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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-994K- 98.77% |
$27.4M - $31.9M
|
12.3K
$344K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-317K- 20.2% |
$8.74M - $10.2M
|
1.25M
$35M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-217K- 29.36% |
$5.97M - $6.95M
|
521K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-181K- 99.67% |
$4.98M - $5.8M
|
607
$16.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-177K- 11.97% |
$4.87M - $5.67M
|
1.3M
$36.2M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-172K- 69.8% |
$4.73M - $5.51M
|
74.2K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-144K- 59.42% |
$3.96M - $4.61M
|
98.2K
$2.74M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-132K- 13.06% |
$3.65M - $4.25M
|
881K
$24.6M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-123K- 5.72% |
$3.39M - $3.95M
|
2.03M
$56.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
SELL
|
- |
-112K- 47.97% |
$3.09M - $3.6M
|
122K
$3.39M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-98.3K- 51.82% |
$2.71M - $3.16M
|
91.5K
$2.55M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-93K- 62.73% |
$2.56M - $2.99M
|
55.3K
$1.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-76K- 80.73% |
$2.09M - $2.44M
|
18.1K
$506K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-49.9K- 18.33% |
$1.37M - $1.6M
|
222K
$6.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-39.3K- 54.16% |
$1.08M - $1.26M
|
33.2K
$928K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-36.1K- 22.25% |
$996K - $1.16M
|
126K
$3.52M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-35.4K- 99.9% |
$976K - $1.14M
|
34
$949
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-32.1K- 50.47% |
$885K - $1.03M
|
31.5K
$879K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-28.8K- 90.61% |
$795K - $926K
|
2.99K
$83.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-26K- 15.76% |
$717K - $835K
|
139K
$3.88M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-21.8K- 19.72% |
$601K - $700K
|
88.8K
$2.48M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-21.6K- 68.86% |
$594K - $692K
|
9.75K
$272K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.6K- 11.58% |
$458K - $533K
|
127K
$3.54M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-16.1K- 4.67% |
$445K - $518K
|
330K
$9.2M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-14.3K- 3.46% |
$393K - $458K
|
397K
$11.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-14.2K- 36.72% |
$391K - $456K
|
24.5K
$683K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-13.3K- 15.28% |
$367K - $428K
|
73.9K
$2.06M
|
|
|
May 06, 2025
Q1 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-12.4K- 2.73% |
$341K - $397K
|
440K
$12.3M
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-12.3K- 21.89% |
$338K - $394K
|
43.8K
$1.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-10.4K- 54.62% |
$287K - $334K
|
8.64K
$241K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-10.2K- 78.17% |
$281K - $327K
|
2.85K
$79.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-9.99K- 7.31% |
$275K - $321K
|
127K
$3.53M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-9.78K- 3.05% |
$270K - $314K
|
311K
$8.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-8.79K- 2.11% |
$242K - $282K
|
407K
$11.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-8.22K- 43.67% |
$227K - $264K
|
10.6K
$296K
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
SELL
|
- |
-7.8K- 1.25% |
$215K - $250K
|
619K
$17.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-7.58K- 22.7% |
$209K - $243K
|
25.8K
$720K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-7.32K- 21.43% |
$202K - $235K
|
26.8K
$749K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-7.15K- 6.23% |
$197K - $229K
|
108K
$3M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-6.83K- 36.21% |
$188K - $219K
|
12K
$336K
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-6.32K- 32.07% |
$174K - $203K
|
13.4K
$374K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-6.14K- 7.74% |
$169K - $197K
|
73.2K
$2.04M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-6.14K- 28.58% |
$169K - $197K
|
15.3K
$428K
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-5.98K- 25.85% |
$165K - $192K
|
17.1K
$479K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-5.74K- 8.29% |
$158K - $184K
|
63.5K
$1.77M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-5.32K- 4.24% |
$147K - $171K
|
120K
$3.35M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-5.19K- 8.13% |
$143K - $167K
|
58.6K
$1.64M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4.6K- 9.48% |
$127K - $148K
|
44K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.1K- 0.81% |
$113K - $132K
|
502K
$14M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-3.94K- 86.49% |
$108K - $126K
|
615
$17.2K
|