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 |
|---|---|---|---|---|---|---|---|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
100New |
$2.5K - $2.77K
|
100
$3.18K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
100New |
$2.5K - $2.77K
|
100
$3.18K
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
60+ 0.62% |
$1.5K - $1.66K
|
9.69K
$308K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
319KNew |
$7.39M - $8.2M
|
319K
$10.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
19.4KNew |
$449K - $499K
|
19.4K
$617K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
14KNew |
$323K - $359K
|
14K
$444K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.1KNew |
$234K - $259K
|
10.1K
$321K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
680New |
$15.8K - $17.5K
|
680
$21.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
153+ 186.59% |
$3.55K - $3.93K
|
235
$7.48K
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
211KNew |
$5M - $5.97M
|
211K
$6.71M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
14.8KNew |
$352K - $420K
|
14.8K
$472K
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
12.7KNew |
$301K - $359K
|
12.7K
$403K
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
12.1KNew |
$288K - $344K
|
12.1K
$386K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
8.16KNew |
$194K - $231K
|
8.16K
$260K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2.87KNew |
$68.2K - $81.4K
|
2.87K
$91.5K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.04KNew |
$24.6K - $29.4K
|
1.04K
$33K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
735+ 4.52% |
$17.4K - $20.8K
|
17K
$541K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
526+ 58.25% |
$12.5K - $14.9K
|
1.43K
$45.5K
|
|
| Q4 2022 | |||||||
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
BUY
|
- |
85.2K+ 96.55% |
$1.91M - $2.25M
|
173K
$5.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
22.5K+ 119.85% |
$505K - $595K
|
41.2K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
10.3KNew |
$231K - $272K
|
10.3K
$327K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
4.68KNew |
$105K - $124K
|
4.68K
$149K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
375New |
$8.43K - $9.92K
|
375
$11.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
29+ 29.0% |
$652 - $767
|
129
$4.1K
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
244K+ 46.27% |
$5.31M - $6.39M
|
771K
$24.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
88.7KNew |
$1.93M - $2.32M
|
88.7K
$2.82M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
44.9K+ 52.64% |
$977K - $1.17M
|
130K
$4.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
455+ 68.94% |
$9.91K - $11.9K
|
1.12K
$35.5K
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.32KNew |
$51.5K - $60.7K
|
2.32K
$73.8K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
100KNew |
$2.47M - $2.66M
|
100K
$3.18M
|
|