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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-579K- 17.63% |
$14M - $17.1M
|
2.7M
$84.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-515K- 39.71% |
$12.5M - $15.2M
|
783K
$24.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-479K- 16.31% |
$11.6M - $14.1M
|
2.46M
$77.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-418K- 46.27% |
$10.1M - $12.3M
|
485K
$15.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-387K- 6.65% |
$9.37M - $11.4M
|
5.43M
$171M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-234K- 11.04% |
$5.68M - $6.91M
|
1.89M
$59.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-212K- 21.63% |
$5.13M - $6.24M
|
768K
$24.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-194K- 55.63% |
$4.69M - $5.7M
|
154K
$4.85M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-150K- 31.2% |
$3.63M - $4.42M
|
330K
$10.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-134K- 60.53% |
$3.26M - $3.96M
|
87.7K
$2.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-125K- 6.14% |
$3.02M - $3.67M
|
1.9M
$59.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-120K- 13.34% |
$2.9M - $3.53M
|
778K
$24.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-108K- 45.98% |
$2.62M - $3.19M
|
127K
$4M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-69K- 9.88% |
$1.67M - $2.03M
|
629K
$19.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-67.9K- 74.19% |
$1.64M - $2M
|
23.6K
$741K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-58.9K- 17.88% |
$1.43M - $1.74M
|
271K
$8.5M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-55.9K- 6.35% |
$1.35M - $1.65M
|
825K
$25.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-49.4K- 89.37% |
$1.2M - $1.46M
|
5.88K
$185K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-47.3K- 9.08% |
$1.15M - $1.4M
|
474K
$14.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-42.8K- 4.92% |
$1.04M - $1.26M
|
827K
$26M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-39.7K- 12.01% |
$961K - $1.17M
|
291K
$9.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-38.1K- 83.48% |
$923K - $1.12M
|
7.55K
$237K
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-35.6K- 38.74% |
$861K - $1.05M
|
56.3K
$1.77M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-33K- 45.1% |
$800K - $974K
|
40.2K
$1.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-31K- 30.03% |
$750K - $912K
|
72.2K
$2.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-29.7K- 67.51% |
$720K - $876K
|
14.3K
$449K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-27.4K- 21.02% |
$663K - $807K
|
103K
$3.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-23.8K- 15.14% |
$576K - $701K
|
133K
$4.19M
|
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
SELL
|
- |
-18.5K- 6.82% |
$449K - $546K
|
253K
$7.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16.5K- 9.68% |
$398K - $485K
|
154K
$4.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-13K- 53.33% |
$316K - $384K
|
11.4K
$358K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-11.7K- 8.38% |
$282K - $343K
|
127K
$4M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-11.2K- 10.4% |
$271K - $330K
|
96.5K
$3.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-10.8K- 3.49% |
$261K - $318K
|
298K
$9.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-10.6K- 21.18% |
$256K - $312K
|
39.4K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-10.4K- 16.59% |
$252K - $306K
|
52.3K
$1.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-9.42K- 3.25% |
$228K - $278K
|
280K
$8.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
SELL
|
- |
-8.84K- 7.27% |
$214K - $260K
|
113K
$3.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.22K- 4.22% |
$199K - $242K
|
186K
$5.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-7.9K- 18.46% |
$191K - $233K
|
34.9K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-7.68K- 39.63% |
$186K - $226K
|
11.7K
$367K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-6.73K- 32.21% |
$163K - $198K
|
14.2K
$445K
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-6.17K- 21.52% |
$149K - $182K
|
22.5K
$707K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-6.05K- 6.3% |
$147K - $178K
|
90K
$2.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-5.58K- 0.74% |
$135K - $164K
|
745K
$23.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-5.58K- 16.9% |
$135K - $164K
|
27.4K
$861K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.5K- 27.36% |
$133K - $162K
|
14.6K
$459K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-5.48K- 64.98% |
$133K - $162K
|
2.96K
$92.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-5.04K- 9.73% |
$122K - $148K
|
46.7K
$1.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-4.97K- 6.35% |
$120K - $147K
|
73.3K
$2.3M
|