Latest Institutional Sells of Dimensional ETF Tr Dimensional (DFSV)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DFSV) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-571K- 53.99% |
$15.7M - $17.2M
|
487K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-82.7K- 75.2% |
$2.27M - $2.49M
|
27.3K
$781K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-48.2K- 73.36% |
$1.32M - $1.45M
|
17.5K
$501K
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-38.1K- 5.22% |
$1.05M - $1.15M
|
691K
$19.8M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.9K- 56.76% |
$602K - $660K
|
16.7K
$479K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.9K- 12.13% |
$547K - $600K
|
144K
$4.13M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-19.9K- 1.93% |
$546K - $598K
|
1.01M
$28.9M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-19.6K- 97.89% |
$537K - $588K
|
422
$12.1K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-19.2K- 55.46% |
$526K - $577K
|
15.4K
$441K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-17.6K- 5.34% |
$484K - $531K
|
313K
$8.95M
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-14.2K- 4.92% |
$389K - $427K
|
274K
$7.84M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-13.2K- 20.75% |
$362K - $397K
|
50.4K
$1.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-9.96K- 4.65% |
$273K - $300K
|
204K
$5.84M
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-7.44K- 78.52% |
$204K - $224K
|
2.03K
$58.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-6.48K- 2.15% |
$178K - $195K
|
295K
$8.44M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.48K- 2.15% |
$178K - $195K
|
295K
$8.44M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.81K- 1.53% |
$160K - $175K
|
375K
$10.7M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.24K- 32.27% |
$144K - $158K
|
11K
$315K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-4.33K- 3.24% |
$119K - $130K
|
129K
$3.7M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2.82K- 2.3% |
$77.5K - $85K
|
120K
$3.44M
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-2.79K- 26.08% |
$76.6K - $84K
|
7.91K
$226K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.05K- 0.41% |
$56.3K - $61.8K
|
501K
$14.3M
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-2.01K- 35.56% |
$55.2K - $60.5K
|
3.64K
$104K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.56K- 0.32% |
$42.9K - $47K
|
492K
$14.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-1.45K- 3.94% |
$39.7K - $43.6K
|
35.3K
$1.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.44K- 4.04% |
$39.6K - $43.4K
|
34.2K
$980K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.16K- 16.77% |
$31.7K - $34.8K
|
5.74K
$164K
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1K- 4.02% |
$27.5K - $30.2K
|
23.9K
$685K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-889- 18.07% |
$24.4K - $26.8K
|
4.03K
$115K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-821- 1.43% |
$22.5K - $24.7K
|
56.6K
$1.62M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-648- 2.46% |
$17.8K - $19.5K
|
25.7K
$736K
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-455- 4.04% |
$12.5K - $13.7K
|
10.8K
$310K
|
|
|
May 07, 2024
Q1 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-370- 0.44% |
$10.2K - $11.1K
|
83.2K
$2.38M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-363- 0.6% |
$9.96K - $10.9K
|
60.1K
$1.72M
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-329- 1.11% |
$9.03K - $9.9K
|
29.4K
$842K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-319- 14.48% |
$8.76K - $9.6K
|
1.88K
$53.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-276- 0.74% |
$7.58K - $8.31K
|
37K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-224- 1.31% |
$6.15K - $6.74K
|
16.9K
$483K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-129- 0.83% |
$3.54K - $3.88K
|
15.3K
$439K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-125- 7.71% |
$3.43K - $3.76K
|
1.5K
$42.9K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-77- 35.81% |
$2.11K - $2.32K
|
138
$3.95K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-10- 0.14% |
$275 - $301
|
7.22K
$207K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-3.37M- 92.51% |
$79.5M - $99.4M
|
273K
$7.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-22K- 16.42% |
$519K - $650K
|
112K
$3.21M
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-4.04K- 21.44% |
$95.3K - $119K
|
14.8K
$423K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4.01K- 0.32% |
$94.7K - $118K
|
1.24M
$35.4M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-3.54K- 17.83% |
$83.6K - $105K
|
16.3K
$467K
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-29K- 7.92% |
$725K - $804K
|
337K
$9.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-15.3K- 4.81% |
$382K - $424K
|
303K
$8.68M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-333- 20.42% |
$8.32K - $9.22K
|
1.3K
$37.2K
|
|