
5.56K
$172K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.31K+ 102.73% |
$100K - $112K
|
6.54K
$202K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2.7KNew |
$81.6K - $91.6K
|
2.7K
$83.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.04K+ 7.23% |
$61.5K - $69K
|
30.2K
$933K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1.68KNew |
$50.7K - $56.9K
|
1.68K
$51.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.06K+ 12.8% |
$32K - $35.9K
|
9.35K
$289K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.05KNew |
$31.7K - $35.5K
|
1.05K
$32.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
950New |
$28.7K - $32.2K
|
950
$29.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
884+ 696.06% |
$26.7K - $29.9K
|
1.01K
$31.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
352New |
$10.6K - $11.9K
|
352
$10.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
307New |
$9.27K - $10.4K
|
307
$9.47K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
290+ 4.27% |
$8.75K - $9.82K
|
7.08K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
253New |
$7.64K - $8.57K
|
253
$7.81K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
133+ 2.02% |
$4.01K - $4.5K
|
6.72K
$207K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
20+ 26.67% |
$604 - $677
|
95
$2.93K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
155K+ 25.87% |
$4.39M - $4.93M
|
757K
$23.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
29.1K+ 19.86% |
$822K - $922K
|
175K
$5.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27KNew |
$762K - $855K
|
27K
$833K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.1K+ 118.22% |
$343K - $385K
|
22.4K
$692K
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
11K+ 55.0% |
$311K - $349K
|
31K
$957K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
6.75KNew |
$191K - $214K
|
6.75K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
6.72KNew |
$190K - $213K
|
6.72K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
6.52KNew |
$184K - $207K
|
6.52K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.73KNew |
$105K - $118K
|
3.73K
$115K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.25K+ 22.32% |
$35.4K - $39.8K
|
6.87K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
516New |
$14.6K - $16.4K
|
516
$15.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
372New |
$10.5K - $11.8K
|
372
$11.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
162+ 2.2% |
$4.58K - $5.14K
|
7.53K
$232K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
4+ 0.05% |
$113 - $127
|
7.56K
$233K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3New |
$84.8 - $95.1
|
3
$92.6
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
267K+ 21.94% |
$7.42M - $8.04M
|
1.48M
$45.8M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
39.7KNew |
$1.1M - $1.2M
|
39.7K
$1.22M
|
|